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  • Emplois similaires à : Private Wealth Manager
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Internal Sales, Private Wealth Solutions SalesHamilton Lane • United States
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Internal Sales, Private Wealth Solutions Sales

Hamilton Lane
  • US
    United States
  • US
    United States
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À propos

Associate Internal Wholesaler
Hamilton Lane is looking to expand our team to satisfy the needs of our growing client base. Hamilton Lane is built on collaboration, teamwork and integrity. Our employees pursue excellence and always strive to do the right thing. We invest in our employees, clients and partner relationships, as well as, in the technology and resources necessary to remain competitive, working in a competitive environment that inspires innovation. The Opportunity: We are seeking a driven, client-focused Associate Internal Wholesaler to join Hamilton Lane's Private Wealth Solutions team. In this role, you will partner closely with external wholesalers to drive adoption of Hamilton Lane's private markets solutions across financial advisors in your assigned territory. You will help deepen relationships with wealth management firms by providing differentiated market insights, portfolio construction support, and product expertise that align with advisors' and their clients' objectives. You will work in a fast-paced, collaborative environment, engaging daily with financial advisors, home-office partners and internal stakeholders to support fundraising goals and deliver an exceptional client experience. Your responsibilities will be to: Partner with external wholesalers to execute the sales strategy for your territory, driving advisor engagement and asset growth across key intermediary channels (wirehouses, independent broker-dealers, RIAs, private banks). Conduct proactive outbound calls and emails to financial advisors to introduce Hamilton Lane's private markets offerings, uncover opportunities, qualify prospects and schedule meetings, webinars and events. Deliver clear and compelling product, market and portfolio construction messaging over the phone and via web meetings, tailoring content to advisor needs and client profiles. Maintain a disciplined territory management approach, including call blocks, campaign execution, follow-up cadences and activity tracking. Manage and update the CRM with all advisor interactions, pipeline opportunities, next steps and production, ensuring data accuracy and transparency for the broader team. Coordinate closely with Marketing and the external wholesaling team on campaigns, roadshows, conferences and virtual events to maximize advisor reach and conversion. Support enterprise and platform-level initiatives by helping translate new platform placements, product launches and campaigns into targeted advisor outreach and production in your territory. Develop and maintain a strong command of Hamilton Lane's private markets strategies, vehicle types and structures, as well as competitive and market trends. Prepare and customize sales materials, proposals and follow-up communications for advisors, including portfolio analyses and case studies, in collaboration with senior sales and product teams. Provide a high level of responsiveness and service to advisors, ensuring timely follow-up on requests, proposals, investment questions and operational items. Collaborate with teammates across Private Wealth Sales, National Accounts, Product, and Operations to ensure a seamless advisor and client experience. Model a growth mindset and strong work ethic, actively seeking feedback and continuously improving sales skills, product knowledge and territory execution. Your background will include: 36+ years of experience in financial services, preferably in internal wholesaling, intermediary distribution, sales support or advisor-facing roles. Series 7 and 63 (or Series 6 and 63) in good standing; additional designations (e.g., 65/66, CAIA, CFA) are a plus. Demonstrated success in a phone-based sales or relationship management role with measurable activity and production expectations. Strong understanding of investment products and capital markets; familiarity with alternative investments and/or private markets is strongly preferred. Excellent communication skills, with the ability to translate complex investment concepts into clear, actionable conversations for financial advisors. Highly organized with strong attention to detail, able to manage a high volume of activities, follow-ups and competing priorities across a large territory. Proven ability to work collaboratively within a team-based sales environment while also taking ownership of individual goals and responsibilities. Bachelor's degree or equivalent experience. Preferred: Prior experience supporting or covering financial advisors within private wealth channels (wirehouse, RIA, independent broker-dealer, private bank or family office). Experience working in or with a leading asset manager, alternatives platform or wealth management firm. Proficiency with CRM systems (e.g., Salesforce) and comfort using technology and data to drive territory insights, targeting and follow-up. Demonstrated interest in private markets and in building a long-term career in distribution and client solutions. Travel Requirements: Periodic travel (approximately 1020%) for key client meetings, conferences, sales meetings and training events, as business needs require. Benefits: At Hamilton Lane, our benefits philosophy is simple. To provide our employees with a competitive suite of benefits and services to help navigate through the complexities and challenges of working, living, raising a family, and eventually retiring. To do this, Hamilton Lane offers the following benefits: Employees have access to healthcare coverage, mental health resources, health & fitness reimbursement program, and Wellness Rewards Program. Tuition and certification reimbursement program are available along with continual education and development trainings for you to grow with Hamilton Lane. For our communities, Hamilton Lane provides paid time off to volunteer and compensates for referring qualified candidate that join our team. For growing family, we offer an adoption reimbursement program, paid time off for new parents and newlyweds, and provide travel support for nursingparents. Hamilton Lane contributes to retirement programs and offers an employee stock purchasing plan. We offer a competitive salary, annual discretionary bonus and a comprehensive benefits package which includes: Medical, Prescription, Dental, Paid Time Off, 401k plan, Life and Disability Insurances, Tuition Reimbursement, Employee Stock Purchase Program, Health Club Reimbursement and Flexible Spending Accounts. Hamilton Lane is an affirmative action-equal opportunity employer. All qualified applicants will be considered for employment without regard to their race, color, creed, religion, sex, pregnancy, national origin, ancestry, citizenship status, age, marital or partnership status, sexual orientation, gender identity or expression, disability, genetic predisposition, veteran or military status, status as a victim of domestic violence, a sex offense or stalking, or any other classification prohibited by applicable law. If you need a reasonable accommodation to complete your application, please contact Human Resources at humanresources@hamiltonlane.com. Hamilton Lane is not accepting unsolicited assistance from search firms for this employment opportunity. Please, no phone calls or emails. All resumes submitted by search firms to any employee at Hamilton Lane via-email, the Internet or in any form and/or method without a valid written search agreement in place for this position will be deemed the sole property of Hamilton Lane. No fee shall be paid in the event the candidate is hired by Hamilton Lane as a result of the referral or through other means.
  • United States

Compétences linguistiques

  • English
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