Internal Sales Associate (Wholesaler), Private Wealth

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.

What we do:

As a recognized leader in providing Private Markets Solutions to clients across the globe we manage approximately $130 billion in discretionary assets and have oversight of an additional $810 in non-discretionary assets as of June 30, 2024.
 

The Opportunity:

As an Internal Sales Associate (Wholesaler), you will be the central resource and relationship manager for your assigned territory. You will focus on growing new business in support of national sales goals and developing new relationships throughout the United States in a specific territory. In this role, you will assist in managing distribution relationships by facilitating business production, creative selling, and problem resolution.

You will help to execute on regional business plans that achieve and exceed sales targets for your assigned territory within the Wirehouse channel.
 

Your responsibilities will be to:

• Prospect new clients, services existing clients, and meetings coordination along aside external partner(s)
• Build and maintain strong relationships with team members to establish and achieve sales targets. Serves as the initial contact for problem resolution. Research accounts and/or elevates issues to solve problems
• Use the CRM for all interactions that leads to reports on sales activity and production as required
• Maintain successful relationships with colleagues including but not limited to Marketing, Compliance, and Operations
• Maintain ongoing knowledge on industry trends, advanced marketing concepts and company products
• Consistently look for “value adds” through service and selling ideas
• Keep an ethical and compliant region based on company and regulatory standards
• Identify leads for new relationships within Hamilton Lane
   

Your background will include:

• Bachelor’s degree
• Series 7
• Knowledgeable on distribution channel
• Strong phone and interpersonal communication skills (verbal & written).
• Possesses the ability to plan, organize, develop, and deliver effective plans / presentations to a targeted audience.

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:

Enhancing Your Physical and Emotional Health 

• Employees have access to healthcare coverage, mental health resources, health & fitness reimbursement program, and Wellness Rewards Program.

Developing Your Career

• Tuition and certification reimbursement program are available along with continual education and development trainings for you to grow with Hamilton Lane.

Supporting Your Family & Community

• 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 nursing
  parents.  

Safeguarding Your Financial Wellbeing

• Hamilton Lane contributes to retirement programs and offers an employee stock purchasing plan.

We offer a competitive salary, annual discretiona