Principal, Private Wealth Solutions Sales

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Hamilton Lane

Site WebLinkedInTous les Emplois

501 - 1000 employés

Fondée en 1991

💸 Finance

🤝 B2B

🔥 Financement dans la dernière année

💰 €77 500 000 Post-IPO Equity - Hamilton Lane en 2025-09

Finance • B2B

Hamilton Lane est une société de gestion d'actifs mondiaux des marchés privés qui propose des stratégies d'investissement et des solutions dans les secteurs des capitaux primaires, des dettes secondaires, du crédit direct, des actions directes, des infrastructures et des actifs réels, de l'immobilier, du capital-risque et de la croissance, ainsi que de la gestion de patrimoine privé. L'entreprise offre des services personnalisés et institutionnels, des plateformes de données propriétaires et technologiques pour informer les investissements et les rapports, ainsi qu'une éducation et des solutions gérées pour une large base de clients comprenant des investisseurs institutionnels, des investisseurs en gestion de patrimoine et d'assurance. Avec des actifs significatifs sous gestion et un accent mis sur les marchés privés, Hamilton Lane combine la gestion d'investissements, des solutions axées sur le client et une technologie basée sur les données.

Description

• Develop and deepen relationships across private wealth channels • Lead and manage the full private wealth sales cycle • Maintain a high level of sales activity with wealth partners • Act as a senior point of contact for private wealth partners • Maintain and actively manage sales activities and pipeline in CRM • Coordinate internal and external meetings and events • Contribute to and utilize standard marketing and sales materials for private wealth • Lead or oversee responses to platform due diligence, RFPs, RFIs and questionnaires • Collaborate with internal stakeholders across the firm • Serve as a strategic communicator of Hamilton Lane’s private markets wealth solutions • Represent Hamilton Lane at wealth-focused conferences, client events and seminars • Participate as a senior member of the regional Private Wealth / Client Solutions team

🎯 Exigences

• University degree (B.A., B.S., B.B.A. or equivalent) in finance, economics, business or a related field • 10+ years of experience in financial services with significant private wealth and/or intermediary distribution responsibilities • Demonstrated track record of originating, developing and closing business with private banks, wealth platforms, external asset managers and/or family offices • Strong understanding of private markets and their use within high net worth and ultra high net worth portfolios, discretionary mandates and advisory platforms • Proven ability to communicate complex private markets concepts in a clear, structured way to relationship managers, product teams and end clients • Highly organized, structured and deadline focused, with the ability to manage multiple platform processes, product launches and sales initiatives in a fast paced environment • Strong interpersonal skills and consultative sales approach • Proficiency with CRM systems and a demonstrated ability to learn and use proprietary systems, tools and software • Proficiency in Microsoft applications (Word, Excel, PowerPoint) • Willingness and ability to travel regularly within the region and to other Hamilton Lane offices • Ability to obtain and maintain any required regulatory licenses for the markets and wealth channels covered

🏖️ Avantages

• Medical • Prescription • Dental • Paid Time Off • 401k plan • Life and Disability Insurances • Tuition Reimbursement • Employee Stock Purchase Program • Health Club Reimbursement • Flexible Spending Accounts