Vice President, Private Wealth Solutions Sales

🔥 10 minutes ago

🍂 Massachusetts – Remote

🍂 Massachusetts – Remote

⏰ Full Time

🔴 Lead

👔 Vice President

Apply Now

Find Similar Remote Jobs

Set Up Email Alert For New Jobs

📊 Check your resume score for this job

Improve your chances of getting an interview by checking your resume score before you apply.

Upload Resume

Hamilton Lane

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 1991

💼 Consulting

🛡️ Insurance

💸 Finance

🔥 Funding within the last year

💰 $77.5M Post-IPO Equity - Hamilton Lane on 2025-09

Consulting • Insurance • Finance

Hamilton Lane is a global private markets asset management firm that provides investment strategies and solutions across primaries, secondaries, direct credit, direct equity, infrastructure & real assets, real estate, venture capital & growth, and private wealth. The firm offers customized and institutional services, proprietary data and technology platforms to inform investing and reporting, and education and managed solutions for a broad client base including institutional, wealth and insurance investors. With significant assets under management and a focus on private markets, Hamilton Lane combines investment management, client-driven solutions, and data-backed technology.

📋 Description

• Drive sales across intermediary private wealth channels • Provide market insight, portfolio construction guidance, and investment product solutions to Financial Advisors and their clients • Represent Hamilton Lane and its products • Manage and grow the New England Territory • Manage the sales process for new regional prospects uncovered through prospecting • Conduct a high level of sales activity through face-to-face meetings, video conferences, and direct telephone conversations • Interface with senior team members to coordinate internal and external prospect meetings • Leverage existing relationships and networks to ensure immediate production

🎯 Requirements

• 5+ years of financial services sales experience • Strong relationships in RIAs, wirehouses, and independent broker-dealers • Private markets experience is a plus • Entrepreneurial spirit and drive • Bachelor’s Degree with a concentration in Finance, Business, Management, or Communication • Series 6 or 7 and 63 required with a clean U4 • Strong communication skills in person, over the phone, and in writing • Excellent priority management • Outstanding consultative sales and communication • Active listening • Advanced customer service • Ability to represent multiple product offerings • Depth of investment, portfolio, and product knowledge • Ability to uncover and qualify new opportunities • Commitment to constant self-improvement and competitive drive • Resourcefulness, organization, and ability to prioritize multiple priorities • High aptitude to learn new things quickly and adapt to new situations • Ability to quickly build trust and relationships • Ability to break down barriers to entry

🏖️ Benefits

• Healthcare coverage • Mental health resources • Health & fitness reimbursement program • Wellness Rewards Program • Tuition and certification reimbursement programs • Continual education and development trainings • Paid time off to volunteer • Compensation for referring qualified candidates that join the team • Adoption reimbursement program • Paid time off for new parents and newlyweds • Travel support for nursing parents • Retirement programs • Employee stock purchasing plan