Regional Sales Consultant, 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:

Hamilton Lane is looking for a driven energetic salesperson to become a member of our highly skilled sales team. As a Regional Sales Consultant within our Private Wealth Sales Team, your primary responsibility will be driving sales across intermediary private wealth channels with a focus on RIAs (Registered Investment Advisors). You’ll work daily to help provide valuable market insight, portfolio construction guidance and investment product solutions to Financial Advisors and their clients by representing Hamilton Lane and our products. 
 

Your responsibilities will be to:

• Manage and grow a sales territory including:
  • Managing the sales process for new prospects uncovered in the region through prospecting efforts
  • A high expected level of sales activity, through face-to-face meetings, video conferences and direct telephone conversations.
  • Interfacing with senior team members in the coordination of internal and external prospect meetings.
• Demonstrate a mastery of skills such as:
  • 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
  • Committed to constant self-improvement and exhibit a competitive drive
  • Extremely resourceful, organized, and ability to prioritize multiple priorities
  • A high aptitude to learn new things quickly and adapt to new situations
  • The ability to quickly build trust and relationships
  • The ability to “break down” barriers to entry
     

Your background will include:

• 3-5 years of financial services sales with demonstrated track record of ownership of full cycle sales process
• Series 6 or 7 and 63 required
• Excellent communication skills; in-person, over the phone, and in writing
• Entrepreneurial spirit
• Excellent priority management
• Private markets experience is a plus
   

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 candidates 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.
   

Diversity Pledge

At Hamilton Lane, we prioritize the value of diversity and intentionally cultivate an environment that embraces the strength derived from our collective differences. Recognizing the industry's need for change, we address the hesitancy of underrepresented groups, particularly women and people of color, to apply unless meeting every criterion. We welcome applications from women, men, people of color, veterans, the LGBTQ+ community, and those returning to the workforce, even if not meeting every job description requirement, including education level. Your unique contribution is not just welcomed but essential to our success.

If you need a reasonable accommodation to complete your application, please contact Human Resources at [email protected].

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 [email protected].

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