Vice President, Client Solutions

Posted 12 Days Ago
Be an Early Applicant
Tel Aviv
Senior level
Fintech • Financial Services
The Role
The Vice President, Client Solutions will manage client relationships and ensure day-to-day execution of client-related activities. Responsibilities include maintaining communication with clients, coordinating with various internal teams, and identifying opportunities to enhance service and value. The role demands strong knowledge of private markets and financial services with an emphasis on client satisfaction and process improvement.
Summary Generated by Built In

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 $131.5 billion in discretionary assets and have oversight of an additional $816.1 billion in non-discretionary assets as of September 30, 2024.
 

The Opportunity:

Hamilton Lane Israel office manages discretionary accounts for some of the leading Institutional Investors in Israel.

In this role, you will be a principal point of contact for our discretionary clients and will be responsible for leading on the day-to-day execution of all client-related activity. The successful candidate will build and manage close relationships with our global teams and our clients in order to provide the highest level of dedicated service.

Your responsibilities will be to:

  • Serve as the primary point of contact for senior members of the investment teams of our discretionary clients on day to day queries and requests, create and maintain secure and trusting relationships. 

  • Coordinate with a diverse group within Hamilton Lane across various departments, including the Investment Team, Research, Reporting, Business Development, Legal and Senior Management.

  • Acquire and continually refresh your in-depth knowledge of private markets, our global platform and teams, our discretionary portfolios, our commingled funds, our tech platforms and more.

  • Identify areas of client interest and track and proactively share relevant market and internal data .

  • Identify areas of opportunity across client portfolios in order to seek to provide additional value.

  • Lead monthly service calls with clients to ensure ongoing client satisfaction , coordinating where relevant education for client teams on the private markets and/or our technologies.

  • Prepare agendas for quarterly strategic/portfolio/pipeline calls with Executive or Senior Investment Team members.

  • Review all deliverables, client reports, invoices to ensure total accuracy.

  • Constantly look for opportunities to improve/automate processes and internal systems

Your background and skills will include:

  • Must be bilingual in Hebrew/English

  • 5+  years’ experience in a financial services role with significant client relationship management responsibilities and market contact

  • Strong interest and commitment to private markets investing

  • In-depth knowledge of transaction structuring and related legal issues (advantage)

  • Ability to understand industry research in depth and form an articulate opinion

  • Must be able to operate effectively in a high pressure work environment

  • Clear and direct communication skills; written, spoken and presentation

  • Ability to understand and develop a good working knowledge of proprietary systems and software

  • Must be willing to work hours outside normal work day in order to communicate with other Hamilton Lane offices and personnel and respond to client requests promptly

  • Must be proficient in Microsoft applications (Word, Excel, PowerPoint)

  • College degree (B.A., B.S. or B.B.A.). An advanced degree (MBA) or CFA or other relevant designation is preferred, but not required

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, matches your donations to charitable organizations, 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.

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.

Hamilton Lane is an Equal Opportunity Employer. All qualified applicants will be considered for employment without regard to their race, religion, ancestry, national origin, sex, sexual orientation, age, disability, marital status, domestic partner status, or medical condition. As a registered investment adviser, employees of Hamilton Lane may be subject to certain limitations on political contribution and personal investment activities.

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.

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The Company
HQ: Conshohocken, PA
515 Employees
On-site Workplace
Year Founded: 1991

What We Do

Hamilton Lane is an alternative investment management firm providing innovative private markets solutions to sophisticated investors around the world. The firm has been dedicated to private markets investing for more than two decades and currently has more than 470 employees operating in 18 offices throughout the U.S., Europe, Asia and the Middle East. With $92+ billion in assets under management and $665+ billion in assets under supervision*, Hamilton Lane offers a full range of investment products and services that enable clients to participate in the private markets asset class on a global and customized basis. The firm has been named a Best Place to Work in Money Management by Pensions & Investments for eight consecutive years.

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