Vice President, Institutional Business Development - West Coast

Posted 6 Days Ago
Be an Early Applicant
San Francisco, CA
Senior level
Fintech • Financial Services
The Role
As Vice President on the Client Solutions team, you will expand the institutional client base in the West Region by building relationships, raising capital from institutions, and maintaining CRM data. Responsibilities include conducting research, attending meetings, and collaborating with the head of Client Solutions to develop a business plan for growth.
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 Investment and Technology Solutions to clients across the globe, we manage approximately $131.5 billion in discretionary assets and have oversight of an additional $816 billion in non-discretionary assets as of September 30, 2024.

The Opportunity:

As a Vice President on our Client Solutions team, you will work to expand the firm’s institutional client base in the West Region. You will be responsible for establishing new relationships in the region, working with existing client and consultant relationships to maintain & expand our client base in commingled funds and separate accounts. In this role you will bring your ability to communicate effectively, present complex strategies to clients and operate in a results-driven dynamic environment.

Your responsibilities will be to:

  •  Raise capital from West institutions including pensions, endowments, foundations & financial institutions for global private markets products & separate accounts.
  • Initiate research to target potential investors for business development and attend investor meetings.
  • Maintain CRM data post investor meetings. Help build and support marketing campaigns by using existing CRM contacts and identifying potential investors.
  • Review Requests for Proposals and Due Diligence Questionnaires completed by the Client Solutions Support Team.
  • Schedule and arrange conference calls, client meetings, road shows and investor events.
  • Work directly with the Head of Client Solutions in the Americas to develop a business plan to continue the growth of our institutional client base in the West.
  • Work with the consultant relations team to assist with the coverage of select consulting firms and field consultants.
  • Maintain a working knowledge of firm’s commingled funds, strategies and market thoughts.
     

Your background will include:

  • 7-10 years of work experience in a financial industry setting.
  • College degree (B.A., B.S. or B.B.A.)
  • Proven experience in an institutional client facing role, preferably in a sales capacity, relationship management, and or consultant relations experience will also be considered.
  • Willing to travel extensively.
  • Proficient in Microsoft applications (Word, Excel, PowerPoint).  
  • Detail oriented and organized and possess good analytical skills.  
  • Proven Ability to handle multiple assignments/initiatives.  
  • Strong communication skills (written and verbal). 
     

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 families, 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

  • Contributes to retirement programs and offers an employee stock purchasing plan.
  • Competitive compensation package with eligibility for an annual discretionary bonus.
     

Diversity Pledge

At Hamilton Lane, we prioritize the value of diversity and intentionally work to cultivate an environment that embraces the strength derived from our collective differences. We acknowledge the hesitancy of underrepresented groups to apply unless meeting every criterion. We welcome applications from all, even if not meeting every job description requirement. Your unique contribution is not just welcomed but essential to our success.
 

Agency Disclosure

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.

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.

Top Skills

Microsoft
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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