Senior Associate, Private Wealth Solutions

Internal Wholesaler

Join Hamilton Lane, a global leader in private markets, as we scale to meet the demands of our growing client base. Here, you'll work with ambitious, high-performing teams built on integrity, candor and collaboration, backed by our market-leading data and technology. We invest heavily in our people and our partners, giving you the platform to enrich lives, safeguard futures and grow your career.

The Internal Wholesaler is the central resource and relationship manager for their assigned territory. They will focus on growing new business in support of national sales goals and developing new relationships throughout the United States in a specific territory. This role assists in managing distribution relationships by facilitating business production, creative selling, and problem resolution.

The Internal Wholesaler is responsible for helping to execute on regional business plans that achieve and exceed sales targets for their assigned territory and will be focused in the Wirehouse channel.

Responsible For:

• Prospecting new clients, services existing clients, and meetings coordination along aside external partner(s)
• Builds and maintains strong relationships with team members to establish and achieve sales targets. Serves as the initial contact for problem resolution. Research accounts and/or elevates issues to solve problems
• Use of the provided CRM for all interactions that leads to reports on sales activity and production as required
• Maintains successful relationships with colleagues including but not limited to Marketing, Compliance, and Operations
• Maintains ongoing knowledge on industry trends, advanced marketing concepts and company products
• Consistently looks for "value adds" through service and selling ideas
• Keeps an ethical and compliant region based on company and regulatory standards
• Identifying leads for new relationships within Hamilton Lane

Requirements:

• Bachelor's degree
• 1-3 years has an internal
• Series 7
• Knowledgeable on distribution channel
• Strong phone and interpersonal communication skills (verbal & written).
• Possesses the ability to plan, organize, develop, and deliver effective plans / presentations to a targeted audience.

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 programs 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.

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 hu

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.