Hamilton Lane

Vice President, National Accounts

Hamilton Lane$160K — $200K *
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • 8+ years of experience in national accounts or distribution within asset management, particularly in alternative investments
  • Established relationships with home-office teams at independent broker-dealers and digital platforms
  • Working knowledge of private market fund structures like evergreen and semi-liquid funds
  • Proven record of managing complex relationships and driving AUM and revenue growth
  • FINRA Series 7 and 63 (or 66) required; additional licenses beneficial
  • Bachelor's degree required; MBA, CFA, or CAIA preferred
  • Strong contract negotiation skills with experience in fee terms and servicing arrangements
  • Detail-oriented project management skills to manage multiple due diligence processes.

Responsibilities

  • Lead relationships with independent broker-dealers and digital investment platforms
  • Collaborate with the National Sales Manager to drive growth in shared accounts
  • Oversee due diligence processes such as RFPs and onboarding for private wealth products
  • Develop and execute account-specific business plans targeting sales and AUM growth
  • Facilitate trainings and presentations to drive advisor awareness and product adoption
  • Negotiate platform agreements and servicing terms alongside Legal and Compliance
  • Monitor platform sales and trends to proactively address retention risks

Benefits

  • Access to healthcare coverage and mental health resources
  • Tuition and certification reimbursement programs, and ongoing education trainings
  • Paid time off for volunteering and referral bonuses for new hires
  • Adoption reimbursement, paid time off for new parents and newlyweds, and travel support for nursing parents
  • Contributions to retirement programs and employee stock purchasing plan
Full Job Description
The Opportunity
Hamilton Lane is looking for a Vice President, in their National Accounts function to help grow our presence across the private wealth distribution landscape. This individual will be responsible for leading relationships with independent broker-dealer firms and digital investment platforms, as well as supporting our field and national accounts colleagues on strategic wealth management platforms like wirehouses, regional broker-dealers, and RIA/custodial platforms.

We're looking for an experienced national accounts relationship manager who has strong relationships in the IBD and tech platform space, possesses investment acumen in private markets (particularly with evergreen and semi-liquid structures), and thrives on managing multiple senior-level relationships while driving real growth in assets, approvals, and advisor engagement.

Your responsibilities will include:
  • Lead relationships across a set of independent broker-dealer firms, digital investment platforms, and aide in relationship management for strategic wirehouse, regional broker-dealer, custodial partners, and RIAs.
  • Work closely with our National Sales Manager and wholesalers to ensure alignment and drive growth across shared accounts.
  • Lead due diligence requestions like RFP, DDQs, platform onboarding, and fund approval/menu-placement processes for Hamilton Lane's evergreen, semi-liquid, and other private wealth product suite.
  • Build and execute account-specific business plans with clear sales, AUM growth, and advisor-engagement targets, coordinating with field partners so the firm shows up consistently across each platform.
  • Drive advisor awareness and product adoption through trainings, national and regional conferences, webinars, and due-diligence meetings.
  • Negotiate platform agreements, fee arrangements, and servicing terms in partnership with Legal, Compliance, and Product teams.
  • Monitor platform sales, flows, and redemption activity, flagging trends early and getting ahead of retention risk.
  • Represent the voice of the client internally, feeding platform requirements, competitive intelligence, and product feedback to Product, Marketing, and Fund Management.
  • Partner with Marketing on platform-specific campaigns, collateral, and digital content, and support model-portfolio/menu inclusion discussions.
  • Track pipeline, AUM, and revenue against goals using CRM and platform reporting tools, and keep current on private markets trends, competitor activity, and regulatory developments across the IBD, RIA, and digital-platform channels.
  • Represent Hamilton Lane at industry conferences and due-diligence forums.


Your background will include:

Must-Haves:
  • 8+ years of experience in national accounts, platform relationship management, or distribution within asset management, particularly focused on alternative investments/ private markets
  • Established relationships with home-office due-diligence, platform, and product teams at independent broker-dealer and/or digital-platform organizations.
  • Working knowledge of private markets fund structures (evergreen/semi-liquid funds, interval funds, tender-offer funds, non-traded BDCs) and the IBD/RIA distribution landscape.
  • Demonstrated track record of managing complex, multi-stakeholder relationships and driving measurable AUM and revenue growth.
  • FINRA Series 7 and 63 (or 66) required; additional licenses a plus.
  • Bachelor's degree required; MBA, CFA, or CAIA a plus.
  • Strong contract negotiation skills, with the ability to work through platform agreements, fee terms, and servicing arrangements to a favorable outcome for both sides.
  • Detail-oriented project management skills, able to juggle multiple due-diligence processes, platform approvals, and account plans at once without losing track of deadlines or deliverables.
  • Highly organized, with a disciplined approach to prioritization and follow-through across a broad set of relationships and workstreams.
  • Excellent communication skills, both internally (across Sales, Marketing, Product, Legal, and Compliance) and externally (with senior home-office and platform executives).
  • Comfortable presenting to and influencing senior stakeholders, both one-on-one and in group settings.


Travel:
  • Willingness to travel approximately 30-50%.


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.

About Hamilton Lane

Hamilton Lane is a leading global private markets investment management firm. The company provides a range of investment solutions to institutional investors, including private equity, real estate, and credit strategies. Hamilton Lane was founded in 1991 and has since grown to become one of the largest and most respected firms in the industry. The company is committed to delivering superior investment performance and exceptional client service, and has a proven track record of success.
Learn more about Hamilton Lane
Size
530 employees
Market Cap
$3.5 billion
Industry
Net Income
$78.9 million
5 Year Trend
+15.4%
Revenue
$315.6 million
NASDAQ

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