The Opportunity:We are looking for a driven and energetic salesperson to become a member of our highly skilled sales team. Your primary responsibility will be driving sales across intermediary private wealth channels. 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.
- Leveraging existing relationships and network to ensure immediate production
- 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
- Commitment 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:Must-haves:- 7+ years of financial services sales with strong relationships in RIA, Wirehouses, Private Banks, Family Offices and Independent Broker Dealers.
- Proven private markets experience
- CFA and/or CAIA designations is a plus
- Fluent in Spanish and English. Portuguese is a plus.
- Entrepreneurial spirit and drive
- Bachelor's Degree with an area of concentration in Finance, Business, Management, or Communication
- Series 6 or 7 and 63 required with a clean U4
- Strong communication skills; in-person, over the phone, and in writing
- Excellent priority management
Nice-to-haves:- Prior experience localizing marketing and sales materials (presentations, pitchbooks, factsheets) for specific regions, platforms or Advisor segments.
- Background or familiarity with private markets (e.g., private equity, private credit, real assets) and their application in private wealth portfolios.
BenefitsAt 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 CareerTuition and certification reimbursement programs are available, along with continual education and development trainings for you to grow with Hamilton Lane.
Supporting Your Family & CommunityFor 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 WellbeingHamilton Lane contributes to retirement programs and offers an employee stock purchasing plan.
