[Remote] Principal, Private Wealth Solutions Sales

Note: The job is a remote job and is open to candidates in USA. Hamilton Lane is a global private markets investment firm providing solutions to institutional and private wealth investors. The Principal, Private Wealth Solutions Sales role drives sales across intermediary private wealth channels by providing market insight, portfolio construction guidance, and investment product solutions to financial advisors and their clients. The role manages a regional territory, develops prospects, conducts sales activities, and builds relationships with internal and external stakeholders.

Responsibilities

• Manage and grow the Chicago/Minnesota/Wisconsin 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

Skills

• 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
• 10+ years of financial services sales with strong relationships in Wirehouses and Independent Broker Dealers
• 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
• Private markets experience is a plus

Benefits

• Healthcare coverage
• Mental health resources
• Health & fitness reimbursement program
• Wellness Rewards Program
• Tuition reimbursement programs
• Certification reimbursement programs
• Continual education and development trainings
• Paid time off to volunteer
• Compensation for referring qualified candidates that join the team
• Adoption reimbursement program
• Paid time off for new parents and newlyweds
• Travel support for nursing parents
• Employer contributions to retirement programs
• Employee stock purchasing plan

Company Overview