Principal, Private Wealth Solutions Sales

Job Description:

• Drive sales across intermediary private wealth channels
• Provide market insight, portfolio construction guidance, and investment product solutions to Financial Advisors and their clients
• Represent Hamilton Lane and its products
• Manage and grow the Chicago/Minnesota/Wisconsin territory
• Manage the sales process for new prospects uncovered through regional prospecting
• Conduct a high level of sales activity through face-to-face meetings, video conferences, and telephone conversations
• Interface with senior team members to coordinate internal and external prospect meetings
• Leverage existing relationships and networks to ensure immediate production

Requirements:

• 10+ years of financial services sales experience
• Strong relationships in Wirehouses and Independent Broker Dealers
• Private markets experience 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
• 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 competitive drive
• Resourcefulness, organization, and ability to prioritize multiple priorities
• High aptitude to learn new things quickly and adapt to new situations
• Ability to quickly build trust and relationships
• Ability to break down barriers to entry

Benefits:

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