H

Hamilton Lane

Private markets investment management for institutions

Vice President - National Accounts

Account ManagementConfirmed live in the last 24 hours
Full-timeNo salary listed

About the Job

Requirements

  • At least 8 years of experience in national accounts, platform relationship management, or distribution within asset management, particularly focused on alternative investments or 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, including evergreen and semi-liquid funds, interval funds, tender-offer funds, non-traded business development companies, and the independent broker-dealer and registered investment adviser distribution landscape.
  • Demonstrated track record of managing complex, multi-stakeholder relationships and driving measurable assets-under-management and revenue growth.
  • FINRA Series 7 and Series 63 (or Series 66) licenses are required.
  • A bachelor's degree is required.
  • Strong contract-negotiation skills, including the ability to negotiate platform agreements, fee terms, and servicing arrangements to favorable outcomes for both sides.
  • Project-management skills to manage multiple due-diligence processes, platform approvals, and account plans while tracking deadlines and deliverables.
  • Highly organized, with a disciplined approach to prioritization and follow-through across a broad set of relationships and workstreams.
  • Excellent communication skills across internal teams and with senior home-office and platform executives.
  • Ability to present to and influence senior stakeholders in individual and group settings.
  • Willingness to travel approximately 30–50%.

Responsibilities

  • Lead relationships across independent broker-dealer firms and digital investment platforms, and assist with relationship management for strategic wirehouse, regional broker-dealer, custodial partners, and registered investment adviser relationships.
  • Work with the National Sales Manager and wholesalers to align efforts and drive growth across shared accounts.
  • Lead requests for proposals, due-diligence questionnaires, platform onboarding, and fund approval and menu-placement processes for evergreen, semi-liquid, and other private-wealth products.
  • Build and execute account-specific business plans with sales, assets-under-management growth, and advisor-engagement targets, coordinating with field partners for consistent engagement across platforms.
  • Drive advisor awareness and product adoption through training, 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, identify trends early, and address retention risk.
  • Represent client perspectives internally by communicating 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 and menu-inclusion discussions.
  • Track pipeline, assets under management, and revenue against goals using customer relationship management and platform reporting tools.
  • Stay current on private-markets trends, competitor activity, and regulatory developments across independent broker-dealer, registered investment adviser, and digital-platform channels.
  • Represent Hamilton Lane at industry conferences and due-diligence forums.

Desired Qualifications

  • Additional FINRA licenses are a plus.
  • An MBA is a plus.
  • The Chartered Financial Analyst (CFA) designation is a plus.
  • The Chartered Alternative Investment Analyst (CAIA) designation is a plus.

About the Company

Hamilton Lane

Private markets investment management for institutions

Hamilton Lane provides tailored exposure to private markets for institutional and private wealth investors worldwide, combining bespoke portfolio solutions with strong client service. Its product works by offering access to private markets investments through a disciplined, data-driven investment process, backed by years of research, risk analytics, and manager selection to build customized portfolios. The company differentiates itself from peers through a long track record (over 33 years) of client-centricity, candor, authenticity, and rigorous, data-supported insights, delivering solutions-focused strategies and high-touch service. Its goal is to improve the financial well-being of clients who depend on it by helping them access and navigate the private markets in a thoughtful, transparent way.

Company size
201-500
Company stage
IPO
Headquarters
Lower Merion Township, Pennsylvania
Founded
1991

Recently Posted Jobs

Explore more opportunities at Hamilton Lane

See more jobs