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Hamilton Lane

Private markets investment management for institutions

Principal Private Wealth Solutions Sales

Sales & TradingConfirmed live in the last 24 hours
Full-timeIllinois, USANo salary listed

About the Job

Requirements

  • At least 10 years of financial services sales experience with strong relationships in wirehouses and independent broker-dealers.
  • A bachelor's degree with a concentration in Finance, Business, Management, or Communication.
  • Series 6 or 7 and Series 63 licenses, with a clean Form U4.
  • Strong communication skills in person, over the phone, and in writing.
  • Excellent priority management.

Responsibilities

  • Manage and grow the Chicago, Minnesota, and Wisconsin territory.
  • Manage the sales process for new prospects uncovered in the region through prospecting efforts.
  • Maintain a high level of sales activity through face-to-face meetings, video conferences, and direct telephone conversations.
  • Coordinate internal and external prospect meetings with senior team members.
  • Leverage existing relationships and networks to drive immediate production.
  • Provide market insight, portfolio construction guidance, and investment product solutions to financial advisors and their clients while representing Hamilton Lane and its products.
  • Represent multiple product offerings and apply investment, portfolio, and product knowledge to client needs.
  • Uncover and qualify new sales opportunities.

Desired Qualifications

  • Private markets experience 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

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