Principal, Private Wealth Solutions Sales

Hamilton Lane • San Francisco, CA

8d • $125,000 - $175,000

About The Position

Hamilton Lane is looking to expand our team to satisfy the needs of our growing client base. Hamilton Lane is built on collaboration, teamwork and integrity. Our employees pursue excellence and always strive to do the right thing. We invest in our employees, clients and partner relationships, as well as, in the technology and resources necessary to remain competitive, working in a competitive environment that inspires innovation. What we do: As a recognized leader in providing Private Markets Solutions to clients across the globe, we manage approximately $145.6B in discretionary assets under management and $859.8B in non-discretionary assets under management, as of September 30, 2025. 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 in the Pacific Northwest. 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.

Requirements

• 5+ years of financial services sales with strong relationships in RIA, Wirehouses, and Independent Broker Dealers in the Pacific Northwest.
• 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

• Private markets experience is a plus
• Entrepreneurial spirit and drive

Responsibilities

• 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

Benefits

• Employees have access to healthcare coverage, mental health resources, health & fitness reimbursement program, and Wellness Rewards Program.
• Tuition and certification reimbursement programs are available, along with continual education and development trainings for you to grow with Hamilton Lane.
• 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.
• Hamilton Lane contributes to retirement programs and offers an employee stock purchasing plan.
• We offer a competitive salary, annual discretionary bonus and a comprehensive benefits package which includes: Medical, Prescription, Dental, Paid Time Off, 401k plan, Life and Disability Insurances, Tuition Reimbursement, Employee Stock Purchase Program, Health Club Reimbursement and Flexible Spending Accounts.

What This Job Offers

• Job Type: Full-time
• Career Level: Principal