Senior Associate, Private Wealth Solutions

Hamilton Lane Advisors•Conshohocken, PA

10d

About The Position

Join Hamilton Lane, a global leader in private markets, as we scale to meet the demands of our growing client base. Here, you’ll work with ambitious, high‑performing teams built on integrity, candor and collaboration, backed by our market-leading data and technology. We invest heavily in our people and our partners, giving you the platform to enrich lives, safeguard futures and grow your career. As one of the largest private markets investment firms globally, we provide innovative solutions to institutional and private wealth investors around the world, specializing in flexibility and full-spectrum access. We currently employ approximately 800 professionals operating in offices throughout North America, Europe, Asia Pacific and the Middle East, and have $1.0 trillion in assets under management and supervision, composed of $146.1 billion in discretionary assets and $871.5 billion in non-discretionary assets, as of December 31, 2025. The Internal Wholesaler is the central resource and relationship manager for their assigned territory. They will focus on growing new business in support of national sales goals and developing new relationships throughout the United States in a specific territory. This role assists in managing distribution relationships by facilitating business production, creative selling, and problem resolution. The Internal Wholesaler is responsible for helping to execute on regional business plans that achieve and exceed sales targets for their assigned territory and will be focused in the Wirehouse channel.

Requirements

Bachelor’s degree
1-3 years
has an internal Series 7
Knowledgeable on distribution channel
Strong phone and interpersonal communication skills (verbal & written).
Possesses the ability to plan, organize, develop, and deliver effective plans / presentations to a targeted audience.

Responsibilities

Prospecting new clients, services existing clients, and meetings coordination along aside external partner(s)
Builds and maintains strong relationships with team members to establish and achieve sales targets.
Serves as the initial contact for problem resolution.
Research accounts and/or elevates issues to solve problems
Use of the provided CRM for all interactions that leads to reports on sales activity and production as required
Maintains successful relationships with colleagues including but not limited to Marketing, Compliance, and Operations
Maintains ongoing knowledge on industry trends, advanced marketing concepts and company products
Consistently looks for “value adds” through service and selling ideas
Keeps an ethical and compliant region based on company and regulatory standards
Identifying leads for new relationships within Hamilton Lane