Senior Associate, Private Wealth Solutions

Hamilton Lane•Conshohocken, PA

11d•Onsite

About The Position

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