Vice President, National Accounts

Hamilton Lane Advisors•Conshohocken, PA

7d•Hybrid

About The Position

Hamilton Lane, a global leader in private markets, is seeking a Vice President for its National Accounts function to expand its presence in the private wealth distribution landscape. This role involves managing relationships with independent broker-dealer firms and digital investment platforms, and supporting colleagues with strategic wealth management platforms. The ideal candidate is an experienced national accounts relationship manager with strong industry connections, expertise in private markets (especially evergreen and semi-liquid structures), and a proven ability to manage senior-level relationships and drive asset growth.

Requirements

8+ years of experience in national accounts, platform relationship management, or distribution within asset management, with a focus on alternative investments/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 (evergreen/semi-liquid funds, interval funds, tender-offer funds, non-traded BDCs) and the IBD/RIA distribution landscape.
Demonstrated track record of managing complex, multi-stakeholder relationships and driving measurable AUM and revenue growth.
FINRA Series 7 and 63 (or 66) required.
Bachelor's degree required.
Strong contract negotiation skills.
Detail-oriented project management skills.
Highly organized with a disciplined approach to prioritization and follow-through.
Excellent communication skills, both internally and externally.
Comfortable presenting to and influencing senior stakeholders.
Willingness to travel approximately 30–50%.

Nice To Haves

Additional licenses a plus.
MBA, CFA, or CAIA a plus.

Responsibilities

Lead relationships with independent broker-dealer firms and digital investment platforms.
Support relationship management for strategic wirehouse, regional broker-dealer, custodial partners, and RIAs.
Work closely with the National Sales Manager and wholesalers to ensure alignment and drive growth.
Lead due diligence requests, including RFPs, DDQs, platform onboarding, and fund approval/menu-placement processes for private wealth products.
Build and execute account-specific business plans with sales, AUM growth, and advisor engagement targets.
Drive advisor awareness and product adoption through trainings, conferences, webinars, and due-diligence meetings.
Negotiate platform agreements, fee arrangements, and servicing terms.
Monitor platform sales, flows, and redemption activity, identifying trends and managing retention risk.
Represent the client's voice internally, providing feedback on platform requirements, competitive intelligence, and product feedback.
Partner with Marketing on platform-specific campaigns, collateral, and digital content.
Support model-portfolio/menu inclusion discussions.
Track pipeline, AUM, and revenue against goals using CRM and platform reporting tools.
Stay current on private markets trends, competitor activity, and regulatory developments.
Represent Hamilton Lane at industry conferences and due-diligence forums.