Hamilton Lane Advisors

Associate, Private Wealth Solutions

Conshohocken, PA, USA · Senior

Sponsorship not specified$10k-$20kDetected 31 days ago

SalesforceCRMOutbound SalesCommunicationCollaborationOrganizational SkillsCFA

About the role

We are seeking a driven, client-focused Associate Internal Wholesaler to join Hamilton Lane's Private Wealth Solutions team.
Conduct proactive outbound calls and emails to financial advisors to introduce Hamilton Lane's private markets offerings, uncover opportunities, qualify prospects and schedule meetings, webinars and events.
Coordinate closely with Marketing and the external wholesaling team on campaigns, roadshows, conferences and virtual events to maximize advisor reach and conversion.

Responsibilities

Partner with external wholesalers to execute the sales strategy for your territory, driving advisor engagement and asset growth across key intermediary channels (wirehouses, independent broker-dealers, RIAs, private banks).
Deliver clear and compelling product, market and portfolio construction messaging over the phone and via web meetings, tailoring content to advisor needs and client profiles.
Maintain a disciplined territory management approach, including call blocks, campaign execution, follow-up cadences and activity tracking.
Manage and update the CRM with all advisor interactions, pipeline opportunities, next steps and production, ensuring data accuracy and transparency for the broader team.
Support enterprise and platform-level initiatives by helping translate new platform placements, product launches and campaigns into targeted advisor outreach and production in your territory.
Develop and maintain a strong command of Hamilton Lane's private markets strategies, vehicle types and structures, as well as competitive and market trends.
Collaborate with teammates across Private Wealth Sales, National Accounts, Product, and Operations to ensure a seamless advisor and client experience.
In this role, you will partner closely with external wholesalers to drive adoption of Hamilton Lane's private markets solutions across financial advisors in your assigned territory.
You will help deepen relationships with wealth management firms by providing differentiated market insights, portfolio construction support, and product expertise that align with advisors' and their clients' objectives.
Developing Your Career

Requirements

Proficiency with CRM systems (e.g., Salesforce) and comfort using technology and data to drive territory insights, targeting and follow-up.

Nice to have

3+ years of experience in financial services, preferably in internal wholesaling, intermediary distribution, sales support or advisor-facing roles.
Series 7 and 63 (or Series 6 and 63) in good standing
additional designations (e.g., 65/66, CAIA, CFA) are a plus.
Demonstrated success in a phone-based sales or relationship management role with measurable activity and production expectations.
Strong understanding of investment products and capital markets
familiarity with alternative investments and/or private markets is strongly preferred.
Excellent communication skills, with the ability to translate complex investment concepts into clear, actionable conversations for financial advisors.
Proven ability to work collaboratively within a team-based sales environment while also taking ownership of individual goals and responsibilities.

Compensation

$10k-$20k

Benefits

To do this, Hamilton Lane offers the following 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.
For our communities, 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.
Safeguarding Your Financial Wellbeing
Hamilton Lane contributes to retirement programs and offers an employee stock purchasing plan.
to provide our employees with a competitive suite of benefits and services to help navigate through the complexities and challenges of working, living, raising a family, and eventually retiring.

Company info

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.
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.

Equal opportunity

Hamilton Lane is an affirmative action-
equal opportunity employer.
If you need a reasonable accommodation to complete your application, please contact Human Resources at humanresources@hamiltonlane.com.

Visa & Work Authorization

sidered for employment without regard to their race, color, creed, religion, sex, pregnancy, national origin, ancestry, citizenship status, age, marital or partnership status, sexual orientation, gender identity or expre

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