Internal Sales, Private Wealth Solutions Sales

###* 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).* 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.* 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.* Coordinate closely with Marketing and the external wholesaling team on campaigns, roadshows, conferences and virtual events to maximize advisor reach and conversion.* 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.* Prepare and customize sales materials, proposals and follow-up communications for advisors, including portfolio analyses and case studies, in collaboration with senior sales and product teams.* Provide a high level of responsiveness and service to advisors, ensuring timely follow-up on requests, proposals, investment questions and operational items.* Collaborate with teammates across Private Wealth Sales, National Accounts, Product, and Operations to ensure a seamless advisor and client experience.* Model a growth mindset and strong work ethic, actively seeking feedback and continuously improving sales skills, product knowledge and territory execution.* 3–6+ 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.* Highly organized with strong attention to detail, able to manage a high volume of activities, follow-ups and competing priorities across a large territory.* Proven ability to work collaboratively within a team-based sales environment while also taking ownership of individual goals and responsibilities.* Bachelor’s degree or equivalent experience.* Prior experience supporting or covering financial advisors within private wealth channels (wirehouse, RIA, independent broker-dealer, private bank or family office).* Experience working in or with a leading asset manager, alternatives platform or wealth management firm.* Proficiency with CRM systems (e.g., Salesforce) and comfort using technology and data to drive territory insights, targeting and follow-up.* Demonstrated interest in private markets and in building a long-term career in distribution and client solutions.* For our communities, Hamilton Lane provides paid time off to volunteer and compensates for referring qualified candidate 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

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