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Private Wealth Salesperson at Hamilton Lane - ApplyBlast

Private Wealth Salesperson

Hamilton Lane

3 months ago

4.0 on Glassdoor

Onsite

Full Time

Senior

0 applicants

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About this role

Hamilton Lane is seeking an experienced salesperson to drive sales across intermediary private wealth channels, providing market insight, portfolio construction guidance, and investment product solutions to financial advisors and their clients. The role involves managing and growing a sales territory, prospecting new clients, and leveraging existing relationships to generate production.

Responsibilities

Manage and grow a sales territory
Drive sales across intermediary private wealth channels
Prospect and manage the sales process for new clients
Provide market insight and portfolio construction guidance to financial advisors
Build and maintain relationships with senior team members and external prospects

Skills

Qualifications

Bachelor’s Degree in Finance/BusinessCFACAIASeries 6Series 7

About Hamilton Lane

hamiltonlane.com

Headquarters

Conshohocken, Pennsylvania, United States

Company Size

501-1000 employees

Founded

1991

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Hamilton Lane is a leading, global investment manager providing private markets solutions that help our clients accomplish their unique financial goals.