Associate, Private Wealth Solutions

About the role

We are seeking a driven, client-focused Associate Internal Wholesaler to join Hamilton Lane’s Private Wealth Solutions team. 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.

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).
• 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.
• Manage and update the CRM with all advisor interactions, pipeline opportunities, next steps and production, ensuring data accuracy and transparency for the broader team.
• Coincide 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.

Requirements

• 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.
• Highly organized with strong attention to detail, able to manage a high volume of activities, follow-ups and competing priorities across a large territory.
• 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.

Benefits

• Enhancing Your Physical and Emotional Health: Healthcare coverage, mental health resources, health & fitness reimbursement program, and Wellness Rewards Program.
• Developing Your Career: Tuition and certification reimbursement programs, continual education and development trainings.
• Supporting Your Family & Community: Paid time off to volunteer, compensation for referring qualified candidates that join our team, paid time off for new parents and newlyweds, travel support for nursing parents.
• Safeguarding Your Financial Wellbeing: Retirement programs, employee stock purchasing plan.