Principal, Business Intelligence

The Opportunity

We are seeking a strategic, data-driven leader to build and oversee Business Intelligence for Private Wealth Solutions. In this role, you will be responsible for designing and optimizing our territory framework based on the largest opportunity sets for Hamilton Lane across regions, using data to inform where and how we deploy our sales resources.

Responsibilities

• Serve as a key strategic partner to US Private Wealth (USPW) leadership, helping to design, refine, and execute the overall growth strategy for the platform.
• Build and continuously optimize data-driven territory frameworks that align coverage with the largest current and future opportunity sets across regions, channels, and client segments.
• Ingest, synthesize, and interpret new and existing data sources (CRM, flows, client demographics, platform analytics, third-party datasets) to identify where Hamilton Lane is winning, where there are gaps, and where we should concentrate incremental effort.
• Translate analytics into practical tools and playbooks for the sales team, including territory maps, target lists, prioritization frameworks, and dashboards that are easy to understand and act upon.
• Own the end-to-end performance tracking for USPW growth initiatives, establishing clear KPIs, monitoring progress against goals, and recommending pivots in coverage, targeting, or resource allocation as the data dictates.
• Enhance and govern CRM and related data infrastructure so that activity, pipeline, and flow data are captured in ways that directly support strategic decision-making, territory design, and campaign execution.
• Partner closely with the National Sales Manager and wholesalers to ensure that field activity aligns with strategic priorities and that data-driven insights are consistently reflected in on-the-ground engagement.
• Collaborate extensively with Marketing to segment the client and prospect base and determine which relationships should receive high-touch, in-person engagement and which are best served through scaled, digital outreach.
• Partner with Sales Enablement teams across Hamilton Lane, encouraging experimentation, sharing best practices, and ensuring that strategic decisions are grounded in high-quality, well-structured information.

Qualifications

• Ability to maintain front and backend of CRM in a timely organized manner
• Strong Excel and Data Skills
• Deliver product-specific activity data and reporting as needed by internal stakeholders
• 5+ years of relevant work experience in asset management
• Ability to work independently on multiday projects while maintaining connection to immediate needs

Benefits

At Hamilton Lane, our benefits philosophy is simple: 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. To Do This, Hamilton Lane Offers The Following Benefits

• Enhancing Your Physical and Emotional Health:
• Healthcare coverage
• Mental health resources
• Health & fitness reimbursement program
• 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
• Adoption reimbursement program
• Paid time off for new parents and newlyweds
• Travel support for nursing parents
• Safeguarding Your Financial Wellbeing:
• Contributions to retirement programs
• Employee stock purchasing plan

Company Information

Hamilton Lane is an affirmative action-equal opportunity employer. All qualified applicants will be considered 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 expression, disability, genetic predisposition, veteran or military status, status as a victim of domestic violence, a sex offense or stalking, or any other classification prohibited by applicable law. If you need a reasonable accommodation to complete your application, please contact Human Resources at humanresources@hamiltonlane.com. Hamilton Lane is not accepting unsolicited assistance from search firms for this employment opportunity. Please, no phone calls or emails. All resumes submitted by search firms to any employee at Hamilton Lane via-email, the Internet or in any form and/or method without a valid written search agreement in place for this position will be deemed the sole property of Hamilton Lane. No fee shall be paid in the event the candidate is hired by Hamilton Lane as a result of the referral or through other means.