Senior Associate, Private Wealth Solutions
Join Hamilton Lane, a global leader in private markets, as we scale to meet the demands of our growing client base. Here, you’ll work with ambitious, high-performing teams built on integrity, candor and collaboration, backed by our market-leading data and technology.
About the role
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.
The Internal Wholesaler is the central resource and relationship manager for their assigned territory. They will focus on growing new business in support of national sales goals and developing new relationships throughout the United States in a specific territory. This role assists in managing distribution relationships by facilitating business production, creative selling, and problem resolution. The Internal Wholesaler is responsible for helping to execute on regional business plans that achieve and exceed sales targets for their assigned territory and will be focused in the Wirehouse channel.
Responsibilities
- Prospecting new clients, servicing existing clients, and coordinating meetings alongside external partner(s)
- Building and maintaining strong relationships with team members to establish and achieve sales targets
- Serving as the initial contact for problem resolution
- Researching accounts and/or elevating issues to solve problems
- Using the provided CRM for all interactions that leads to reports on sales activity and production as required
- Maintaining successful relationships with colleagues including but not limited to Marketing, Compliance, and Operations
- Maintaining ongoing knowledge on industry trends, advanced marketing concepts and company products
- Consistently looking for “value adds” through service and selling ideas
- Keeping an ethical and compliant region based on company and regulatory standards
- Identifying leads for new relationships within Hamilton Lane
Requirements
- Bachelor’s degree
- 1-3 years in an internal role
- Series 7
- Knowledgeable on distribution channel
- Strong phone and interpersonal communication skills (verbal & written)
- Possesses the ability to plan, organize, develop, and deliver effective plans / presentations to a targeted audience
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
- Employees have access to healthcare coverage, mental health resources, health & fitness reimbursement program, and Wellness Rewards Program
Developing Your Career
- Tuition and certification reimbursement programs are available, along with continual education and development trainings for you to grow with Hamilton Lane
Supporting Your Family & Community
- Paid time off to volunteer and compensates 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
- Hamilton Lane contributes to retirement programs and offers an employee stock purchasing plan