Principal, Private Wealth Solutions Sales
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Job Description
Private wealth sales principal growing Hamilton Lane’s private markets investment solutions across intermediary channels. Managing the Chicago, Minnesota, and Wisconsin territory through advisor relationships and prospecting.
Responsibilities:
- Drive sales across intermediary private wealth channels
- Provide market insight, portfolio construction guidance, and investment product solutions to Financial Advisors and their clients
- Represent Hamilton Lane and its products
- Manage and grow the Chicago/Minnesota/Wisconsin territory
- Manage the sales process for new prospects uncovered through regional prospecting
- Conduct a high level of sales activity through face-to-face meetings, video conferences, and telephone conversations
- Interface with senior team members to coordinate internal and external prospect meetings
- Leverage existing relationships and networks to ensure immediate production
Requirements:
- 10+ years of financial services sales experience
- Strong relationships in Wirehouses and Independent Broker Dealers
- Private markets experience is a plus
- Entrepreneurial spirit and drive
- Bachelor’s Degree with an area of concentration in Finance, Business, Management, or Communication
- Series 6 or 7 and 63 required with a clean U4
- Strong communication skills; in-person, over the phone, and in writing
- Excellent priority management
- Outstanding consultative sales and communication
- Active listening
- Advanced customer service
- Ability to represent multiple product offerings
- Depth of investment, portfolio, and product knowledge
- Ability to uncover and qualify new opportunities
- Commitment to constant self-improvement and competitive drive
- Resourcefulness, organization, and ability to prioritize multiple priorities
- High aptitude to learn new things quickly and adapt to new situations
- Ability to quickly build trust and relationships
- Ability to break down barriers to entry
Benefits:
- Healthcare coverage
- Mental health resources
- Health & fitness reimbursement program
- Wellness Rewards Program
- Tuition and certification reimbursement programs
- Continual education and development trainings
- Paid time off to volunteer
- Compensation for referring qualified candidates who join the team
- Adoption reimbursement program
- Paid time off for new parents and newlyweds
- Travel support for nursing parents
- Retirement programs
- Employee stock purchasing plan
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