Associate, Private Wealth Solutions
On-site · Conshohocken, Pennsylvania, United States
Job Summary
Associate Internal Wholesaler to join Hamilton Lane’s Private Wealth Solutions team. You will partner with external wholesalers to drive adoption of Hamilton Lane’s private markets solutions across financial advisors in your assigned territory. Responsibilities include proactive outbound calls and emails to financial advisors, delivering clear product, market and portfolio construction messaging, maintaining disciplined territory management and CRM updates, coordinating with Marketing and the external wholesaling team on campaigns and events, supporting platform placements and product launches, developing knowledge of private markets strategies and vehicle types, preparing customized sales materials and proposals, providing timely follow-up and service to advisors, and collaborating with teams across Private Wealth Sales, National Accounts, Product, and Operations. Travel approximately 10–20% is required. Must have 3+ years in financial services (internal wholesaling or advisor-facing roles), Series 7 and 63 (or Series 6 and 63) in good standing (additional designations a plus), and a Bachelor’s degree or equivalent experience. Strong communication, organization, and teamwork skills are essential, with a demonstrated ability to translate complex investment concepts into actionable advisor conversations and to manage a high volume of activities across a large territory.
Required Qualifications
- 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
- Bachelor’s degree or equivalent experience
- 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
- Proven ability to work collaboratively within a team-based sales environment while also taking ownership of individual goals and responsibilities
- Travel Requirements: Periodic travel (approximately 10–20%) for key client meetings, conferences, sales meetings and training events
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