Principal, Account Execution - Evergreen Operations

Hamilton Lane Incorporated; Conshohocken (Montgomery County); On-site; USD 180,000 - 240,000; Full time

Benefits offered by this job

Healthcare coverage

Tuition reimbursement

Paid time off to volunteer

Retirement programs

Job summary

Hamilton Lane Incorporated is seeking a Principal-level U.S. Account Execution to lead the operational framework for evergreen funds. You will oversee complex fund structures, transfer agency relationships, and investor servicing across the lifecycle, coordinating with Sales, Legal, Compliance, and Product teams.

You will drive onboarding of investors and distributors, manage regulatory processes, and partner on new initiatives and product launches to scale the evergreen platform globally.

Qualifications

• Must have 10+ years of experience in fund operations, transfer agency, investor servicing, and private wealth/alternative investment operations.
• Deep understanding of evergreen and interval fund structures, subscription and redemption processes, and distributor/platform onboarding.
• Demonstrated ability to operate across complex legal structures, multiple jurisdictions, and third-party service provider relationships.
• Existing relationships across the industry with transfer agents, digital platforms, broker dealers and other asset managers.
• Experience leading operational buildouts, process enhancements, and new product launches in a regulated investment environment.

Responsibilities

• Lead evergreen fund operations, including complex structures, feeder/master/holding entities, and administrator relationships.
• Oversee subscription/redemption cycles and monthly flow reporting; coordinate with internal/external stakeholders.
• Own senior-level transfer agency relationships and investor servicing; oversee onboarding of investors and distributors.
• Partner with cross-functional teams on new evergreen initiatives, structures, and product launches; support onboarding of new relationship types.
• Act as central operations partner to Product Development, Legal, Compliance, Fund Accounting, Portfolio Management, Sales; identify process improvements and scalable operating models.

Skills

Fund operations

Transfer agency

Investor servicing

Private wealth operations

Evergreen fund structures

Product launches

Regulated investment environment

Cross-functional collaboration

Job description

## Principal, Account Execution - Evergreen OperationsApplylocations: Conshohocken, PA, USAtime type: Full timeposted on: Posted 2 Days Agojob requisition id: R003018Join 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. We invest heavily in our people and our partners, giving you the platform to enrich lives, safeguard futures and grow your career. **What We Do** 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.Hamilton Lane is seeking a Principal-level U.S. Account Execution to lead the operational framework supporting our evergreen fund platform. This role is responsible for overseeing complex global fund structures, managing key operational partners and transfer agency relationships, and ensuring a high-quality experience for investors, distributors, and internal stakeholders across the lifecycle of evergreen products.The Principal U.S. Account Execution serves as a senior leader within Client Solutions support, partnering closely with Sales, Product, Legal, Compliance, Fund Accounting and Portfolio Management to support existing funds, scale new product launches, and enhance operational readiness across jurisdictions, investor types, and distribution channels.## ## Your responsibilities will include:### Evergreen fund operations leadership* Lead the operational management of complex evergreen fund structures, including feeder, master, and holding entities and administrator / transfer agency relationships.* Oversee the full subscription and redemption operating cycle, including monthly flow reporting and coordination with internal and external stakeholders.* Manage operating considerations tied to complex fund provisions and jurisdiction-specific requirements.* Communicate regularly with the sales team and be comfortable communicating confidently our process and structures internally and externally* Share industry perspective and offer alternative solutions based on preexisting knowledge of evergreen fund operations* Work with Evergreen Operations team members around the globe to simplify processes and centralize best practices.### Transfer agency and investor operations* Own senior-level transfer agency relationship management for evergreen products and ensure effective execution of investor servicing processes.* Lead investor onboarding and provide operational support to sales teams and distribution partners across the U.S.* Support onboarding of individual investors and distributors, including large intermediary and platform relationships.### Product launch and strategic initiatives* Partner with cross-functional teams on new evergreen initiatives, new structures, and product launches, helping translate business strategy into scalable operational processes.* Support onboarding of new relationship types and operating models, including digital-asset-related counterparties and evolving product capabilities.* Coordinate operational aspects of key fund events and filings, including prospectus-related work, tender offers, and annual governance processes such as 15c support.### Cross-functional leadership and process improvement* Act as a central operations partner to Product Development, Legal, Compliance, Fund Accounting, Portfolio Management, Sales, and related teams to ensure smooth implementation and ongoing oversight of evergreen products.* Identify process improvements, strengthen controls, and build scalable operating models that support growth in the evergreen platform.* Provide leadership to a U.S. dedicated operations team supporting evergreen products and related investor activity.## **Your background will include:**## Must-have:* Exceptional communication skills both internally and externally* 10+ years of experience in fund operations, transfer agency, investor servicing, and private wealth / alternative investment operations* Deep understanding of evergreen and interval fund structures, subscription and redemption processes, and distributor / platform onboarding* Demonstrated ability to operate across complex legal structures, multiple jurisdictions, and third-party service provider relationships* Existing relationships across the industry with transfer agents, digital platforms, broker dealers and other asset managers.* Experience leading operational buildouts, process enhancements, and new product launches in a regulated investment environment## ## Nice-to-have:* 10 years+ experience supporting private markets products distributed through wealth channels, intermediaries, and global platforms* Understanding of evergreen fund governance, product documentation, and fund event coordination* Strong analytical, organizational, and project management skills* Ability to balance strategic thinking with detailed operational execution in a fast-paced environment## ## Success in the RoleSuccess in this role means building an operational platform that enables Hamilton Lane’s evergreen business to scale effectively, supports a strong investor and distributor experience, and ensures new products and structures can be launched with rigor, control, and efficiency. **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**For our communities, Hamilton Lane provides paid time off to volunteer and compensates for referring qualified candidates that join our team.For growing family, we offer an adoption reimbursement program, paid time off for new parents and newlyweds, and provide travel support for nursing parents. **Safeguarding Your Financial Wellbeing**Hamilton Lane contributes to retirement programs and offers an employee stock purchasing plan. 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 [e-mail]. 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.