Principal, Private Wealth Solutions Sales

HL002 Hamilton Lane Advisors, LLC

Illinois

Hybrid

USD 120,000 - 240,000

Full time

5 days ago
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Benefits offered by this job

Healthcare coverage
Education reimbursement
Volunteer time off
Adoption reimbursement
Employee stock purchase plan

Job summary

Hamilton Lane seeks a driven sales professional to expand our intermediary private wealth footprint across the Chicago/Minnesota/Wisconsin region. You will manage the sales process, conduct face-to-face meetings, and leverage relationships to drive production while representing multiple product offerings.

You will bring 10+ years of financial services sales, a Bachelor's in Finance/Business, and Series 6/7 and 63 credentials, with exceptional communication and organizational skills to thrive in

Qualifications

  • 10+ years of financial services sales experience.
  • Experience with Wirehouses and Independent Broker Dealers is a plus.
  • Strong communication, in-person, telephone and written skills.

Responsibilities

  • Drive sales across intermediary private wealth channels.
  • Manage and grow the Chicago/Minnesota/Wisconsin Territory.
  • Prospect new clients and coordinate meetings with senior team members.

Skills

Consultative selling
Relationship building
Communication skills
Active listening
Time management

Education

Bachelor’s degree in Finance/Business
Series 6/7 and 63

Job description

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. 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 December31, 2025.

The Opportunity

We are looking for a driven and energetic salesperson to become a member of our highly skilled sales team. Your primary responsibility will be driving sales across intermediary private wealth channels. You’ll work daily to help provide valuable market insight, portfolio construction guidance, and investment product solutions to Financial Advisors and their clients by representing Hamilton Lane and our products.

  • Manage and grow the Chicago/Minnesota/Wisconsin Territory, including:
  • Managing the sales process for new prospects uncovered in the region through prospecting efforts
  • A high expected level of sales activity, through face‑to‑face meetings, video conferences and direct telephone conversations.
  • Interfacing with senior team members in the coordination of internal and external prospect meetings.
  • Leveraging existing relationships and network to ensure immediate production
  • Demonstrate a mastery of skills such as:
    • 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 exhibit a competitive drive
    • Extremely resourceful, organized, and ability to prioritize multiple priorities
    • A high aptitude to learn new things quickly and adapt to new situations
    • The ability to quickly build trust and relationships
    • The ability to “break down” barriers to entry
Your background will include
  • 10+ years of financial services sales with 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 telephone, and in writing
  • Excellent priority management
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:

  • Employees have access to healthcare coverage, mental health resources, health & fitness reimbursement program, and Wellness Rewards Program.
  • Tuition and certification reimbursement programs are available, along with continual education and development trainings for you to grow with Hamilton Lane.
  • 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.
  • 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 humanresources@hamiltonlane.com.

As an employer who participates in the federal E‑Verify program, Hamilton Lane will provide the Social Security Administration (SSA) and, if necessary, the Department of Homeland Security (DHS), with information from each employee’s Form I-9 to confirm work authorization. If the Government cannot confirm that you are authorized to work, the Company is required to provide you written instructions and an opportunity to contact SSA and/or DHS, so that you can resolve any discrepancies directly with the federal agency.

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