Principal, Private Wealth Solutions Sales

Hamilton Lane; United States; On-site; USD 150,000 - 250,000; Full time

Benefits offered by this job

Healthcare coverage

Tuition reimbursement

Paid time off

Adoption reimbursement

Stock purchase plan

Retirement programs

Job summary

Hamilton Lane, a global leader in private markets, seeks a Principal to drive private wealth sales across intermediary channels. You’ll engage Financial Advisors, delivering market insights, portfolio guidance, and product solutions.

Ideal candidates have 10+ years in financial services sales, FINRA Series 6/7 and 63 with a clean U4, a Finance/Business/Management degree, and proven relationship-building skills. This remote role offers growth within Hamilton Lane.

Qualifications

• 10+ years of financial services sales experience, with strong relationships in Wirehouses and Independent Broker Dealers.
• Private markets experience is a plus.
• 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.

Responsibilities

• Manage and grow the Chicago/Minnesota/Wisconsin Territory with active prospecting and meetings.
• Drive high activity levels through face-to-face, video, and phone engagements.
• Coordinate with senior team members for internal and external meetings and leverage relationships to accelerate production.
• Represent multiple product offerings and deepen investment knowledge to unlock opportunities.

Skills

Consultative selling

Active listening

Relationship building

Communication

Prioritization

Self-improvement

Education

Bachelor’s Degree in Finance/Business/Management/Communication

Tools

FINRA Series 6/7 & 63

Job description

Principal, Private Wealth Solutions Sales

Location: Remote Illinois

Time Type: Full time

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 December 31, 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.

Your responsibilities will be to:

• 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 phone, and in writing
• Excellent priority management

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 [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.