Regional Director - External Sales - Midwest

Hamilton Lane; United States; Remote; USD 60,000 - 120,000; Full time

Job summary

An established industry player is seeking a driven and energetic salesperson to join their skilled sales team as a Mid-West Territory Director. This exciting role involves managing and expanding a sales territory, focusing on intermediary private wealth channels, particularly with Wirehouses. The ideal candidate will leverage existing relationships, provide valuable market insights, and offer investment product solutions to Financial Advisors and their clients. Join a collaborative and innovative environment that prioritizes excellence and personal growth, where your contributions will directly impact the success of the organization.

Benefits

Healthcare coverage

Mental health resources

Health & fitness reimbursement

Tuition reimbursement

Paid time off to volunteer

Adoption reimbursement

Paid time off for new parents

Employee stock purchasing plan

Annual discretionary bonus

Qualifications

• 5+ years of financial services sales experience, especially in Wirehouses.
• Series 6 or 7 and 63 required with a clean U$.

Responsibilities

• Manage and grow a sales territory focusing on intermediary private wealth channels.
• Drive sales through meetings, video conferences, and phone conversations.

Skills

Consultative sales

Communication skills

Active listening

Customer service

Investment knowledge

Relationship building

Prioritization

Adaptability

Education

Bachelor’s Degree in Finance, Business, Management, or Communication

Tools

Salesforce

Job description

Hamilton Lane is looking to expand our team to satisfy the needs of our growing client base. Hamilton Lane is built on collaboration, teamwork and integrity. Our employees pursue excellence and always strive to do the right thing. We invest in our employees, clients and partner relationships, as well as, in the technology and resources necessary to remain competitive, working in a competitive environment that inspires innovation.

What we do:

As a recognized leader in providing Private Markets Investment and Technology Solutions to clients across the globe, we manage approximately $131.5 billion in discretionary assets and have oversight of an additional $816 billion in non-discretionary assets as of September 30, 2024.

The Opportunity:

We are looking for a driven and energetic salesperson to become a member of our highly skilled sales team. As the Mid-West Territory Director, your primary responsibility will be driving sales across intermediary private wealth channels, with a focus on the Wirehouses. 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:

1. Manage and grow a sales 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
2. 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:

• 5+ years of financial services sales with strong relationships in Wirehouses and in the Midwest
• 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 U$
• Strong communication skills; in-person, over the phone, 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.

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 program 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 families, 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

• Contributes to retirement programs and offers an employee stock purchasing plan.
• Competitive compensation package with eligibility for an annual discretionary bonus.

Diversity Pledge

At Hamilton Lane, we prioritize the value of diversity and intentionally work to cultivate an environment that embraces the strength derived from our collective differences. We acknowledge the hesitancy of underrepresented groups to apply unless meeting every criterion. We welcome applications from all, even if not meeting every job description requirement. Your unique contribution is not just welcomed but essential to our success.

Agency Disclosure

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.

If you need a reasonable accommodation to complete your application, please contact Human Resources at [e-mail].