Senior Associate, Private Wealth Solutions

Hamilton Lane; Conshohocken, Northern (Montgomery County, KY); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Healthcare coverage

Tuition reimbursement

Volunteer time off

Employee stock purchase plan

Job summary

Hamilton Lane is seeking an Internal Wholesaler to grow new business and strengthen distribution relationships within a defined U.S. territory. You will drive client outreach, collaboration with external partners, and use CRM tools to report on sales activity and pipeline development.

The role emphasizes prospecting, meeting coordination, and delivering value-added ideas to reach national sales targets in the Wirehouse channel.

Qualifications

• Bachelor’s degree required.
• 1–3 years of experience in a related role.
• Internal Series7 license or ability to obtain.
• Strong phone and interpersonal communication (verbal & written).

Responsibilities

• Prospect new clients and grow relationships within the assigned territory.
• Support national sales goals and develop relationships across the United States, focusing on the Wirehouse channel.
• Coordinate meetings and respond to client inquiries; manage activities in the CRM system.
• Collaborate with Marketing, Compliance, and Operations to meet sales targets and ensure compliance.

Skills

Phone skills

Interpersonal skills

Verbal communication

Written communication

Education

Bachelor’s degree

Series 7 Certification

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 $146.1billion in discretionary assets and $871.5billion in non‑discretionary assets, as of December31,2025.

Responsibilities

The Internal Wholesaler is the central resource and relationship manager for their assigned territory. They will focus on growing new business in support of national sales goals and developing new relationships throughout the United States in a specific territory. This role assists in managing distribution relationships by facilitating business production, creative selling, and problem resolution. The Internal Wholesaler is responsible for helping to execute on regional business plans that achieve and exceed sales targets for their assigned territory and will be focused in the Wirehouse channel. Responsible For Prospecting new clients, services existing clients, and meetings coordination along aside external partner(s) Builds and maintains strong relationships with team members to establish and achieve sales targets. Serves as the initial contact for problem resolution. Research accounts and/or elevates issues to solve problems Use of the provided CRM for all interactions that leads to reports on sales activity and production as required Maintains successful relationships with colleagues including but not limited to Marketing, Compliance, and Operations Maintains ongoing knowledge on industry trends, advanced marketing concepts and company products Consistently looks for “value adds” through service and selling ideas Keeps an ethical and compliant region based on company and regulatory standards Identifying leads for new relationships within Hamilton Lane.

Requirements

Bachelor’s degree 1‑3 years has an internal Series7 Knowledgeable on distribution channel Strong phone and interpersonal communication skills (verbal & written). Possesses the ability to plan, organize, develop, and deliver effective plans / presentations to a targeted audience.

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.

Equal Opportunity Statement

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].

Compliance Policy

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.

We believe we have some of the most committed, intelligent and innovative professionals in the industry. They also happen to be pretty nice people who genuinely enjoy working with one another. So we have that going for us, which is nice. There’s a genuine spirit of collaboration and camaraderie here, and an unwavering commitment to doing right by our clients and by one another.