Senior Private Wealth Solutions Sales Executive

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

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

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