Vice President, National Accounts

Hamilton Lane; Conshohocken (Montgomery County); On-site; USD 180,000 - 280,000; Full time

Benefits offered by this job

Healthcare coverage

Tuition reimbursement

Paid time off

Employee stock purchase plan

Job summary

Hamilton Lane is seeking a Vice President in National Accounts to grow our presence with independent broker‑dealers and digital platforms. You will lead senior relationships, coordinate with field teams, and oversee due‑diligence and platform onboarding for evergreen, semi‑liquid, and private wealth products.

You will manage multi‑stakeholder relationships, drive AUM growth, and negotiate platform agreements while collaborating with Legal, Compliance, and Product. 30–50% travel expected.

Qualifications

• 8+ years in national accounts, platform relationships, or asset management distribution, with private markets focus.
• Established relationships with home-office due-diligence, platform, and product teams at IBD/digital platforms.
• Knowledge of private markets fund structures (evergreen/semi-liquid funds, interval funds, tender‑offer funds, non-traded BDCs).
• Proven track record of managing complex multi-stakeholder relationships and driving AUM/revenue growth.
• FINRA Series 7 and 63 (or 66) required; additional licenses a plus.
• Bachelor's degree required; MBA, CFA, CAIA a plus.

Responsibilities

• Lead relationships across independent broker-dealer firms, digital platforms, and strategic wirehouses/RIAs.
• Collaborate with National Sales Manager and wholesalers to drive growth across shared accounts.
• Oversee due-diligence processes: RFPs, DDQs, platform onboarding, and product/menu placement.
• Develop account plans with targets for sales, AUM growth, and advisor engagement; coordinate with field partners.
• Drive trainings, conferences, webinars, and due-diligence meetings to boost product adoption.
• Negotiate platform agreements, fees, and servicing terms with Legal, Compliance, and Product teams.
• Monitor platform sales, flows, redemption activity, and retention risks; flag trends early.
• Represent client needs to Product/Marketing/Fund Management; share competitive intel and platform requirements.
• Partner with Marketing on platform campaigns, collateral, and digital content.
• Track pipeline, AUM, and revenue against goals using CRM; stay updated on private markets trends and regulation.
• Represent Hamilton Lane at conferences and due-diligence forums.

Skills

National accounts

Platform relationships

Private markets

AUM growth

FINRA 7 & 63

Contract negotiation

Project management

Executive presentation

Education

Bachelor's degree

MBA

CFA

CAIA

Tools

CRM systems

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

Hamilton Lane is looking for a Vice President, in their National Accounts function to help grow our presence across the private wealth distribution landscape. This individual will be responsible for leading relationships with independent broker‑dealer firms and digital investment platforms, as well as supporting our field and national accounts colleagues on strategic wealth management platforms like wirehouses, regional broker‑dealers, and RIA/custodial platforms.

We're looking for an experienced national accounts relationship manager who has strong relationships in the IBD and tech platform space, possesses investment acumen in private markets (particularly with evergreen and semi‑liquid structures), and thrives on managing multiple senior‑level relationships while driving real growth in assets, approvals, and advisor engagement.

Your Responsibilities Will Include

• Lead relationships across a set of independent broker‑dealer firms, digital investment platforms, and aid in relationship management for strategic wirehouse, regional broker‑dealer, custodial partners, and RIAs.
• Work closely with our National Sales Manager and wholesalers to ensure alignment and drive growth across shared accounts.
• Lead due diligence requestions like RFP, DDQs, platform onboarding, and fund approval/menu‑placement processes for Hamilton Lane's evergreen, semi‑liquid, and other private wealth product suite.
• Build and execute account‑specific business plans with clear sales, AUM growth, and advisor‑engagement targets, coordinating with field partners so the firm shows up consistently across each platform.
• Drive advisor awareness and product adoption through trainings, national and regional conferences, webinars, and due‑diligence meetings.
• Negotiate platform agreements, fee arrangements, and servicing terms in partnership with Legal, Compliance, and Product teams.
• Monitor platform sales, flows, and redemption activity, flagging trends early and getting ahead of retention risk.
• Represent the voice of the client internally, feeding platform requirements, competitive intelligence, and product feedback to Product, Marketing, and Fund Management.
• Partner with Marketing on platform‑specific campaigns, collateral, and digital content, and support model‑portfolio/menu inclusion discussions.
• Track pipeline, AUM, and revenue against goals using CRM and platform reporting tools, and keep current on private markets trends, competitor activity, and regulatory developments across the IBD, RIA, and digital‑platform channels.
• Represent Hamilton Lane at industry conferences and due‑diligence forums.

Must‑Haves

Your background will include:

• 8+ years of experience in national accounts, platform relationship management, or distribution within asset management, particularly focused on alternative investments/ private markets
• Established relationships with home‑office due‑diligence, platform, and product teams at independent broker‑dealer and/or digital‑platform organizations.
• Working knowledge of private markets fund structures (evergreen/semi‑liquid funds, interval funds, tender‑offer funds, non‑traded BDCs) and the IBD/RIA distribution landscape.
• Demonstrated track record of managing complex, multi‑stakeholder relationships and driving measurable AUM and revenue growth.
• FINRA Series 7 and 63 (or 66) required; additional licenses a plus.
• Bachelor's degree required; MBA, CFA, or CAIA a plus.
• Strong contract negotiation skills, with the ability to work through platform agreements, fee terms, and servicing arrangements to a favorable outcome for both sides.
• Detail‑oriented project management skills, able to juggle multiple due‑diligence processes, platform approvals, and account plans at once without losing track of deadlines or deliverables.
• Highly organized, with a disciplined approach to prioritization and follow‑through across a broad set of relationships and workstreams.
• Excellent communication skills, both internally (across Sales, Marketing, Product, Legal, and Compliance) and externally (with senior home‑office and platform executives).
• Comfortable presenting to and influencing senior stakeholders, both one‑on‑one and in group settings.

Travel

• Willingness to travel approximately 30–50%.

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 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.

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.