Vice President, Private Wealth Sales

Growth Equity Interview Guide; Miami (FL); On-site; USD 150,000 - 210,000; Full time

Benefits offered by this job

Healthcare resources

Tuition reimbursement programs

Volunteer time off

Support for new parents and families

Job summary

Hamilton Lane is seeking a dynamic Vice President of Private Wealth Sales who is bilingual in Spanish and English to lead sales across intermediary channels and provide strategic insights to financial advisors and their clients. The ideal candidate has 7+ years in financial services sales, deep relationships with RIAs, wirehouses, private banks, family offices and independent broker-dealers, plus proven private markets activity.

Fluency in Spanish and English is required; Portuguese is a plus.

Qualifications

• 7+ years of experience in financial services sales.
• Strong relationships across RIAs, Wirehouses, Private Banks, Family Offices, and Independent Broker Dealers.
• Proven experience in private markets.
• Fluent in Spanish and English; Portuguese is a plus.
• Series 6/7 and 63 required.

Responsibilities

• Drive sales across intermediary private wealth channels.
• Manage and grow a sales territory through prospecting.
• Conduct face-to-face meetings and video conferences.
• Work with senior team members for prospect meetings.
• Leverage existing relationships for immediate production.

Skills

Bilingual: Spanish & English

Relationship building

Education

Bachelor's degree in Finance, Business, Management, or Communications

Tools

FINRA Licenses: Series 6/7, 63

Job description

Hamilton Lane is looking for a dynamic Vice President of Private Wealth Sales who is bilingual in Spanish and English. This role involves driving sales and providing valuable insights to financial advisors and their clients. The ideal candidate will have extensive experience in financial services sales and a strong network in the private wealth sector.

What You’ll Do

• Drive sales across intermediary private wealth channels.
• Manage and grow a sales territory through prospecting.
• Conduct face-to-face meetings and video conferences.
• Work with senior team members for prospect meetings.
• Leverage existing relationships for immediate production.

What You Need

• 7+ years of experience in financial services sales.
• Strong relationships in RIA, Wirehouses, Private Banks, Family Offices, and Independent Broker Dealers.
• Proven experience in private markets.
• Fluent in Spanish and English; Portuguese is a plus.
• Bachelor’s Degree in Finance, Business, Management, or Communication.
• Series 6 or 7 and 63 required.

What You’ll Love

• Access to healthcare and mental health resources.
• Tuition and certification reimbursement programs.
• Paid time off to volunteer in your community.
• Support for new parents and families.

About the Firm

• Hamilton Lane is a global leader in private markets.
• They manage approximately $1.0 trillion in assets.
• The firm values integrity, collaboration, and innovation.
• They invest heavily in their people and partners.