Vice President, Private Wealth Sales (Bilignual - Spanish/English)

Hamilton Lane Incorporated

Miami (FL)

On-site

USD 180,000 - 280,000

Full time

14 days+

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Benefits offered by this job

Healthcare coverage
Mental health resources
Wellness rewards program
Tuition reimbursement
Adoption reimbursement
Stock purchasing plan

Job summary

Hamilton Lane Incorporated in Miami seeks a Vice President of Private Wealth Sales to drive intermediary wealth channel sales in Spanish and English, leveraging market insight and product solutions.

You will manage a regional territory, build senior relationships, and coordinate with the team to deliver tailored investment strategies. The role requires 7+ years in financial services, fluency in Spanish and English, and strong communication; CFA/CAIA a plus.

Qualifications

  • 7+ years of financial services sales with strong relationships across RIAs, wires, private banks and family offices.
  • Proven private markets experience and strong product knowledge.
  • Fluent in Spanish and English; Portuguese a plus.
  • Bachelor's degree in Finance/Business/Management/Communication; Series 6/7 and 63 required; CFA/CAIA a plus.

Responsibilities

  • Manage and grow a sales territory with regional prospects through active prospecting.
  • Maintain high activity via face-to-face meetings, video conferences and calls.
  • Coordinate with senior team to plan internal/external prospect meetings.
  • Leverage relationships to ensure immediate production and growth.
  • Demonstrate consultative sales, active listening and strong client service.
  • Uncover and qualify new opportunities; adapt to changing market needs.

Skills

Financial services sales
Private markets experience
Spanish fluency
English fluency
Relationship management
Prospecting & pipeline
CFA/CAIA designations
Series 6/7 and 63
Bachelor's degree in Finance/Business
Strong communication skills

Education

Bachelor's Degree in Finance/Business/Management/Communication
CFA/CAIA designations (plus)

Job description

## Vice President, Private Wealth Sales (Bilignual - Spanish/English)Applylocations: Miamitime type: Full timeposted on: Posted Todayjob requisition id: R003032Join 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:**We are looking for a driven and energetic salesperson to become a member of our highly skilled sales team. Your primary responsibility will be driving sales across intermediary private wealth channels. 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:*** 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* 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:*****Must-haves:**** 7+ years of financial services sales with strong relationships in RIA, Wirehouses, Private Banks, Family Offices and Independent Broker Dealers.* Proven private markets experience* CFA and/or CAIA designations is a plus* Fluent in Spanish and English. Portuguese 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 U4* Strong communication skills; in-person, over the phone, and in writing* Excellent priority management***Nice-to-haves:**** Prior experience localizing marketing and sales materials (presentations, pitchbooks, factsheets) for specific regions, platforms or Advisor segments.* Background or familiarity with private markets (e.g., private equity, private credit, real assets) and their application in private wealth portfolios. **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. To do this, Hamilton Lane offers the following 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. 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 humanresources@hamiltonlane.com. 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.
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