Principal, Private Wealth Solutions Sales

This is a fully remote position, open to applicants in Illinois.

📋 Description

• Drive sales within intermediary private wealth channels.

• Offer market insights, guidance on portfolio construction, and investment product solutions to Financial Advisors and their clients.

• Represent Hamilton Lane and its offerings.

• Manage and expand the territory encompassing Chicago, Minnesota, and Wisconsin.

• Oversee the sales process for new prospects identified through regional prospecting efforts.

• Engage in a high volume of sales activities through in-person meetings, video calls, and phone discussions.

• Collaborate with senior team members to organize both internal and external prospect meetings.

• Utilize existing relationships and networks to ensure immediate production.

⛳️ Requirements

• Over 10 years of experience in financial services sales.

• Strong connections within Wirehouses and Independent Broker Dealers.

• Experience in private markets is an advantage.

• A strong entrepreneurial spirit and motivation.

• Bachelor's Degree with a focus in Finance, Business, Management, or Communication.

• Series 6 or 7 and 63 licenses required, with a clean U4 record.

• Excellent communication skills in person, over the phone, and in writing.

• Exceptional priority management abilities.

• Outstanding consultative sales skills and communication expertise.

• Proficient in active listening.

• Advanced customer service capabilities.

• Ability to represent a variety of product offerings.

• Extensive knowledge of investments, portfolios, and products.

• Skillful in identifying and qualifying new opportunities.

• Commitment to ongoing self-improvement and a competitive drive.

• Resourceful, organized, and capable of managing multiple priorities.

• Quick learner with a high aptitude for adapting to new situations.

• Proficient at quickly establishing trust and building relationships.

• Ability to overcome barriers to entry.

🏝️ Benefits

• Comprehensive healthcare coverage.

• Access to mental health resources.

• Health and fitness reimbursement program.

• Wellness Rewards Program.

• Tuition and certification reimbursement programs.

• Ongoing education and development training.

• Paid time off for volunteering.

• Compensation for referring qualified candidates who join the team.

• Adoption reimbursement program.

• Paid time off for new parents and newlyweds.

• Travel support for nursing parents.

• Retirement programs.

• Employee stock purchasing plan.