Vice President, Private Wealth Solutions Sales

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

📋 Description

• Drive sales across intermediary private wealth channels.

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

• Represent Hamilton Lane and its offerings.

• Manage and expand the New England Territory.

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

• Conduct a significant level of sales activity through face-to-face meetings, video conferences, and direct phone conversations.

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

• Leverage existing relationships and networks to ensure immediate production.

⛳️ Requirements

• A minimum of 5 years of experience in financial services sales.

• Strong connections within RIAs, wirehouses, and independent broker-dealers.

• Experience in private markets is advantageous.

• A strong entrepreneurial spirit and drive.

• Bachelor’s Degree with a focus on Finance, Business, Management, or Communication.

• Series 6 or 7 and 63 are required, along with a clean U4.

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

• Excellent management of priorities.

• Strong consultative sales and communication abilities.

• Active listening skills.

• Advanced customer service capabilities.

• Ability to represent multiple product offerings.

• In-depth knowledge of investments, portfolios, and products.

• Skill in uncovering and qualifying new opportunities.

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

• Resourcefulness, organizational skills, and the ability to manage multiple priorities.

• High capacity for quickly learning new information and adapting to new situations.

• Ability to build trust and relationships rapidly.

• Capability to overcome barriers to entry.

🏝️ Benefits

• Healthcare coverage.

• Mental health resources.

• Health & fitness reimbursement program.

• Wellness Rewards Program.

• Tuition and certification reimbursement programs.

• Ongoing education and development training.

• Paid time off to volunteer.

• 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.