Senior Associate, Client Solutions Support

Reposted 24 Days Ago
Be an Early Applicant
Sydney, New South Wales
In-Office
Senior level
Fintech • Financial Services
The Role
The Senior Associate will support sales strategy for Client Solutions, improve processes, manage project activities, and assist the sales team during staffing shortages.
Summary Generated by Built In

Hamilton Lane is looking to expand our team to satisfy the needs of our growing client base. Hamilton Lane is built on collaboration, teamwork and integrity. Our employees pursue excellence and always strive to do the right thing. We invest in our employees, clients and partner relationships, as well as, in the technology and resources necessary to remain competitive, working in a competitive environment that inspires innovation.

What we do:

As a recognized leader in providing Private Markets Investment and Technology Solutions to clients across the globe, we manage approximately $134.9 billion in discretionary assets and have oversight of an additional $821.2 billion in non-discretionary assets as of December 31, 2024.

The Opportunity:

Hamilton Lane is hiring a Senior Associate to serve as Client Solutions Sales Management Support within Client Solutions (CS) in our Sydney office.

In this role, you will report to the Global Head of Client Solutions and will be responsible for assisting on the sales strategy for the Client Solutions Team. You will be responsible for identifying sales execution best practices and rolling out these initiatives to the global team.

Your responsibilities will be to:

  • Work closely with the leadership of Client Solutions to identify areas where sales processes can be identified and improved.

  • Assist in developing sales execution best practices.

  • Review the existing pipeline management for both DealCloud and Salesforce and identify ways that the team can continuously improve.

  • Partner in the production of the product pitchbooks, to ensure that the ‘sale’ of the product is presented in the most effective way.

  • Contribute in a strategic capacity to ensure that the Client Solutions strategy goals are being delivered for the business.

  • Partner with the Client Solutions lead to ensure that the strategy progress is documented and regularly updated to the Executive Group.

  • Coordinate with the regional leaders to produce concise and useful regional sales plans.

  • Identify other widely used materials for standardization and create a process by which to share broadly across platform.

  • In addition to the management assistance, this role will provide sales back up to the Sydney institutional team, whilst the team is short staffed due to maternity leave.

Your background will include:

  • 8+ years of relevant professional work experience; work history in marketing or sales enablement roles preferred.

  • Strong understanding of financial marketing compliance requirements and needs.

  • Strong written and verbal communication skills.

  • A high attention to detail.

  • Ability to continually review and optimize workflows.

  • Excellent project management skills, including the ability effectively delegate work, ensure accountability, and collaborate with multiple teams.

  • Experience with sales management systems (CRMs).

  • University degree (B.A., B.S., or B.B.A)

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 Equal Opportunity Employer. All qualified applicants will be considered for employment without regard to their race, religion, ancestry, national origin, sex, sexual orientation, age, disability, marital status, domestic partner status, or medical condition. As a registered investment adviser, employees of Hamilton Lane may be subject to certain limitations on political contribution and personal investment activities.

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.

Top Skills

CRM
Dealcloud
Salesforce
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The Company
HQ: Conshohocken, PA
515 Employees
Year Founded: 1991

What We Do

Hamilton Lane is an alternative investment management firm providing innovative private markets solutions to sophisticated investors around the world. The firm has been dedicated to private markets investing for more than two decades and currently has more than 470 employees operating in 18 offices throughout the U.S., Europe, Asia and the Middle East. With $92+ billion in assets under management and $665+ billion in assets under supervision*, Hamilton Lane offers a full range of investment products and services that enable clients to participate in the private markets asset class on a global and customized basis. The firm has been named a Best Place to Work in Money Management by Pensions & Investments for eight consecutive years.

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