Senior Associate, Private Wealth Solutions

Posted 4 Days Ago
Be an Early Applicant
Conshohocken, PA, USA
In-Office
Senior level
Fintech • Financial Services
The Role
Prospects new clients, services existing relationships, coordinates meetings with external partners, and supports regional sales plans for the Wirehouse channel. The role manages distribution relationships, researches accounts, resolves issues, tracks activity in CRM, identifies leads, supports presentations, and maintains compliance with company and regulatory standards.
Summary Generated by Built In

Join 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 Internal Wholesaler is the central resource and relationship manager for their assigned territory. They will focus on growing new business in support of national sales goals and developing new relationships throughout the United States in a specific territory. This role assists in managing distribution relationships by facilitating business production, creative selling, and problem resolution.

The Internal Wholesaler is responsible for helping to execute on regional business plans that achieve and exceed sales targets for their assigned territory and will be focused in the Wirehouse channel.

Responsible For

  • Prospecting new clients, services existing clients, and meetings coordination along aside external partner(s)

  • Builds and maintains strong relationships with team members to establish and achieve sales targets. Serves as the initial contact for problem resolution. Research accounts and/or elevates issues to solve problems

  • Use of the provided CRM for all interactions that leads to reports on sales activity and production as required

  • Maintains successful relationships with colleagues including but not limited to Marketing, Compliance, and Operations

  • Maintains ongoing knowledge on industry trends, advanced marketing concepts and company products

  • Consistently looks for “value adds” through service and selling ideas

  • Keeps an ethical and compliant region based on company and regulatory standards

  • Identifying leads for new relationships within Hamilton Lane

Requirements

  • Bachelor’s degree

  • 1-3 years has an internal

  • Series 7

  • Knowledgeable on distribution channel

  • Strong phone and interpersonal communication skills (verbal & written).

  • Possesses the ability to plan, organize, develop, and deliver effective plans / presentations to a targeted audience.


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 [email protected].


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.

Skills Required

  • Bachelor's degree
  • 1-3 years of internal wholesaler experience
  • Series 7 license
  • Knowledge of the distribution channel
  • Strong verbal and written phone and interpersonal communication skills
  • Ability to plan, organize, develop, and deliver effective plans and presentations to targeted audiences

Hamilton Lane Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Hamilton Lane and has not been reviewed or approved by Hamilton Lane.

  • Parental & Family Support Parental leave is described as generous and inclusive, with added support such as adoption and fertility benefits, backup care, and nursing‑mother travel assistance.
  • Wellbeing & Lifestyle Benefits Wellbeing resources span counseling and life‑coaching access, a Calm subscription for households, wellness rewards, and stipends that reinforce day‑to‑day health.
  • Equity Value & Accessibility Employees can participate in an Employee Stock Purchase Plan at a meaningful discount, broadening access to ownership alongside cash compensation.

Hamilton Lane Insights

Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

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.

Gallery

Gallery

Similar Jobs

Comcast Logo Comcast

Sr. Manager, Sales Operations

Digital Media • Information Technology • News + Entertainment
Hybrid
Wayne, PA, USA
115000 Employees
128K-210K Annually

Comcast Logo Comcast

Sr. Analyst, Data Management

Digital Media • Information Technology • News + Entertainment
Hybrid
Philadelphia, PA, USA
115000 Employees

Comcast Logo Comcast

Development Engineer

Digital Media • Information Technology • News + Entertainment
Hybrid
Philadelphia, PA, USA
115000 Employees

Comcast Logo Comcast

Software Engineer

Digital Media • Information Technology • News + Entertainment
Hybrid
Philadelphia, PA, USA
115000 Employees

Similar Companies Hiring

Hanover Park Thumbnail
Artificial Intelligence • Fintech • Software • Financial Services
New York, New York
42 Employees
Kepler  Thumbnail
Artificial Intelligence • Fintech • Software
New York, New York
9 Employees
Onshore Thumbnail
Artificial Intelligence • Fintech • Software • Financial Services
New York, New York
60 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account