Vice President, Private Wealth Solutions Sales - New England Territory

Posted 7 Days Ago
Be an Early Applicant
Hiring Remotely in Massachusetts, USA
Remote
Senior level
Fintech • Financial Services
The Role
Drive sales across intermediary private wealth channels in the New England territory. Prospect, manage client relationships with RIAs, wirehouses and IBDs, present investment solutions, coordinate internal teams for client meetings, and achieve production targets through frequent sales activity and consultative relationship-building.
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.  

What we do:

As a recognized leader in providing Private Markets Solutions to clients across the globe, we manage approximately $145.6B in discretionary assets under management and $859.8B in non-discretionary assets under management, as of September 30, 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 the New England 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:

  • 5+ years of financial services sales with strong relationships in RIA, Wirehouses, and Independent Broker Dealers.
  • Private markets experience 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

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.


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

  • 5+ years of financial services sales with strong relationships in RIA, Wirehouses, and Independent Broker Dealers
  • Series 6 or 7 and 63 with a clean U4
  • Bachelor's Degree in Finance, Business, Management, or Communication
  • Strong communication skills (in-person, phone, and written)
  • Excellent priority and time management
  • High expected level of sales activity including face-to-face meetings
  • Depth of investment, portfolio, and product knowledge
  • Ability to represent multiple product offerings and uncover/qualify opportunities
  • Entrepreneurial spirit and drive
  • Private markets experience
  • Commitment to self-improvement and ability to quickly learn and adapt

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

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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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