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27 Days AgoSaved
In-Office
2 Locations
Senior level
Senior level
Fintech • Financial Services
Lead and grow relationships with independent broker-dealers, digital platforms, and strategic wealth partners. Manage due diligence, platform onboarding and approvals, negotiate agreements, build account plans, drive advisor adoption through trainings and events, monitor platform flows and retention risk, and provide client and competitive feedback to Product, Marketing, and Fund Management to grow AUM and revenue.
Reposted 28 Days AgoSaved
In-Office
Conshohocken, PA, USA
Junior
Junior
Fintech • Financial Services
Provide high-level administrative support to the CHRO and the HR team, managing calendars, travel, communications, onboarding/offboarding, HR Service Desk activities, HR calendar and events, recruiting support, and confidential record maintenance. Serve as a point of contact for stakeholders, assist on special projects, and back up HR and Talent Acquisition Coordinators.
Top Skills: MS Office
Reposted One Month AgoSaved
In-Office
Conshohocken, PA, USA
Expert/Leader
Expert/Leader
Fintech • Financial Services
Lead operational management of evergreen fund structures, oversee subscription/redemption cycles and transfer agency relationships, support investor onboarding and distributor integrations, partner cross-functionally on product launches and governance events, improve processes and controls, and lead a U.S. operations team to scale evergreen products.
One Month AgoSaved
In-Office
Conshohocken, PA, USA
Senior level
Senior level
Fintech • Financial Services
Lead product marketing for Hamilton Lane's private wealth product suite. Define positioning, messaging, and sales enablement for evergreen, interval, and co-investment products; create channel-specific content and launch materials; translate complex investment strategies for advisors and wealth platforms; collaborate with sales, product, and investment teams; monitor market and competitive trends.
Reposted One Month AgoSaved
In-Office
Singapore, SGP
Senior level
Senior level
Fintech • Financial Services
The Vice President of Client Solutions will lead business development and client relationship activities in Southeast Asia, focusing on private banks and wealth platforms. Responsibilities include coordinating client engagement, preparing materials, and managing RFP responses, requiring strong communication and organizational skills.
Top Skills: ExcelMicrosoft OutlookMicrosoft PowerpointMicrosoft Word
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