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2 Months 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.
2 Months 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.
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