What are the responsibilities and job description for the Associate, National Accounts position at Hamilton Lane?
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 $131.5 billion in discretionary assets and have oversight of an additional $816 billion in non-discretionary assets as of September 30, 2024.
The Opportunity
Join the Private Wealth Solutions Sales Group at Hamilton Lane as an Associate supporting our National Accounts Team. As an Associate, you will work with the team to support their strategic goals of driving sales across our distribution partners at Wirehouses, Independent Broker-Dealers, and Registered Investment Advisers.
Your Responsibilities Will Be To
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
At Hamilton Lane, we prioritize the value of diversity and intentionally work to cultivate an environment that embraces the strength derived from our collective differences. We acknowledge the hesitancy of underrepresented groups to apply unless meeting every criterion. We welcome applications from all, even if not meeting every job description requirement. Your unique contribution is not just welcomed but essential to our success.
Agency Disclosure
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.
If you need a reasonable accommodation to complete your application, please contact Human Resources at humanresources@hamiltonlane.com.
We offer a competitive salary, annual discretionary bonus and a comprehensive benefits package which includes: Medical, Prescription, Dental, Paid Time Off, 401k plan, Life and Disability Insurances, Tuition Reimbursement, Employee Stock Purchase Program, Health Club Reimbursement and Flexible Spending Accounts.
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 humanresources@hamiltonlane.com.
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
What We Do
As a recognized leader in providing Private Markets Investment and Technology Solutions to clients across the globe, we manage approximately $131.5 billion in discretionary assets and have oversight of an additional $816 billion in non-discretionary assets as of September 30, 2024.
The Opportunity
Join the Private Wealth Solutions Sales Group at Hamilton Lane as an Associate supporting our National Accounts Team. As an Associate, you will work with the team to support their strategic goals of driving sales across our distribution partners at Wirehouses, Independent Broker-Dealers, and Registered Investment Advisers.
Your Responsibilities Will Be To
- Support the team’s strategic business plans with the goal of growing partnerships and driving revenues.
- Support the firm’s intermediary relationships including client outreach and engagement, follow ups and client service-related initiatives.
- Develop and grow your investment and private markets knowledge to help position Hamilton Lane Funds in the market.
- Collaborate with internal stakeholders, including External and Internal Sales, Investment Teams, Marketing, Legal and others to effectively deliver resources to clients, including analytics, pitchbooks, and investment proposals.
- Write meeting memos and assist as needed with preparation for client meetings/pitches.
- Identify areas of opportunity to help drive priorities forward.
- 2 years of experience in the financial services industry
- Understanding of Fund Distribution through Wirehouses, Independent Broker Dealers (IBDs) and Registered Investment Advisors (RIAs)
- SIE, Series 7 and 63 required
- Excellent communication skills; in-person, over the phone, and in writing
- Advanced knowledge of Microsoft Office including Word, Excel and PowerPoint
- Entrepreneurial spirit
- Excellent priority management
- Private markets experience preferred
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.
- Tuition and certification reimbursement program are available along with continual education and development trainings for you to grow with Hamilton Lane.
- For our communities, Hamilton Lane provides paid time off to volunteer and compensates for referring qualified candidate that join our team.
- For growing families, we offer an adoption reimbursement program, paid time off for new parents and newlyweds, and provide travel support for nursing parents.
- Contributes to retirement programs and offers an employee stock purchasing plan.
- Competitive compensation package with eligibility for an annual discretionary bonus.
At Hamilton Lane, we prioritize the value of diversity and intentionally work to cultivate an environment that embraces the strength derived from our collective differences. We acknowledge the hesitancy of underrepresented groups to apply unless meeting every criterion. We welcome applications from all, even if not meeting every job description requirement. Your unique contribution is not just welcomed but essential to our success.
Agency Disclosure
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.
If you need a reasonable accommodation to complete your application, please contact Human Resources at humanresources@hamiltonlane.com.
We offer a competitive salary, annual discretionary bonus and a comprehensive benefits package which includes: Medical, Prescription, Dental, Paid Time Off, 401k plan, Life and Disability Insurances, Tuition Reimbursement, Employee Stock Purchase Program, Health Club Reimbursement and Flexible Spending Accounts.
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 humanresources@hamiltonlane.com.
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
