Business Development Associate, Private Wealth Solutions Sales

Hamilton Lane is looking for an Associate Internal Wholesaler to join their Private Wealth Solutions team. In this role, you’ll work closely with external wholesalers to engage financial advisors and promote private market solutions. You’ll be responsible for outreach, relationship building, and providing valuable insights to help advisors meet their clients’ needs. This is a great opportunity to grow in a dynamic and supportive environment.

What You’ll Do

• Work with external wholesalers to boost sales in your territory.
• Make proactive calls and emails to introduce products to financial advisors.
• Deliver tailored product and market insights to advisors.
• Keep track of all interactions and opportunities in the CRM.
• Coordinate with marketing and sales teams for events and campaigns.
• Prepare customized sales materials and follow-up communications.
• Provide excellent service and timely follow-ups to advisors.
• Collaborate with various teams to ensure a smooth client experience.

What You Need

• 3-6+ years in financial services, especially in sales or advisor roles.
• Series 7 and 63 licenses in good standing; additional designations are a plus.
• Proven success in phone-based sales or relationship management.
• Strong understanding of investment products and capital markets.
• Excellent communication skills to explain complex concepts simply.
• Highly organized and detail-oriented.
• Ability to work well in a team while owning individual responsibilities.
• Bachelor’s degree or equivalent experience.

What You’ll Love

• Access to great health and wellness resources.
• Opportunities for career development and education reimbursement.
• Support for family and community involvement.
• Competitive salary and bonus structure.
• Comprehensive benefits package including retirement plans.

About the Firm

• Hamilton Lane is a leader in Private Markets Solutions.
• They manage approximately $145.6B in discretionary assets.
• The firm values collaboration, integrity, and innovation.
• They focus on employee growth and client satisfaction.