Principal, Private Wealth Solutions Sales

Hamilton Lane

. Drive sales across intermediary private wealth channels .

Posted 10/3/2026full-timeRemote • Illinois • United StatesLeadWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates extensive experience in financial services sales, with a strong focus on relationship management and consultative sales techniques. Possesses in-depth knowledge of investment products and portfolio construction, along with the ability to effectively communicate and represent multiple offerings to Financial Advisors and their clients.

Highest-signal resume keywords

10+ Years Of Financial Services Sales ExperienceStrong Relationships In Wirehouses And Independent Broker DealersSeries 6 Or 7 And 63 RequiredDepth Of Investment, Portfolio, And Product KnowledgeOutstanding Consultative Sales And Communication

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Sales Process ManagementPortfolio Construction GuidanceInvestment Product SolutionsMarket InsightNew Opportunity Qualification

Soft Skills

Strong Communication SkillsActive ListeningResourcefulnessOrganizationAbility To Build Trust

Certifications & Qualifications

Series 6Series 7Series 63

Industry Keywords

Private Wealth ChannelsPrivate Markets ExperienceFinancial AdvisorsConsultative SalesChicago/Minnesota/Wisconsin Territory

About the role

Key responsibilities & impact

Drive sales across intermediary private wealth channels
Provide market insight, portfolio construction guidance, and investment product solutions to Financial Advisors and their clients
Represent Hamilton Lane and its products
Manage and grow the Chicago/Minnesota/Wisconsin territory
Manage the sales process for new prospects uncovered through regional prospecting
Conduct a high level of sales activity through face-to-face meetings, video conferences, and telephone conversations
Interface with senior team members to coordinate internal and external prospect meetings
Leverage existing relationships and networks to ensure immediate production

Requirements

What you’ll need

10+ years of financial services sales experience
Strong relationships in 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
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 competitive drive
Resourcefulness, organization, and ability to prioritize multiple priorities
High aptitude to learn new things quickly and adapt to new situations
Ability to quickly build trust and relationships
Ability to break down barriers to entry

Benefits

Comp & perks

Healthcare coverage
Mental health resources
Health & fitness reimbursement program
Wellness Rewards Program
Tuition and certification reimbursement programs
Continual education and development trainings
Paid time off to volunteer
Compensation for referring qualified candidates who join the team
Adoption reimbursement program
Paid time off for new parents and newlyweds
Travel support for nursing parents
Retirement programs
Employee stock purchasing plan