Vice President

• Lead the development and execution of global strategic solutions supporting business growth, client retention, and market differentiation
• Partner with executive leadership to define long-term FSP and outsourcing strategies
• Identify emerging market opportunities and develop innovative service offerings
• Serve as senior executive sponsor and trusted advisor for key strategic accounts and partnerships
• Engage executive-level client stakeholders on industry trends, workforce evolution, and clinical development delivery models
• Support business development by solving complex operational challenges through tailored strategic solutions
• Build relationships across the pharmaceutical, biotechnology, and clinical research ecosystem
• Provide executive oversight for large-scale global operations, ensuring delivery, quality, and client satisfaction
• Drive cross-functional collaboration across clinical operations, program management, strategic partnerships, delivery teams, and commercial organizations
• Champion continuous improvement and organizational transformation initiatives
• Inspire and develop high-performing global teams within a complex matrix environment
• Foster innovation, accountability, collaboration, and customer focus
• Coach and mentor senior leaders while building organizational capability

Senior Vice President, Strategic Solutions

• Lead, originate, and evaluate real estate investments across primary funds, direct co-investments, secondary transactions, and joint ventures
• Execute rigorous investment due diligence including financial and qualitative analyses
• Maintain responsibility for detailed financial models
• Develop and actively manage relationships with real estate managers, institutional clients, and intermediaries to source and screen new investment opportunities
• Oversee negotiation and closing of investment transactions, coordinating with internal legal, operations, and compliance teams
• Monitor and report on existing investments, track key performance indicators, and contribute to portfolio value creation
• Maintain up-to-date knowledge of real estate trends, competitive landscape, and macroeconomic developments
• Mentor and develop Associates, Analysts, and other junior team members
• Represent Hamilton Lane at industry events, conferences, and client meetings
• Collaborate with client solutions and internal groups on client requests, reporting, business development initiatives, and client service
• Support new idea generation, pipeline management, and strategic special projects

• Develop and implement client service strategies using in-depth knowledge of client operations and industry best practices
• Lead initiatives to enhance client satisfaction and operational efficiency
• Continuously evaluate and improve service delivery processes
• Ensure compliance with regulatory requirements and company policies
• Maintain up-to-date knowledge of industry standards and implement necessary changes
• Collaborate with cross-functional teams to address client needs
• Resolve complex client issues

Vice President, Client Operations

• Lead and direct the major gifts team to achieve optimum results
• Communicate financial and key performance indicators and results to staff
• Establish priorities and goals for all staff
• Manage staffing needs and identify organizational development opportunities
• Guide talent identification and professional development across the unit
• Set performance expectations and hold staff accountable through feedback and coaching
• Ensure open communication, team building, and regular staff meetings
• Inspire and motivate staff
• Develop and implement a strategic plan to strengthen engagement of major-gift-capable prospects across the country
• Realign or increase team staffing to maximize productivity
• Manage a portfolio of 20–30 prospects capable of making high seven-figure gifts
• Personally identify, cultivate, solicit, and steward prospects across Penn schools and centers
• Establish a university-wide major gifts leadership cohort
• Host gatherings to share best practices and discuss relevant topics
• Monitor historical and current trends affecting major gift fundraising
• Implement and support ongoing training for major gifts staff
• Devise and implement a multi-year strategic plan for the team
• Develop key performance indicators and use data, forecasting, and performance analysis to guide growth
• Collaborate with Advancement Prospect Analytics to create program reporting
• Create a volunteer involvement plan for major gifts
• Oversee a dual-ask approach for major gifts, including The Penn Fund
• Build relationships with school and center development directors
• Partner with the Reunion Giving team to engage alumni and maximize major gift giving
• Serve on USPP's senior leadership team and represent major gifts in strategic planning, budgeting, and cross-divisional initiatives

Associate Vice President – Major Gifts

• Lead and direct the major gifts team to achieve optimum results
• Communicate financial and key performance indicators and results to staff
• Establish priorities and goals for staff
• Manage staffing needs and organizational development
• Guide talent identification and professional development across the unit
• Set performance expectations and hold staff accountable through feedback and coaching
• Ensure open communication, team building, and regular staff meetings
• Inspire and motivate staff
• Develop and implement a strategic plan to strengthen engagement of major-gift-capable prospects across the country
• Realign or increase team staffing to maximize productivity
• Manage a portfolio of 20–30 prospects capable of making high seven-figure gifts
• Personally identify, cultivate, solicit, and steward prospects across Penn schools and centers
• Establish a university-wide major gifts leadership cohort
• Host gatherings to share best practices and discuss timely fundraising topics
• Monitor major gift fundraising trends and communicate them across campus
• Implement and support ongoing training for major gifts staff
• Devise and implement a multi-year strategic plan for the team
• Develop key performance indicators and use data, forecasting, and analysis to guide program growth
• Collaborate with Advancement Prospect Analytics to create progress and performance reporting
• Create and strengthen a volunteer involvement plan for major gifts
• Oversee a dual-ask approach for major gifts, including The Penn Fund
• Build relationships with school and center development directors
• Strengthen collaboration with the Reunion Giving team
• Serve on the USPP senior leadership team and represent major gifts in strategic planning, budgeting, and cross-divisional initiatives
• Report to the Chief Philanthropy Officer overseeing University Strategic Philanthropy & Partnerships

• Build, implement, and sustain the newly established AI Risk program and supporting operating model
• Liaise across Risk & Compliance to identify and close gaps in oversight of AI as a transversal risk
• Support execution across the risk management lifecycle, including risk identification, assessment, measurement, monitoring, and governance
• Translate enterprise risk management principles and regulatory standards into practical AI risk requirements, processes, and governance routines
• Apply banking risk management framework knowledge to support the AI Risk program
• Create a sustainable and flexible AI Risk framework
• Partner with first- and second-line stakeholders to implement AI risk requirements and resolve cross-functional gaps
• Align stakeholders and drive execution of new or changing AI risk requirements through negotiation, leadership, and influence
• Prepare reporting and materials for senior management and governance forums on program development, risk gaps, and execution progress

Vice President – AI Risk

• Build, implement, and sustain the newly established AI Risk program and supporting operating model
• Liaise across Risk & Compliance to identify and close gaps in oversight of AI as a transversal risk
• Support execution across the risk management lifecycle, including risk identification, assessment, measurement, monitoring, and governance
• Translate enterprise risk management principles and regulatory standards into practical AI risk requirements, processes, and governance routines
• Apply practical knowledge of bank risk management frameworks to build the AI Risk program
• Create a sustainable framework that can adjust to future business environment factors
• Partner with first and second line stakeholders to implement AI risk requirements and resolve cross-functional gaps
• Use negotiation, leadership, and influence to align stakeholders and drive execution
• Prepare reporting and materials for senior management and governance forums on program development, risk gaps, and execution progress

Vice President, AI Risk

• Lead the continued development, implementation, operation, and oversight of the Company’s compliance program
• Serve as a strategic partner to Commercial leadership and engage early in commercial strategy development
• Identify and assess compliance considerations and develop practical, compliant approaches to business objectives
• Report periodically to senior leadership and the Board of Directors or its committees on the compliance program and key risks
• Champion a culture in which compliance is integrated into business decision-making
• Build strong relationships across the organization and serve as a trusted advisor
• Develop, implement, and review compliance policies, procedures, standards, and business processes
• Develop and oversee compliance education and training
• Establish and execute risk-based monitoring and auditing plans
• Lead or facilitate investigations of suspected non-compliance and oversee corrective and preventive actions
• Oversee federal and state transparency reporting and healthcare compliance requirements
• Serve as the Company’s Privacy Officer and oversee its privacy compliance framework
• Identify and assess emerging compliance risks and translate complex requirements into practical guidance

Senior Vice President, Head of Compliance

• Oversee operations of company-managed stores assigned to the region
• Lead all aspects of a Field Operations organizational unit, including staffing, workforce planning, budgeting, financial performance, and daily operations
• Provide motivational leadership to advance SAM’s culture and exceed goals
• Recruit, hire, develop, and retain District Directors and District Managers
• Partner with Human Resources to design workforce plans and achieve full staffing across the region
• Create succession and development plans
• Oversee regional financial performance, annual budget creation, and monitoring of storage and non-storage asset budgets
• Foster client communication regarding financial performance and budgets
• Hold responsibility for meeting regional budget targets
• Design strategies and programs to boost profitability
• Apply self-storage industry trends and best practices
• Guide day-to-day regional operations and operational efficiency
• Serve as a cross-functional leader and represent regional needs in projects, initiatives, and rollouts
• Communicate regional needs with corporate teams to improve operations and team development
• Lead client and customer/tenant satisfaction efforts and address concerns
• Review customer feedback and reviews to enhance service quality
• Ensure regional compliance with SAM standards and applicable laws, including OSHA, FLSA, and FMLA
• Travel up to 60%, including district visits, client meetings, industry shows, and quarterly in-person leadership meetings
• Perform additional duties as assigned

Regional Vice President

• Oversee operations of company-managed stores assigned to the region
• Lead all aspects of a Field Operations organizational unit, including staffing, workforce planning, budgeting, financial performance, and daily operations
• Provide authentic and motivational leadership to advance SAM’s culture and exceed goals
• Recruit, hire, develop, and retain District Directors and District Managers
• Partner with Human Resources to design workforce plans and achieve full regional staffing
• Create succession and development plans
• Oversee regional financial performance, annual budget creation, and monitoring of storage and non-storage asset budgets
• Foster proactive client communication regarding financial performance and budgets
• Hold responsibility for meeting regional budget targets
• Design strategies and programs to increase profitability
• Guide day-to-day regional operations and ensure business strategy execution and operational efficiency
• Serve as a cross-functional leader and connector for organizational initiatives
• Represent regional needs during new projects, initiatives, and rollouts
• Communicate regional needs to corporate teams to improve operations and team development
• Lead client and customer/tenant satisfaction efforts
• Identify and address potential client concerns
• Review and analyze customer feedback and reviews to improve service quality
• Partner cross-functionally to ensure regional compliance with SAM standards
• Ensure compliance with OSHA, FLSA, FMLA, and applicable federal, state, and local laws
• Travel up to 60%, including district visits, client meetings, industry shows, and quarterly in-person leadership meetings
• Perform additional duties as assigned