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Associate, Business Development-Private Wealth Channel

Company: Hamilton Lane Incorporated
Location: Denver
Posted on: June 12, 2021

Job Description:

Hamilton Lane is looking to expand their 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.

Hamilton Lane is seeking an Associate for our North America Business Development Group to help service and develop new business opportunities in the Private Wealth Channel to be based our Denver or Suburban Philadelphia office.


  • Work with the business development territory managers to support in developing new business opportunities in the Private Wealth Channel. Duties include but not limited to:
  • Actively prospect defined target lists

  • Manage focused call lists for each territory Manage auto-generated tasks

  • Proactively find new prospects groups that have been underserved

  • Review sales opportunities and help where follow up is needed

  • Help create client contact process

  • Work with data team to aid each territory, helping to ensure data is maintained with high level of quality

  • Help acquire meetings with prospects and clients. Examples of this include sending emails and making select phone calls to targeted advisors

  • Work with marketing to manage the lead generation process

  • Manage client onboarding process including detailed understanding of subscription process into semi-liquid structures

  • Help with meeting follow up Sales material

  • Create and manage a systematic process after each meeting

NECESSARY QUALIFICATIONS; Education and/or Experience:

  • Bachelor's Degree with an area of concentration in Finance, Business, Management, or Communication

  • Holds or is prepared to obtain necessary regulatory licenses (i.e. Series 7)

  • At least 2 years' experience working in a sales capacity within the financial services industryA demonstrated ability learn proprietary systems, CRMs, and software

  • Entrepreneurial spirit with a high "figure it out factor" and someone who is a self-starter!

  • Excellent communication skills; in-person, over the phone, and in writing

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.

As a registered investment adviser, employees of Hamilton Lane may be subject to certain limitations on political contribution and personal investment activities.

If you need a reasonable accommodation to complete your application, please contact Human Resources at 610-617-2046 (US).

Please note that in the event that you are hired by Hamilton Lane, you, your spouse or any other dependent family member living in your household will need to comply with Hamilton Lane's Personal Securities Transactions Policy and the trade pre-clearance process per Hamilton Lane's Code of Ethics. It is your responsibility to ensure that you and your household members are able to comply with this policy. Examples of the restrictions that could be placed on your activities include, but are not limited to, a requirement to pre-clear all transactions prior to execution, the inability to transact in certain securities or classes of securities and other restrictions. A copy of our Code of Ethics is available upon request. Please note that having a personal trading account will not prohibit you from being employed by Hamilton Lane.

Keywords: Hamilton Lane Incorporated, Denver , Associate, Business Development-Private Wealth Channel, Other , Denver, Colorado

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