Principal, Private Wealth Solutions Sales, Northern California Pacific Northwest

San Francisco, CA - USA

Yearly Salary: $ 125000 - 175000

Posted on: 17 hours ago

Vacancies: 1 Vacancy

Job Summary

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 Solutions to clients across the globe we manage approximately $145.6B in discretionary assets under management and $859.8B in non-discretionary assets under management as of September 30 2025.

The Opportunity:

We are looking for a driven and energetic salesperson to become a member of our highly skilled sales team. Your primary responsibility will be driving sales across intermediary private wealth channels in Northern California and the Pacific Northwest. Youll work daily to help provide valuable market insight portfolio construction guidance and investment product solutions to Financial Advisors and their clients by representing Hamilton Lane and our products.

Your responsibilities will be to:

Manage and grow a sales territory including:
- Managing the sales process for new prospects uncovered in the region through prospecting efforts
- A high expected level of sales activity through face-to-face meetings video conferences and direct telephone conversations.
- Interfacing with senior team members in the coordination of internal and external prospect meetings.
- Leveraging existing relationships and network to ensure immediate production

Demonstrate a mastery of skills such as:
- 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 exhibit a competitive drive
- Extremely resourceful organized and ability to prioritize multiple priorities
- A high aptitude to learn new things quickly and adapt to new situations
- The ability to quickly build trust and relationships
- The ability to break down barriers to entry

Your background will include:

5 years of financial services sales with strong relationships in RIA Wirehouses and Independent Broker Dealers in the Pacific Northwest.
Private markets experience is a plus
Entrepreneurial spirit and drive
Bachelors 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

Salary for this position is $125000-$175000 per year. Additionally employees are eligible for an annual discretionary bonus and benefits including heath care leave benefits and retirement benefits. Your total compensation may vary based on role location and firm department and individual performance.

Benefits:

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.

Developing Your Career

Tuition and certification reimbursement programs are available along with continual education and development trainings for you to grow with Hamilton Lane.

Supporting Your Family & Community

For our communities Hamilton Lane provides paid time off to volunteer and compensates for referring qualified candidates that join our team.

For growing family we offer an adoption reimbursement program paid time off for new parents and newlyweds and provide travel support for nursing parents.

Safeguarding Your Financial Wellbeing

Hamilton Lane contributes to retirement programs and offers an employee stock purchasing plan.

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 .

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.