Principal, Account Execution Evergreen Operations

Join Hamilton Lane a global leader in private markets as we scale to meet the demands of our growing client base. Here youll work with ambitious highperforming teams built on integrity candor and collaboration backed by our market-leading data and technology. We invest heavily in our people and our partners giving you the platform to enrich lives safeguard futures and grow your career.

What We Do
As one of the largest private markets investment firms globally we provide innovative solutions to institutional and private wealth investors around the world specializing in flexibility and full-spectrum access. We currently employ approximately 800 professionals operating in offices throughout North America Europe Asia Pacific and the Middle East and have $1.0 trillion in assets under management and supervision composed of $146.1 billion in discretionary assets and $871.5 billion in non-discretionary assets as of December 31 2025.

The Opportunity:

We are seeking a Principal-level U.S. Account Execution to lead the operational framework supporting our evergreen fund this role you will be responsible for overseeing complex global fund structures managing key operational partners and transfer agency relationships and ensuring a high-quality experience for investors distributors and internal stakeholders across the lifecycle of evergreen products.

You will serve as a senior leader within Client Solutions support partnering closely with Sales Product Legal Compliance Fund Accounting and Portfolio Management to support existing funds scale new product launches and enhance operational readiness across jurisdictions investor types and distribution channels.

• Lead the operational management of complex evergreen fund structures including feeder master and holding entities and administrator / transfer agency relationships.
• Oversee the full subscription and redemption operating cycle including monthly flow reporting and coordination with internal and external stakeholders.
• Manage operating considerations tied to complex fund provisions and jurisdiction-specific requirements.
• Communicate regularly with the sales team and be comfortable communicating confidently our process and structures internally and externally
• Share industry perspective and offer alternative solutions based on preexisting knowledge of evergreen fund operations
• Work with Evergreen Operations team members around the globe to simplify processes and centralize best practices.
  

• Own senior-level transfer agency relationship management for evergreen products and ensure effective execution of investor servicing processes.
• Lead investor onboarding and provide operational support to sales teams and distribution partners across the U.S.
• Support onboarding of individual investors and distributors including large intermediary and platform relationships.
  

• Partner with cross-functional teams on new evergreen initiatives new structures and product launches helping translate business strategy into scalable operational processes.
• Support onboarding of new relationship types and operating models including digital-asset-related counterparties and evolving product capabilities.
• Coordinate operational aspects of key fund events and filings including prospectus-related work tender offers and annual governance processes such as 15c support.
  

• Act as a central operations partner to Product Development Legal Compliance Fund Accounting Portfolio Management Sales and related teams to ensure smooth implementation and ongoing oversight of evergreen products.
• Identify process improvements strengthen controls and build scalable operating models that support growth in the evergreen platform.
• Provide leadership to a U.S. dedicated operations team supporting evergreen products and related investor activity.

Your background will include:

• Exceptional communication skills both internally and externally
• 10 years of experience in fund operations transfer agency investor servicing and private wealth / alternative investment operations
• Deep understanding of evergreen and interval fund structures subscription and redemption processes and distributor / platform onboarding
• Demonstrated ability to operate across complex legal structures multiple jurisdictions and third-party service provider relationships
• Existing relationships across the industry with transfer agents digital platforms broker dealers and other asset managers.
• Experience leading operational buildouts process enhancements and new product launches in a regulated investment environment

• 10 years experience supporting private markets products distributed through wealth channels intermediaries and global platforms
• Understanding of evergreen fund governance product documentation and fund event coordination
• Strong analytical organizational and project management skills
• Ability to balance strategic thinking with detailed operational execution in a fast-paced environment

Success in this role means building an operational platform that enables Hamilton Lanes evergreen business to scale effectively supports a strong investor and distributor experience and ensures new products and structures can be launched with rigor control and efficiency.

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.

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.