Managing Director/Principal, Institutional Client Solutions - Southeast

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.

As a recognized leader in providing Private Markets Solutions to clients across the globe, we manage approximately $119.4 billion in discretionary assets and have oversight of an additional $734.8 in non-discretionary assets as of September 30, 2023.

The Opportunity

As a Managing Director/Principal on our Client Solutions team, you will work to expand the firm’s institutional client base in the Southeast Region. You will be responsible for establishing new relationships in the region, working with existing client and consultant relationships to maintain & expand our client base in commingled funds and separate accounts. In this role you will bring your ability to communicate effectively, present complex strategies to clients and operate in a results-driven dynamic environment.

In This Role, You Will

• Raise capital from Southeast institutions including pensions, endowments, foundations & financial institutions for global private markets products & separate accounts.
• Initiate research to target potential investors for business development and attend investor meetings.
• Maintain CRM data post investor meetings. Help build and support marketing campaigns by using existing CRM contacts and identifying potential investors.
• Review Requests for Proposals and Due Diligence Questionnaires completed by the Client Solutions Support Team.
• Schedule and arrange conference calls, client meetings, road shows and investor events.
• Work directly with the Head of Client Solutions in the Americas to develop a business plan to continue the growth of our institutional client base in the Southeast.
• Work with the consultant relations team to assist with the coverage of select consulting firms and field consultants.
• Maintain a working knowledge of firm’s commingled funds, strategies and market thoughts.
  
  

Your Background Will Include

• 15+ years of experience within the Investment Management Industry.
• Proven experience in an institutional business development role. Relationship management and consultant relations experience will also be considered.
• Willing to travel extensively.
• Strong achievement drive with the ability to handle multiple assignments and initiatives.
• Proficient in Microsoft applications (Word, Excel, PowerPoint).
• Detail oriented and organized and possess good analytical skills.
• Excellent judgement and interpersonal skills with the ability to build and maintain strong relationships with clients and internal stakeholders.
• Strong communication skills (written and verbal).
  
  

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 humanresources@hamiltonlane.com.

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.