Vice President, National Accounts

Hamilton Lane

Vice President expanding Hamilton Lane’s private-markets distribution through broker-dealer and digital investment platforms. Leading platform relationships, product approvals, advisor engagement, and AUM growth.

Posted 8/5/2026full-timeConshohocken • Pennsylvania • 🇺🇸 United StatesLeadWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in platform relationship management and national accounts within asset management, particularly in alternative investments and private markets. Proven ability to drive AUM growth, manage complex stakeholder relationships, and execute strategic business plans.

Highest-signal resume keywords

Platform Relationship ManagementAlternative Investments KnowledgeContract Negotiation SkillsProject Management SkillsFINRA Series 7 and 63 (or 66)

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

AUM GrowthDue-Diligence ManagementFund Structure KnowledgeSales Pipeline TrackingAccount-Specific Business PlansCompetitive Intelligence AnalysisRegulatory Compliance MonitoringAdvisor Engagement StrategiesPlatform Onboarding ProcessesRFP and DDQ Management

Soft Skills

Excellent Communication SkillsDetail-OrientedHighly OrganizedAbility to Influence StakeholdersStrong Negotiation Skills

Tools & Technologies

CRM ToolsPlatform Reporting Tools

Certifications & Qualifications

FINRA Series 7FINRA Series 63FINRA Series 66Bachelor's Degree

Industry Keywords

Independent Broker-DealerDigital Investment PlatformsPrivate Wealth ProductsRIA Distribution LandscapePrivate Markets Trends

About the role

Key responsibilities & impact

Lead relationships across independent broker-dealer firms and digital investment platforms
Support relationship management for strategic wirehouse, regional broker-dealer, custodial partners, and RIAs
Collaborate with the National Sales Manager and wholesalers to drive growth across shared accounts
Lead RFPs, DDQs, platform onboarding, fund approvals, and menu-placement processes for private wealth products
Build and execute account-specific business plans with sales, AUM growth, and advisor-engagement targets
Drive advisor awareness and product adoption through trainings, conferences, webinars, and due-diligence meetings
Negotiate platform agreements, fee arrangements, and servicing terms with Legal, Compliance, and Product teams
Monitor platform sales, flows, and redemption activity and identify retention risks
Communicate client requirements, competitive intelligence, and product feedback to internal teams
Partner with Marketing on platform campaigns, collateral, digital content, and model-portfolio/menu inclusion
Track pipeline, AUM, and revenue against goals using CRM and platform reporting tools
Monitor private markets trends, competitor activity, and regulatory developments
Represent Hamilton Lane at industry conferences and due-diligence forums

Requirements

What you’ll need

8+ years of experience in national accounts, platform relationship management, or distribution within asset management, particularly alternative investments/private markets
Established relationships with home-office due-diligence, platform, and product teams at independent broker-dealer and/or digital-platform organizations
Working knowledge of private markets fund structures, including evergreen/semi-liquid funds, interval funds, tender-offer funds, and non-traded BDCs
Knowledge of the IBD/RIA distribution landscape
Demonstrated track record managing complex, multi-stakeholder relationships and driving measurable AUM and revenue growth
FINRA Series 7 and 63 (or 66) required
Bachelor's degree required
Strong contract negotiation skills
Detail-oriented project management skills
Ability to manage multiple due-diligence processes, platform approvals, and account plans simultaneously
Highly organized approach to prioritization and follow-through
Excellent internal and external communication skills
Ability to present to and influence senior stakeholders
Willingness to travel approximately 30–50%

Benefits

Comp & perks

Healthcare coverage
Mental health resources
Health & fitness reimbursement program
Wellness Rewards Program
Tuition reimbursement
Certification reimbursement
Continual education and development trainings
Paid time off to volunteer
Referral compensation for qualified candidates who join the team
Adoption reimbursement program
Paid time off for new parents and newlyweds
Travel support for nursing parents
Retirement programs
Employee stock purchasing plan