Vice President, Private Wealth Sales
Growth Equity Interview Guide
Hamilton Lane is looking for a dynamic Vice President of Private Wealth Sales who is bilingual in Spanish and English. This role involves driving sales and providing valuable insights to financial advisors and their clients. The ideal candidate will have extensive experience in financial services sales and a strong network in the private wealth sector. What You’ll Do Drive sales across intermediary private wealth channels. Manage and grow a sales territory through prospecting. Conduct face-to-face meetings and video conferences. Work with senior team members for prospect meetings. Leverage existing relationships for immediate production. What You Need 7+ years of experience in financial services sales. Strong relationships in RIA, Wirehouses, Private Banks, Family Offices, and Independent Broker Dealers. Proven experience in private markets. Fluent in Spanish and English; Portuguese is a plus. Bachelor’s Degree in Finance, Business, Management, or Communication. Series 6 or 7 and 63 required. What You’ll Love Access to healthcare and mental health resources. Tuition and certification reimbursement programs. Paid time off to volunteer in your community. Support for new parents and families. About the Firm Hamilton Lane is a global leader in private markets. They manage approximately $1.0 trillion in assets. The firm values integrity, collaboration, and innovation. They invest heavily in their people and partners. #J-18808-Ljbffr Growth Equity Interview Guide
- ...professional backgrounds, such as law, accounting, sales, and trading. We look for those who... ...compliance groups. This supports the Private Wealth Management Business. Private Wealth Management Compliance is seeking a Vice President to join our team and be based out of our...PrivateWork at office
- Join Hamilton Lane, a global leader in private markets, as we scale to meet the demands of our growing client base. Here... ...role: energetic salesperson responsible for driving sales across intermediary private‑wealth channels, providing market insight, portfolio construction...PrivateImmediate start
- The Private Client experience at J.P. Morgan offers a pathway to Wealth Management through comprehensive, expert planning. The Private Wealth Planner (PWP) role is central... .... We’re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital...PrivateWork at office
- ...Vice President of Sales Performance, Commerce Events Portfolio About the Company Fast-growing global B2B events organizer with tech-driven... ...event portfolio. Industry Events Services Type Privately Held, Private Equity-backed About the Role The...Private
$122k - $200k
...J.P. Morgan Wealth Management - Vice President - Private Wealth Planner J.P. Morgan Wealth Management is seeking a Certified Financial Planner (CFP) to join the Wealth Planning and Advice team as a Vice President, Private Wealth Planner. In this high-impact role,...PrivateWork at office- The Goldman Sachs Group is seeking a Vice President for Global Compliance in Miami. This role involves monitoring compliance with regulations, assessing financial products, and advising the Private Wealth Management teams on legal matters. The candidate should have at least...Private
- Goldman Sachs is seeking a Vice President for their Private Wealth Management Compliance team in Miami. The successful candidate will monitor compliance, interact with various teams, and review marketing materials for compliance. Applicants need a Bachelor’s degree and...Private
$200k - $225k
...strategies focused on real estate, private equity, credit,... ...competitive edge. The Role:As a Vice President, Software Engineering Manager on the Blackstone Private Wealth (BXPW) Technology team, you will... ...marketing plans prepared by a sales team or developing and/or contributing...PrivateFull timeLocal area- Hamilton Lane Incorporated in Miami seeks a Vice President of Private Wealth Sales to drive intermediary wealth channel sales in Spanish and English, leveraging market insight and product solutions. You will manage a regional territory, build senior relationships, and...Private
- Hamilton Lane Advisors, LLC is seeking an energetic salesperson to drive sales across intermediary private-wealth channels. You will provide market insight, portfolio construction guidance, and product solutions to financial advisors, building trust and closing opportunities...Private
- Hamilton Lane is seeking a dynamic Vice President of Private Wealth Sales who is bilingual in Spanish and English to lead sales across intermediary channels and provide strategic insights to financial advisors and their clients. The ideal candidate has 7+ years in financial...Private
- ...service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As senior members... ...information, please visit: .Employment Type:Job Level:ProfessionalPosted Date:Jun 17, 2026ATS Job Description Test:Department:Sales SupportPrivateWork experience placementLocal area
- ...drive strategic organizational growth. As a Vice President in our Business Management team, you... ...:6+ years of relevant experience in the wealth management or asset management industry,... ...industry-leading investment management and private banking solutions. Asset Management...Private
- ...business development. The ideal candidate will have 12+ years in private banking or complex financial services, demonstrating... ...opportunity to develop client relationships and deliver comprehensive wealth management strategies, working alongside a dedicated team in Miami...Private
$225k - $275k
...management include investment vehicles focused on private equity, real estate, public debt and... ...Instagram.**Business Unit:** The Private Wealth Public Funds (PWPF) Legal group,... ...Advising on marketing plans prepared by a sales team or developing and/or contributing information...PrivateLocal areaFlexible hours$81.6k - $122.4k
...StatesSalary: $81 600,00 - $122 400,00Category: Private Client Coverage, WealthCompany: CitiThis... ...experience in partnership with sales teams and integrate subject matter and industry... ...a preference for prior experience in wealth management or other financial services roles...PrivateFull time- JPMorganChase is hiring a Private Client Advisor in Miami, Florida. In this role, you will provide comprehensive financial planning and advice to clients of varying wealth. Responsibilities include building strong client relationships, delivering personalized investment...Private
- BBVA Global Wealth Advisors in Miami seeks an entry-level Financial Advisor Associate to support a Financial Advisor in delivering wealth... ...to high-net-worth clients. The role offers exposure to private banking services and client relationship management within a regulated...Private
- Job Duties: Associate, Business Development Professional with Goldman Sachs & Co. LLC in Miami, Florida. Work alongside private wealth advisors to support and implement wealth management strategies for clients in Latin America and Florida. Develop and prepare marketing...Private
- ...International Registered Client Service Associate to provide exceptional service to clients and support Financial Advisors and Private Wealth Advisors. The role involves maintaining client relationships, processing transactions, and guiding clients through digital tools...Private
- ...Stanley International Registered Client Service Associates provide exceptional service to clients and support Financial Advisors/Private Wealth Advisors daily. They cultivate client relationships, process money movements, and handle administrative tasks in a fast-paced,...Private
- JPMorganChase is seeking talented individuals for their U.S. Private Bank team in Miami. The role focuses on managing client relationships and providing tailored financial advice to meet client needs. Ideal candidates should have over six years of experience in financial...PrivateBank staff
- Job Duties: Associate Sales with Goldman Sachs Wealth Services, L.P. in Miami, Florida. Execute tax planning, projection and review (US and foreign... ..., and tax payment planning. Support donor-advised funds, private foundations, and charitable trusts; assist with...PrivateFull timeTemporary workWork at office
- Step into a high-visibility role leading Miami’s Private Bank Client Center—where you’ll run world-class daily operations and help open... ...Employer, including Disability/VeteransJ.P. Morgan Asset & Wealth Management delivers industry-leading investment management and...PrivateWork at officeLocal areaFlexible hours
$190k - $250k
...iCapital is hiring a Senior Vice President to join our International Client... ...the Asset Management and Wealth Management industries, maintain... ...initiatives with regards to sales strategy, business development... ...experience is required Hedge Fund or Private Equity experience Excellent...PrivateFull timeWork at officeRemote work$110k - $125k
...Job Description Job Description Vice President, Sales Miami, FL | Full-Time | Hybrid | Bilingual (English/Spanish Required) Build... ...compliance, architecture and engineering (A&E) services, and private provider inspections through ARC, we help shape the built environment...PrivateFull timeFor contractorsImmediate startMonday to Friday$200k
...Private Bankers at Citi develop and deepen client relationships in order to thoroughly understand... ...that knowledge to develop tailored wealth management strategies. Private Bankers... ...able to develop and adapt a disciplined sales process to convert a pipeline of prospects...PrivateFull time- Position Overview Bernstein Private Wealth Management is a premier investment management firm advising high-net-worth and ultra-high-net-worth... ...A focus on client service excellence, partnership and sales training in order to provide an exceptional client experience...PrivateFlexible hours
$130k - $175k
...and additional ad hoc requests between investing businesses and Private Wealth clients. Lead Investor Relation coordination for Blackstone’s... ...funds/products; and advising on marketing plans prepared by a sales team or developing and/or contributing information for...PrivateLocal area$130k - $175k
...investment strategies focused on real estate, private equity, credit, infrastructure, life... ...Twitter), and Instagram. Blackstone Private Wealth was established to answer the growing... ...Advising on marketing plans prepared by a sales team or developing and/or contributing information...PrivateLocal area
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