Vice President, National Accounts

Job Responsibilities

• 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

• 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%

Core Competencies

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 Management
• Alternative Investments Knowledge
• Contract Negotiation Skills
• Project Management Skills
• FINRA Series 7 and 63 (or 66)

ATS Optimization Keywords

Hard Skills

• AUM Growth
• Due-Diligence Management
• Fund Structure Knowledge
• Sales Pipeline Tracking
• Account-Specific Business Plans
• Competitive Intelligence Analysis
• Regulatory Compliance Monitoring
• Advisor Engagement Strategies
• Platform Onboarding Processes
• RFP and DDQ Management

Soft Skills

• Excellent Communication Skills
• Detail-Oriented
• Highly Organized
• Ability to Influence Stakeholders
• Strong Negotiation Skills

Certifications & Qualifications

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

Industry Keywords

• Independent Broker-Dealer
• Digital Investment Platforms
• Private Wealth Products
• RIA Distribution Landscape
• Private Markets Trends

Tools & Technologies

• CRM Tools
• Platform Reporting Tools