The posting
Join Hamilton Lane, a global leader in private markets, as we scale to meet the demands of our growing client base. Here, you’ll work with ambitious, high‑performing 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.
We are seeking an experienced Insurance Strategist for our Global Client Solutions team. In coordination with the client solutions leads, the Insurance Strategist will develop a strategic sales plan for the insurance market initially in the U.S. followed by a global approach. The candidate will work closely with our investment teams to design and develop product focused for the insurance space.
Along with serving as a liaison between client solutions and investments, the Insurance Strategist will join the client solutions leads in being responsible for serving, helping to retain and expand partnerships with our current insurance relationships. The candidate will partner with the Client Solutions regional leaders to help build relationships, deepen trust, and develop new business with Chief Investment Officers, Chief Financial Officers, Chief Risk Officers, and their staffs. This includes a focus on the design, communication, and delivery of a range of services, solutions/analytics and capabilities. The Insurance Strategist will help set the strategic direction for engagements with Life, P&C, Health and multi-line insurers across our strategies.
Team and Position Description
The Insurance Strategist partners with both investments and distribution to promote and drive the growth of our Insurance business. Key deliverables include:
- Developing innovative portfolio solutions recommendations across our investment strategies to meet the needs of insurers. Provide strategic asset allocation advice and market updates to clients and prospects
- Providing portfolio, asset class, and security level optimization using regulatory capital, accounting, and economic capital models
- Identifying product and platform focus areas for the client solutions team by providing key insights into the relative value and attractiveness of asset classes, providing periodic sales training, and helping to align our services with needs of global insurance companies
- Providing expert support in client/prospect meetings to advance opportunities for single mandate and strategic partnerships
- Detailed analysis of insurance companies and their peer set. Utilize insurance databases and work with the sales team to identify opportunities and develop target lists
- Knowledge of asset class structuring and how to most efficiently structure insurance sensitive portfolios
- Maintaining expertise in and providing updates on industry regulation which impacts our clients and our services
- Building our brand with insurers globally through thought leadership, digital presence, and other promotional materials for papers, sponsored conferences, and events
Role Success Factors
As an external-facing member of our Global Client Solutions team, critical responsibilities include liaising between distribution and investments and serving as a markets, regulatory, and portfolio expert to our clients and prospects. The Insurance Strategist will also support the development/knowledge sharing, strategy development, and new product development. To support our growth goals in the Insurance space, success in the role will be tied to:
- Engagements leading to growth in our insurance clients (breadth/number of clients, depth of services for each, growth of existing clients focused primarily on the general account space)
- Development of new products and solutions for Insurance clients.
- Brand building of Hamilton Lane as a leader in the Insurance private markets management space through development and communication of thought leadership, market commentary and recommendations, presentations at conferences and events, and positioning
- Building Trust with internal clients, especially with Global client solutions teams, investments and client operations
- Evaluating portfolios, analyzing constraints/accounting/regulatory/ALM impacts and developing and communicating solutions. This includes investment policy recommendations, customizing investment strategy, evaluating guidelines and monitoring investments
- Proactive time management and focus on highest probability of success and value-added activities
Job Qualifications & Key Attributes of the ideal candidate:
- Courage to demonstrate unquestioned integrity and support for Hamilton Lane values. Thrives in a culture of candor, admits when they don’t have the answer, and seeks new perspectives. Values collaboration across all levels.
- Ability to build trust through credibility, reliability, intimacy, and a focus on our clients
- Bias towards action and execution with willingness to take calculated risks, ask questions, and remain accountable for results
- Concise and intuitive in both written and spoken language. Adept at synthesis to tell a story and arrive at a compelling conclusion
- Strong investment acumen, especially in Private Alternatives
- Technical experience/fluency in portfolio management, risk management, or credit analysis. Experience analyzing and presenting insurance specific needs such as Risk Based Capital constraints, regulatory/NAIC frameworks, accounting/reporting requirements
- Five or more years of successful Insurance related GA asset management or a role working directly or indirectly with insurers. Experience as an Insurance or in insurance client service or product marketing is a plus
- Location in suburban Philadelphia headquarters is preferred but willing to entertain other locations and remote work options
- Willingness to travel in North America and globally as required to meet internal and external client needs. 20-40% traveling globally, especially in the US.
- Bachelor’s degree. MBA and/or CFA, FSA, CAIA, etc. is preferred.
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 [email protected].
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.
