Hamilton Lane
Head of RFP
Hamilton Lane, Philadelphia, PA
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.
What we do:
As a recognized leader in providing Private Markets Solutions to clients across the globe we manage approximately $130 billion in discretionary assets and have oversight of an additional $810 in non-discretionary assets as of June 30, 2024.
The Opportunity:
Hamilton Lane is hiring a Vice President to manage our Request for Proposal (RFP) team within Client Solutions Support (CSS) in our Suburban Philadelphia - Conshohocken office.
As the Head of RFPs, you will lead the RFP function and overseeing a team of eight employees in our Suburban Philadelphia - Conshohocken Office. The RFP team supports our domestic US and international Client Solutions Team through completion of RFPs/questionnaires and other deliverables for new and existing clients and investors.
In this role, you will support the sales process, leading the team that crafts proposals for prospective and current clients and investors to gain new business. You will collaborate with various internal stakeholders to adapt and maintain best practices for processing RFPs and managing the content library used in supporting the sales effort and the ongoing servicing of existing clients.
You will work closely across various departments to ensure deadlines are met, materials meet compliance requirements and data points are accurate.
Your responsibilities will be to:
Your background will include:
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
Developing Your Career
Supporting Your Family & Community
Safeguarding Your Financial Wellbeing
Diversity Pledge
At Hamilton Lane, we prioritize the value of diversity and intentionally cultivate an environment that embraces the strength derived from our collective differences. Recognizing the industry's need for change, we address the hesitancy of underrepresented groups, particularly women and people of color, to apply unless meeting every criterion. We welcome applications from women, men, people of color, veterans, the LGBTQ+ community, and those returning to the workforce, even if not meeting every job description requirement, including education level. Your unique contribution is not just welcomed but essential to our success.
If you need a reasonable accommodation to complete your application, please contact Human Resources at [redacted].
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.
If you need a reasonable accommodation to complete your application, please contact Human Resources at [redacted].
What we do:
As a recognized leader in providing Private Markets Solutions to clients across the globe we manage approximately $130 billion in discretionary assets and have oversight of an additional $810 in non-discretionary assets as of June 30, 2024.
The Opportunity:
Hamilton Lane is hiring a Vice President to manage our Request for Proposal (RFP) team within Client Solutions Support (CSS) in our Suburban Philadelphia - Conshohocken office.
As the Head of RFPs, you will lead the RFP function and overseeing a team of eight employees in our Suburban Philadelphia - Conshohocken Office. The RFP team supports our domestic US and international Client Solutions Team through completion of RFPs/questionnaires and other deliverables for new and existing clients and investors.
In this role, you will support the sales process, leading the team that crafts proposals for prospective and current clients and investors to gain new business. You will collaborate with various internal stakeholders to adapt and maintain best practices for processing RFPs and managing the content library used in supporting the sales effort and the ongoing servicing of existing clients.
You will work closely across various departments to ensure deadlines are met, materials meet compliance requirements and data points are accurate.
Your responsibilities will be to:
- Oversee management and development of the RFP team.
- Review best practices for and oversee maintenance of the content database used to complete RFPs and service existing client questionnaire requests.
- Own RFP content management strategy leveraging technology and data to continually improve team workflows and content quality.
- Continuously monitor the RFP technology landscape for further improvements or new solutions.
- Ability to manage through complex RFPs and work with various internal teams to find solutions in an effective and efficient manner.
- Support the launch of new product lines and services by helping draft the standard responses for due diligence questionnaires (DDQs) and other written content.
- Responsible for the training and development of existing employees and future hires.
- Serve as final reviewer or escalation point for complex RFPs.
- Analyze win/losses to better position our content and RFP process for future enhancements.
- Allocate projects to team members while ensuring the team is consistently meeting deadlines while maintaining a high standard of quality.
- Work closely with firm leadership to ensure adequate staffing of RFP resources across our global footprint.
- Assist in RFP approval process and liaise with senior Client Solutions leaders regarding RFP opportunities.
Your background will include:
- 8+ years of professional work experience working in RFP development and completion. Knowledge of private equity, private credit, or real assets strongly preferred.
- Strong understanding of the institutional sales process and the role of RFP within.
- Experience managing teams and fostering team culture.
- Excellent writing, editing, and communicating skills are a must.
- Ability to continually review and optimize workflows.
- Excellent project management skills, including the ability effectively delegate work, ensure accountability, and collaborate with multiple teams.
- A high attention to detail, including solid proofreading skills is critical.
- Technically proficient in Microsoft Word and Excel. Experience with RFP and CRM systems; SalesEdge Qvidian experience is a plus.
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 program 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, matches your donations to charitable organizations, and compensates for referring qualified candidate 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.
Diversity Pledge
At Hamilton Lane, we prioritize the value of diversity and intentionally cultivate an environment that embraces the strength derived from our collective differences. Recognizing the industry's need for change, we address the hesitancy of underrepresented groups, particularly women and people of color, to apply unless meeting every criterion. We welcome applications from women, men, people of color, veterans, the LGBTQ+ community, and those returning to the workforce, even if not meeting every job description requirement, including education level. Your unique contribution is not just welcomed but essential to our success.
If you need a reasonable accommodation to complete your application, please contact Human Resources at [redacted].
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.
If you need a reasonable accommodation to complete your application, please contact Human Resources at [redacted].