SVP, Team Lead Middle Office Services

Wintrust Wealth Management serves the financial needs of private clients including high net worth individuals business owners and institutions. Since our founding in 1931 we have been helping clients meet their increasingly complex financial goals with the highest standards of service and integrity. Through our four companies Wintrust Investments LLC Wintrust Private Trust. Great Lakes Advisors LLC and The Chicago Deferred Exchange Company LLC we offer comprehensive wealth management solutions including investment trust and asset management services. Wintrust Wealth Management is a division of Wintrust a financial services company with more than $66 billion in assets.

Why join us

An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 11 years) and Employee Recommended award by the Globe & Mail (past 6 years)

Competitive pay and discretionary or incentive bonus eligible

Comprehensive benefit package including medical dental vision life a 401k plan with a generous company match and tuition reimbursement to name a few

Family-friendly work hours

With 200 community bank locations we offer opportunities to grow and develop in your career

Promote from within culture

Position Overview:

The Middle Office Services Team Lead supports the front office (Trust Administration) through processing transactions (bill pay); critical changes within accounts and WPT staff; set up of new accounts; asset transfers; data reporting and business controls administration.

What youll do:

Responsibilities include but are not limited to the following:

• Provide support to Trust Administration

• Oversee Fiduciary Business Controls

• Identifying opportunities to improve efficiency within various processes/workflows.

• Collaborating with other members of the cross-functional Community of Practice and Innovation to improve execution processes

• Developing process for dropping monthly statements into Black Diamond

• Identifying opportunities for improvement within system applications and coordinating with vendors.

• Implement quality control testing for consistent and accurate coding including the accuracy of fees charged vs fee schedule and/or discount agreements

• Reporting testing results and trend analysis directly to the CEO WPT Compliance and Administrative Team Leads together with suggested training and other measures to improve results; identifying issues and root causes; working with frontline teams to develop a plan to resolve and remediate issues and monitoring progress on a timely basis

• Special projects as assigned

Qualifications:

• Bachelors degree ideally in Finance Economics or a related field

• 5 years in leading a team and creating efficiencies within a Trust department/company

• 10 years of experience in Trust operations

• Experience with the following systems: Microsoft Office Suite and TrustDesk

• Ability to work within deadlines and prioritize projects

• A self-motivated employee; an effective team player

Benefits:

Medical Insurance Dental Vision Life insurance Accidental death and dismemberment Short-term and long term Disability Insurance Parental Leave Employee Assistance Program (EAP) Traditional and Roth 401(k) with company match Flexible Spending Account (FSA) Employee Stock Purchase Plan at 5% discount Critical Illness Insurance Accident Insurance Transportation and Commuting Benefits Banking Benefits Pet Insurance

Compensation:

The estimated salary range for this role is $85000 - 110000along with eligibility to earn an annual bonus. Actual salaries may vary based on several factors such as a candidates qualifications skills and experience.

From our first day in business Wintrust has been proud to serve a variety of unique communities and people from all walks of life. To build a company that reflects the communities we serve we believe that fostering a unique and inclusive workplace where everyone feels valued and empowered to succeed will support our ongoing success. Wintrust Financial Corporation including community banking and financial services subsidiaries is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race color religion sex age national origin disability veteran status genetic information and other legally protected categories.