Senior Marketing Associate RFP and Database Analyst
Senior Marketing Associate RFP and Database Analyst
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$ 72000 - 94000
1 Vacancy
Job Description
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 Senior Marketing Associate will be responsible for overseeing all aspects of the firms Requests for Proposals (RFPs) Due Diligence Questionnaires (DDQs) and maintaining consultant and third-party databases. This role is a critical part of the Marketing team and works closely with Sales Investment and Compliance teams to ensure timely and accurate delivery of high-quality materials that communicate the firms investment capabilities and value proposition.
What youll do:
Manage the full process for completing RFPs RFIs and DDQs ensuring timely and accurate submissions.
Maintain and update centralized RFP content repository ensuring accuracy consistency and relevance of written responses and compliance approved numerical/data templates.
Collaborate with SMEs to update and refine standard responses reviewing and updating on a quarterly cadence.
Maintain and update content in consultant and third-party databases ensuring information is current and consistent across platforms.
Track and analyze RFP activity and success rates identifying trends and opportunities for improvement.
Ensure all responses comply with regulatory guidelines and internal review processes.
Support ad hoc projects related to RFP procedures and initiatives.
Qualifications:
Bachelors degree in marketing communications finance or related field.
3-5 years of experience in a marketing RFP or database-focused role within the asset management or financial services industry.
Strong attention to detail and project management skills.
Excellent written and verbal communication skills.
Ability to manage multiple projects and deadlines.
Familiarity with investment concepts strategies and terminology preferred.
Experience with RFP software and consultant databases a plus.
Proficiency in Microsoft Office Suite.
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 $72000 - $94000along with eligibility to earn an annual bonus. Actual salaries may vary based on several factors such as a candidates qualifications skills and experience.
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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.
Required Experience:
Senior IC
Employment Type
Full-Time
