Senior Sales Enablement Associate Intermediary

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

• Promote from within culture

Why join this team

• We have a culture that encourages an entrepreneurial spirit

• We offer multiple opportunities for development and upward mobility

Responsibilities:

• Support the Intermediary Distribution team in all day-to-day client and sponsor needs coordinating with other departments as needed to ensure a timely response and/or follow through.

• Support client account onboarding termination transitions and other lifecycle events ensuring compliance with internal firm procedures and collaborating with all relevant stakeholders.

• Manage documentation and data integrity within CRM and reporting systems.

• Coordinate and deliver periodic reporting packages and work with internal teams to ensure accuracy.

• Coordinate the development of Intermediary presentation materials for the team ensuring accuracy of performance and client-related statistics if applicable.

• Optimize internal sales processes communication and resources to enable the team to reach their goals.

• Identify and escalate any sensitive client issues to appropriate party to coordinate a timely response.

• Work with Operations team to process client cash flow requests via Docupace.

• Manage the full process for completing Intermediary RFPs RFIs and DDQs ensuring timely and accurate submissions and implementing efficiencies where needed.

• Participate in cross-functional projects and initiatives that enhance the client experience.

• Update Intermediary marketing collateral quarterly in Seismic submit for approval through various internal and external processes.

• Work with Admin or Marketing team to update content/collateral/make customizations based on feedback from sales team.

• Maintenance of Salesforce CRM including pipeline tracking new/terminated accounts creating reports and dashboards data auditing and updates and assist MD in coordination of instance updates/upgrades integrations and changes with WT SCOE.

• Assist MD with any sales enablement related projects including Salesforce CRM administration.

• Optimize internal sales processes communication and resources to enable the team to reach their goals.

• Coordinate conference participation for Intermediary sales team and attending as needed.

• Oversee with Accounts Payable process allocate and submit invoices work with vendors and WT AP to obtain and log all appropriate paperwork facilitate payment questions with employees and vendors

• Create all monthly and YTD expense breakouts (vendor spend sponsorships/donations employee expenses) by 10th business day after month-end.

• Complete detailed data entry to support client tax analysis

Qualifications:

• Minimum 3-5 years of experience in client service or relationship management in the asset management industry.

• Bachelors degree in business Finance or related field required.

• Proficiency in Microsoft Office Suite (Excel Word and PowerPoint); experience with CRM platforms and performance reporting applications preferred.

• Excellent written and verbal communication skills.

• Exceptional attention to detail and organizational skills.

• Strong time management skills able to prioritize and manage multiple deliverables in a deadline-driven environment.

• Client-first mindset with a professional and courteous demeanor.

• Collaborative team player who can also take initiative and work independently.

• Preferred Experience:

  • WRAP sponsor or sponsor platforms

  • UMA and SMA sponsor platforms

  • Docupace

  • Salesforce

  • SS&C Advent

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 $59000 - $77000 along with eligibility to earn an annual bonus. Actual salaries may vary based on several factors such as a candidates qualifications skills and experience.

#LI-Hybrid

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.