Wti Sales Support Team Lead

Wintrust Wealth Management

Chicago, IL, United States
Base: $50,000 - $65,000; bonus: eligible for annua...
Series 7 and series 65 licenses required
Proficiency in microsoft excel and powerpoint
Experience with salesforce and power bi
This role is key in ensuring Financial Associates receive proper support, coaching, and career development within a fast-paced growth environment

Job Summary

  • This role is key in ensuring Financial Associates receive proper support, coaching, and career development within a fast-paced growth environment.
  • The position involves preparing high-quality sales reports, presentations, and dashboards while coordinating sales meetings and events.
  • Wintrust Wealth Management offers an award-winning culture with competitive pay, discretionary bonuses, and comprehensive benefits including a generous 401k match.

Matching Summary

This role is key in ensuring Financial Associates receive proper support, coaching, and career development within a fast-paced growth environment.

Salary

Base: $50,000 - $65,000; Bonus: Eligible for annual bonus; Benefits: Medical, dental, vision, life, 401k match, tuition reimbursement

Skills & Requirements

Must-have

  • Series 7 and Series 65 licenses required
  • Proficiency in Microsoft Excel and PowerPoint
  • Experience with Salesforce and Power BI

Nice-to-have

  • Strong organizational and multitasking skills
  • Previous investment or banking experience preferred
  • Excellent critical listening and communication skills

Key Requirements

  • Bachelor's degree in business administration, finance, or related field
  • Series 7 and Series 65 (or 63 and 66) certification required
  • Series 24 or 9/10 certification preferred

Work Rights

Not specified

Tailored Resume

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