Senior Sales Enablement Associate - Intermediary

Gurnee Bank

Base: $59,000 - $77,000; bonus/equity: eligible fo...
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3-5 years asset management experience
Crm platform proficiency required
Microsoft office suite expertise
** Gurnee Bank is seeking a Senior Sales Enablement Associate to support its Intermediary Distribution team in managing client relations and optimizing sales processes. The ideal candidate should possess experience in the asset management industry, with strong organizational and communication skills, and will benefit from a supportive work culture and comprehensive benefits package. **

Job Summary

  • Wintrust Wealth Management serves high net worth individuals and institutions with comprehensive wealth management solutions.
  • The role involves supporting the Intermediary Distribution team by managing client onboarding, terminations, and lifecycle events while ensuring compliance.
  • Employees enjoy an award-winning culture rated a Top Workplace for 11 consecutive years with competitive pay and generous benefits.

Matching Summary

Match Score: 75

** Gurnee Bank is seeking a Senior Sales Enablement Associate to support its Intermediary Distribution team in managing client relations and optimizing sales processes. The ideal candidate should possess experience in the asset management industry, with strong organizational and communication skills, and will benefit from a supportive work culture and comprehensive benefits package. **

Salary

Base: $59,000 - $77,000; Bonus/Equity: Eligible for annual discretionary or incentive bonus; Benefits: Comprehensive package including medical, dental, vision, 401k match, and tuition reimbursement

Skills & Requirements

Must-have

  • 3-5 years asset management experience
  • CRM platform proficiency required
  • Microsoft Office Suite expertise
  • Client account lifecycle management
  • Data integrity and reporting skills

Nice-to-have

  • WRAP sponsor or UMA/SMA platforms
  • Docupace experience preferred
  • Seismic marketing collateral updates
  • Entrepreneurial spirit and initiative
  • Cross-functional project participation

Key Requirements

  • Bachelor's degree in business or Finance
  • Minimum 3-5 years client service experience
  • Proficiency in Salesforce CRM administration

Work Rights

Not specified

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