Senior Sales Enablement Associate - Intermediary

Wintrust Wealth Management

Base: $59,000 - $77,000; bonus: eligible for annua...
Hybrid
3-5 years asset management experience
Crm platform proficiency required
Microsoft office suite expertise
Wintrust Wealth Management is seeking a Senior Sales Enablement Associate to support its Intermediary Distribution team, aiding in client account management and sales processes. The ideal candidate will have 3-5 years of client service experience in the asset management industry and possess strong organizational and communication skills

Job Summary

  • Wintrust Wealth Management serves high net worth individuals and institutions with comprehensive investment and trust solutions.
  • The role involves supporting the Intermediary Distribution team by managing client onboarding, data integrity in Salesforce, and coordinating complex reporting packages.
  • Employees enjoy an award-winning culture rated a Top Workplace for 11 consecutive years with competitive pay and a generous 401k match.

Matching Summary

Match Score: 85

Wintrust Wealth Management is seeking a Senior Sales Enablement Associate to support its Intermediary Distribution team, aiding in client account management and sales processes. The ideal candidate will have 3-5 years of client service experience in the asset management industry and possess strong organizational and communication skills.

Salary

Base: $59,000 - $77,000; Bonus: Eligible for annual discretionary incentive bonus; Benefits: Medical, dental, vision, life, 401k match, tuition reimbursement

Skills & Requirements

Must-have

  • 3-5 years asset management experience
  • CRM platform proficiency required
  • Microsoft Office Suite expertise
  • Client account lifecycle management
  • RFP/RFI/DDQ process coordination

Nice-to-have

  • Entrepreneurial spirit and initiative
  • Experience with Docupace or Seismic
  • Strong collaborative team player
  • Knowledge of UMA and SMA platforms
  • Excellent written communication skills

Key Requirements

  • Bachelor's degree in business or Finance
  • Minimum 3-5 years client service experience
  • Proficiency in performance reporting applications

Work Rights

Not specified

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