Wti Support Team Specialist Ii

BankGlenview

Base: $50,000 - $65,000; bonus/equity: eligible fo...
Hybrid
Manage large volumes of incoming calls
Provide desktop technology support
Participate in new sales professional onboarding
Wintrust Wealth Management is seeking a WTI Support Team Specialist II to provide technical support and solutions for their internal sales professionals. The ideal candidate should possess strong communication and organizational skills, a background in finance or investments, and be proficient in Microsoft Office. This hybrid position offers competitive benefits and a salary range of $50,000 - $65,000

Job Summary

  • Wintrust Wealth Management serves private clients including high net worth individuals and institutions with comprehensive wealth management solutions.
  • The Support Team Specialist acts as a liaison to internal sales professionals, providing technical support and managing onboarding activities.
  • The role offers competitive benefits including medical insurance, a 401(k) with company match, and an employee stock purchase plan.

Matching Summary

Match Score: 85

Wintrust Wealth Management is seeking a WTI Support Team Specialist II to provide technical support and solutions for their internal sales professionals. The ideal candidate should possess strong communication and organizational skills, a background in finance or investments, and be proficient in Microsoft Office. This hybrid position offers competitive benefits and a salary range of $50,000 - $65,000.

Salary

Base: $50,000 - $65,000; Bonus/Equity: Eligible for annual bonus; Benefits: Medical, Dental, Vision, Life, 401(k) match

Skills & Requirements

Must-have

  • Manage large volumes of incoming calls
  • Provide desktop technology support
  • Participate in new sales professional onboarding

Nice-to-have

  • Strong project management skills
  • Build sustainable relationships with stakeholders
  • Go the extra mile to follow up on inquiries

Key Requirements

  • Bachelor's degree in Business, Finance, or Economics preferred
  • FINRA Series 7 and Series 66 required
  • Previous experience in investment-related field or banking preferred
  • Insurance license desired

Work Rights

Not specified

Tailored Resume

Cover Letter