Senior Sales Enablement Associate - Intermediary

Elmhurst Bank & Trust Co

Base: $59,000 - $77,000; bonus: eligible for annua...
Hybrid
3-5 years asset management experience
Crm platform proficiency required
Microsoft office suite expertise
Elmhurst Bank & Trust Co is seeking a Senior Sales Enablement Associate to support their Intermediary Distribution team. The ideal candidate will have experience in client service within the asset management industry, with a strong focus on detail and organization

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, documentation, and compliance procedures.
  • Employees enjoy an award-winning culture rated a Top Workplace by the Chicago Tribune for 11 consecutive years.

Matching Summary

Match Score: 85

Elmhurst Bank & Trust Co is seeking a Senior Sales Enablement Associate to support their Intermediary Distribution team. The ideal candidate will have experience in client service within the asset management industry, with a strong focus on detail and organization.

Salary

Base: $59,000 - $77,000; Bonus: Eligible for annual discretionary or 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 WRAP sponsor platforms
  • Knowledge of UMA and SMA platforms
  • Docupace and Salesforce administration
  • Collaborative team player mindset

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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