Base: $59,000 - $77,000; bonus/equity: not specifi...
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Client service experience
Crm platforms proficiency
Strong time management skills
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Wintrust Wealth Management is seeking a Senior Sales Enablement Associate to support their Intermediary Distribution team. The ideal candidate will have 3-5 years of experience in client service within the asset management industry and will excel in managing client onboarding, documentation, and internal sales processes.
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Job Summary
Wintrust Wealth Management serves the financial needs of private clients, including high net worth individuals and institutions.
The role involves supporting the Intermediary Distribution team with client onboarding and lifecycle events.
Wintrust offers a competitive pay structure and a comprehensive benefits package.
Matching Summary
Match Score: 75
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Wintrust Wealth Management is seeking a Senior Sales Enablement Associate to support their Intermediary Distribution team. The ideal candidate will have 3-5 years of experience in client service within the asset management industry and will excel in managing client onboarding, documentation, and internal sales processes.
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Salary
Base: $59,000 - $77,000; Bonus/Equity: Not specified; Benefits: Comprehensive benefit package including medical, dental, vision