Senior Sales Enablement Associate - Intermediary

Wintrust Wealth Management

Base: $59,000 - $77,000; bonus/equity: not specifi...
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Client service experience
Crm platforms proficiency
Strong time management skills
** 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. **

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

** 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. **

Salary

Base: $59,000 - $77,000; Bonus/Equity: Not specified; Benefits: Comprehensive benefit package including medical, dental, vision

Skills & Requirements

Must-have

  • Client service experience
  • CRM platforms proficiency
  • Strong time management skills

Nice-to-have

  • Collaborative team player
  • Attention to detail
  • Entrepreneurial spirit

Key Requirements

  • 3-5 years of experience
  • Bachelor’s degree in business or finance
  • Excellent written and verbal communication skills

Work Rights

Not specified

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