Senior Sales Enablement Associate - Intermediary

Labe Bank

Base: $59,000 - $77,000; bonus/equity: eligible fo...
Hybrid
3-5 years asset management experience
Crm platform proficiency required
Microsoft office suite expertise
Labe Bank is seeking a Senior Sales Enablement Associate to support its Intermediary Distribution team, focusing on client service, documentation management, and optimizing internal sales processes. The ideal candidate will have experience in relationship management within the asset management industry and a strong proficiency in CRM tools. The position offers competitive pay, a comprehensive benefits package, and opportunities for professional development

Job Summary

  • Wintrust Wealth Management serves high net worth individuals and institutions with comprehensive wealth management solutions.
  • The role involves supporting the Intermediary Distribution team by managing client onboarding, lifecycle events, and ensuring compliance.
  • Employees enjoy an award-winning culture rated a Top Workplace for 11 consecutive years with competitive pay and benefits.

Matching Summary

Match Score: 85

Labe Bank is seeking a Senior Sales Enablement Associate to support its Intermediary Distribution team, focusing on client service, documentation management, and optimizing internal sales processes. The ideal candidate will have experience in relationship management within the asset management industry and a strong proficiency in CRM tools. The position offers competitive pay, a comprehensive benefits package, and opportunities for professional development.

Salary

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

Skills & Requirements

Must-have

  • 3-5 years asset management experience
  • CRM platform proficiency required
  • Microsoft Office Suite expertise
  • Client service and relationship management
  • Data integrity and reporting skills

Nice-to-have

  • WRAP sponsor or UMA/SMA platforms
  • Docupace and Salesforce experience
  • Entrepreneurial spirit and initiative
  • Cross-functional project collaboration
  • Seismic marketing collateral updates

Key Requirements

  • Bachelor's degree in business or Finance
  • Minimum 3-5 years industry experience
  • Proficiency in Microsoft Excel, Word, PowerPoint

Work Rights

Not specified

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