Senior Sales Enablement Associate - Intermediary

Wintrust Wealth Management

Base: $59,000 - $77,000; bonus/equity: not specifi...
Hybrid
Client service experience
Crm platform 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 experience in client service within the asset management industry and possess strong organizational and communication skills

Job Summary

  • Wintrust Wealth Management serves the financial needs of private clients, including high net worth individuals and institutions.
  • The role supports the Intermediary Distribution team in managing client onboarding and lifecycle events.
  • Wintrust offers a family-friendly work culture with opportunities for career growth.

Matching Summary

Match Score: 85

Wintrust Wealth Management 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 and possess strong organizational and communication skills.

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 platform proficiency
  • Strong time management skills

Nice-to-have

  • Collaborative team player
  • Attention to detail
  • Entrepreneurial spirit

Key Requirements

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

Work Rights

Not specified

Tailored Resume

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