Senior Sales Enablement Associate - Intermediary

Libertyville Bank And Trust

Base: $59,000 - $77,000; bonus: eligible for annua...
Hybrid
3-5 years asset management experience
Crm platform proficiency required
Microsoft office suite expertise
Libertyville Bank And Trust is seeking a Senior Sales Enablement Associate to support their Intermediary Distribution team. The role involves managing client onboarding, documentation, and internal sales processes, while offering a competitive compensation package and a supportive work culture

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, termination, and data integrity within Salesforce CRM.
  • Employees enjoy an award-winning culture rated a Top Workplace for 11 consecutive years with competitive pay and generous benefits.

Matching Summary

Match Score: 85

Libertyville Bank And Trust is seeking a Senior Sales Enablement Associate to support their Intermediary Distribution team. The role involves managing client onboarding, documentation, and internal sales processes, while offering a competitive compensation package and a supportive work culture.

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

  • WRAP sponsor or UMA/SMA platforms
  • Docupace experience preferred
  • Seismic marketing collateral updates
  • Entrepreneurial spirit culture fit
  • Cross-functional project collaboration

Key Requirements

  • Bachelor's degree in business or Finance
  • Minimum 3-5 years client service experience
  • Strong attention to detail and organizational skills

Work Rights

Not specified

Tailored Resume

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