Senior Sales Enablement Associate - Intermediary

Wintrust

Base: $59,000 - $77,000; bonus: eligible for annua...
Hybrid
3-5 years asset management experience
Crm platform proficiency
Microsoft office suite expertise
Wintrust is seeking a Senior Sales Enablement Associate to support its Intermediary Distribution team by managing client onboarding, documentation, and sales processes. The role requires experience in client service within the asset management industry and offers a competitive salary and comprehensive benefits in a collaborative and growth-oriented environment

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, documentation, and reporting processes.
  • Employees enjoy an award-winning culture with competitive pay, a generous 401k match, and opportunities for internal growth.

Matching Summary

Match Score: 85

Wintrust is seeking a Senior Sales Enablement Associate to support its Intermediary Distribution team by managing client onboarding, documentation, and sales processes. The role requires experience in client service within the asset management industry and offers a competitive salary and comprehensive benefits in a collaborative and growth-oriented environment.

Salary

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

Skills & Requirements

Must-have

  • 3-5 years asset management experience
  • CRM platform proficiency
  • Microsoft Office Suite expertise
  • Client account lifecycle management
  • RFP/RFI/DDQ process coordination

Nice-to-have

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

Key Requirements

  • Bachelor's degree in business or Finance
  • Minimum 3-5 years client service experience
  • Proficiency in Salesforce CRM administration

Work Rights

Not specified

Tailored Resume

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