Vp, Institutional Custody Administration

Wintrust Wealth Management

Chicago, IL, United States
Base: $71,000 - $92,000; bonus/equity: annual bonu...
Institutional custody operations
Asset safekeeping and settlement
Fiduciary standards adherence
The Vice President, Institutional Custody Administrator serves as the primary point of contact at Wintrust Private Trust Company with the Great Lakes Advisors (GLA) relationship managers when WPT is asked to serve as Custodian over a GLA managed account/relationship

Job Summary

  • The Vice President, Institutional Custody Administrator serves as the primary point of contact at Wintrust Private Trust Company with the Great Lakes Advisors (GLA) relationship managers when WPT is asked to serve as Custodian over a GLA managed account/relationship.
  • The role will focus on a high level of client service including prompt attention to client requests, both externally and internally with WPT and GLA partners.
  • Wintrust offers a competitive pay and annual discretionary bonus eligible, comprehensive benefit package including medical, dental, vision, life, a 401k plan with a generous company match and tuition reimbursement.

Matching Summary

The Vice President, Institutional Custody Administrator serves as the primary point of contact at Wintrust Private Trust Company with the Great Lakes Advisors (GLA) relationship managers when WPT is asked to serve as Custodian over a GLA managed account/relationship.

Salary

Base: $71,000 - $92,000; Bonus/Equity: annual bonus eligible; Benefits: Medical Insurance, Dental, Vision, Life insurance, AD&D, Disability Insurance, Parental Leave, EAP, 401(k) with match, FSA, ESPP, Critical Illness Insurance, Accident Insurance, Transportation Benefits, Banking Benefits, Pet Insurance

Skills & Requirements

Must-have

  • Institutional custody operations
  • Asset safekeeping and settlement
  • Fiduciary standards adherence
  • Regulatory compliance
  • Client service excellence

Nice-to-have

  • Award-winning culture
  • Family-friendly work hours
  • Promote from within culture
  • Inclusive workplace

Key Requirements

  • Bachelor’s degree in finance, Accounting, Business, or related field
  • 7-10 years of bank trust department or institutional custody experience
  • Solid investment knowledge
  • Familiarity with core trust accounting systems
  • Advanced fiduciary discipline
  • Deep regulatory fluency

Work Rights

Not specified

Tailored Resume

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