Senior Sales Enablement Associate - Intermediary

Bank of Oak Park

Base: $59,000 - $77,000; bonus: eligible for annua...
Hybrid
3-5 years asset management experience
Crm platform proficiency
Microsoft office suite expertise
The Bank of Oak Park 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 high net worth individuals and institutions with comprehensive wealth management solutions.
  • The role supports the Intermediary Distribution team by managing client onboarding, termination, and lifecycle events while ensuring compliance.
  • 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

The Bank of Oak Park 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: 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 platform knowledge
  • Seismic marketing collateral updates
  • Docupace cash flow processing
  • Entrepreneurial spirit in culture
  • Cross-functional project participation

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

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