Senior Sales Enablement Associate - Intermediary

Macatawa Bank

Base: $59,000 - $77,000; bonus/equity: eligible fo...
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3-5 years asset management experience
Crm platform proficiency required
Microsoft office suite expertise
** Macatawa Bank is seeking a Senior Sales Enablement Associate for their Intermediary Distribution team, focusing on client service and relationship management in the asset management industry. The position requires a blend of organizational skills, attention to detail, and experience with CRM systems, while offering competitive compensation and a supportive work culture. **

Job Summary

  • Wintrust Wealth Management serves private clients including high net worth individuals and institutions with comprehensive wealth management solutions.
  • The role involves supporting the Intermediary Distribution team by managing client onboarding, lifecycle events, and ensuring compliance with internal procedures.
  • Employees enjoy an award-winning culture rated a Top Workplace for 11 consecutive years with competitive pay and generous benefits.

Matching Summary

Match Score: 75

** Macatawa Bank is seeking a Senior Sales Enablement Associate for their Intermediary Distribution team, focusing on client service and relationship management in the asset management industry. The position requires a blend of organizational skills, attention to detail, and experience with CRM systems, while offering competitive compensation and a supportive work culture. **

Salary

Base: $59,000 - $77,000; Bonus/Equity: Eligible for annual discretionary or incentive bonus; Benefits: Comprehensive package including medical, dental, vision, life, 401k match, and tuition reimbursement

Skills & Requirements

Must-have

  • 3-5 years asset management experience
  • CRM platform proficiency required
  • Microsoft Office Suite expertise

Nice-to-have

  • WRAP sponsor or UMA/SMA platforms
  • Docupace and Salesforce SS&C Advent experience
  • Entrepreneurial spirit and initiative

Key Requirements

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

Work Rights

Not specified

Tailored Resume

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