Senior Sales Enablement Associate - Intermediary

BankGlenview

Base: $59,000 - $77,000; bonus/equity: eligible fo...
Hybrid
3-5 years asset management experience
Crm platform proficiency required
Microsoft office suite expertise
BankGlenview is seeking a Senior Sales Enablement Associate to support their Intermediary Distribution team, focusing on client service and relationship management within the asset management industry. The role emphasizes strong organizational skills, CRM proficiency, and a client-first mindset, along with a comprehensive benefits package and a supportive work culture

Job Summary

  • Wintrust Wealth Management serves 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.
  • Employees enjoy an award-winning culture rated a Top Workplace for 11 consecutive years with competitive pay and benefits.

Matching Summary

Match Score: 85

BankGlenview is seeking a Senior Sales Enablement Associate to support their Intermediary Distribution team, focusing on client service and relationship management within the asset management industry. The role emphasizes strong organizational skills, CRM proficiency, and a client-first mindset, along with a comprehensive benefits package and a supportive work culture.

Salary

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

Skills & Requirements

Must-have

  • 3-5 years asset management experience
  • CRM platform proficiency required
  • Microsoft Office Suite expertise
  • Client service and relationship management
  • Data integrity and reporting accuracy

Nice-to-have

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

Key Requirements

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

Work Rights

Not specified

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