Senior Sales Enablement Associate - Intermediary

Downers Grove Bank & Trust Co

Base: $59,000 - $77,000; bonus: eligible for annua...
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3-5 years asset management experience
Crm platform proficiency required
Microsoft office suite expertise
** The Senior Sales Enablement Associate position at Downers Grove Bank & Trust Co. involves supporting the Intermediary Distribution team with client and sponsor needs, managing documentation, and optimizing sales processes. The role requires 3-5 years of experience in client service within the asset management industry and offers a hybrid work environment with competitive compensation and benefits. **

Job Summary

  • Wintrust Wealth Management serves high net worth individuals and institutions with comprehensive investment and trust solutions.
  • The role supports the Intermediary Distribution team by managing client onboarding, data integrity, and sales process optimization.
  • Employees enjoy an award-winning culture rated a Top Workplace by the Chicago Tribune for 11 consecutive years.

Matching Summary

Match Score: 75

** The Senior Sales Enablement Associate position at Downers Grove Bank & Trust Co. involves supporting the Intermediary Distribution team with client and sponsor needs, managing documentation, and optimizing sales processes. The role requires 3-5 years of experience in client service within the asset management industry and offers a hybrid work environment with competitive compensation and benefits. **

Salary

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

Skills & Requirements

Must-have

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

Nice-to-have

  • WRAP sponsor platform knowledge
  • Seismic marketing collateral experience
  • 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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