Senior Sales Enablement Associate - Intermediary

Wintrust Wealth Management

Base: $59,000 - $77,000; bonus/equity: not specifi...
Hybrid
Client service experience
Crm platform proficiency
Attention to detail
Wintrust Wealth Management is seeking a Senior Sales Enablement Associate to support their Intermediary Distribution team. The ideal candidate will have 3-5 years of client service experience in the asset management industry and will be responsible for managing client onboarding, reporting, and sales processes

Job Summary

  • Wintrust Wealth Management serves the financial needs of private clients with integrity.
  • The role supports the Intermediary Distribution team in client and sponsor needs.
  • Wintrust offers a competitive pay structure and promotes from within.

Matching Summary

Match Score: 85

Wintrust Wealth Management is seeking a Senior Sales Enablement Associate to support their Intermediary Distribution team. The ideal candidate will have 3-5 years of client service experience in the asset management industry and will be responsible for managing client onboarding, reporting, and sales processes.

Salary

Base: $59,000 - $77,000; Bonus/Equity: Not specified; Benefits: Comprehensive benefit package including medical, dental, vision

Skills & Requirements

Must-have

  • Client service experience
  • CRM platform proficiency
  • Attention to detail

Nice-to-have

  • Collaborative team player
  • Strong time management skills
  • Entrepreneurial spirit

Key Requirements

  • 3-5 years of experience
  • Bachelor’s degree in business or finance
  • Excellent written and verbal communication skills

Work Rights

Not specified

Tailored Resume

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