Wti Support Team Specialist Ii

Wintrust

Base: $50,000 - $65,000; bonus/equity: eligible fo...
Hybrid
Manage large amounts of incoming calls
Provide desktop technology support
Participate in new sales professional onboarding
Wintrust is seeking a WTI Support Team Specialist II to join their dynamic team, responsible for providing technical support and onboarding new sales professionals in a fast-paced financial services environment. The ideal candidate will possess strong communication and organizational skills, along with a background in finance or investment-related fields

Job Summary

  • The role serves as a liaison to internal sales professionals while providing technical support and solutions for the firm's desktop technology.
  • Wintrust Wealth Management offers comprehensive wealth management solutions including investment, trust, and asset management services to private clients.
  • Employees receive a comprehensive benefits package including medical, dental, vision, life insurance, and a 401(k) with company match.

Matching Summary

Match Score: 85

Wintrust is seeking a WTI Support Team Specialist II to join their dynamic team, responsible for providing technical support and onboarding new sales professionals in a fast-paced financial services environment. The ideal candidate will possess strong communication and organizational skills, along with a background in finance or investment-related fields.

Salary

Base: $50,000 - $65,000; Bonus/Equity: Eligible for annual bonus; Benefits: Medical, Dental, Vision, Life, 401(k) match, FSA, ESPP

Skills & Requirements

Must-have

  • Manage large amounts of incoming calls
  • Provide desktop technology support
  • Participate in new sales professional onboarding

Nice-to-have

  • Exceptional communication skills
  • Strong project management abilities
  • Build sustainable relationships with stakeholders

Key Requirements

  • Bachelor's degree in Business, Finance, or Economics preferred
  • FINRA Series 7 and Series 66 required
  • Insurance license desired
  • Previous experience in investment-related field preferred

Work Rights

Not specified

Tailored Resume

Cover Letter