Senior Sales Enablement Associate - Intermediary

Countryside 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
** Countryside Bank is seeking a Senior Sales Enablement Associate to support its Intermediary Distribution team, focusing on client service, process optimization, and documentation management. The ideal candidate will have experience in asset management and a client-first attitude, along with strong organizational and communication skills. **

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: 75

** Countryside Bank is seeking a Senior Sales Enablement Associate to support its Intermediary Distribution team, focusing on client service, process optimization, and documentation management. The ideal candidate will have experience in asset management and a client-first attitude, along with strong organizational and communication skills. **

Salary

Base: $59,000 - $77,000; Bonus/Equity: Eligible for annual discretionary or incentive bonus; Benefits: Medical, dental, vision, life, 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

  • Entrepreneurial spirit and initiative
  • Experience with WRAP sponsor platforms
  • Knowledge of UMA and SMA platforms
  • Familiarity with Docupace and Seismic
  • Collaborative team player mindset

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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