Wealth Management Sales Enablement Associate

Posted 10 Days Ago
Be an Early Applicant
Chicago, IL, USA
In-Office
65K-75K Annually
Mid level
Fintech • Information Technology • Marketing Tech • Financial Services
Committed to being an employer of choice through strong principles, shared values, and distinctive culture.
The Role
Support Sales Enablement Manager by driving social media adoption, creating and fulfilling marketing collateral and events, managing third-party suppliers, maintaining departmental infrastructure (intranet, websites, social accounts), and assisting with improvement projects to enable frontline wealth management sales teams.
Summary Generated by Built In

Wintrust Wealth Management serves the financial needs of private clients, including high net worth individuals, business owners, and institutions. Since our founding in 1931, we have been helping clients meet their increasingly complex financial goals with the highest standards of service and integrity. Through our four companies, Wintrust Investments LLC, Wintrust Private Trust., Great Lakes Advisors LLC, and The Chicago Deferred Exchange Company LLC, we offer comprehensive wealth management solutions, including investment, trust, and asset management services. Wintrust Wealth Management is a division of Wintrust, a financial services company with more than $66 billion in assets.

Why join us?

  • An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 10 years) and Employee Recommended award by the Globe & Mail (past 6 years)
  • Competitive pay and discretionary or incentive bonus eligible
  • Comprehensive benefit package including medical, dental, vision, life, a 401k plan with a generous company match and tuition reimbursement to name a few
  • Family-friendly work hours
  • With 175+ community bank locations, we offer opportunities to grow and develop in your career
  • Promote from within culture

Why join this team?

  • We have a culture that encourages an entrepreneurial spirit
  • We offer multiple opportunities for development and upward mobility

Sales Enablement Associate

The Sales Enablement Associate is part of a three-person Wintrust Wealth Management team. The position reports to the Sales Enablement Manager.

The Sales Enablement Associate role is to:

  • Support the Sales Enablement Manager in driving social media presence for both Wintrust Wealth Management and Wintrust Investments and lead effective adoption of social media by front-line employees.  
  • Assist in the creation of all new content, collaborating with front-line, front-line managers, and CEOs to ensure quality of deliverables.
  • Assist with departmental improvement and/or expansion projects.
  • Deliver timely and quality fulfillment of all field requests such as for new or revised collateral, seminars and events, advertisements, mailings, and promotional item orders.
  • Deliver timely and quality delivery of all regularly scheduled output such as weekly and monthly publications, quarterly and annual events, holiday gift order fulfillment.  
  • Manage relationships with third-party suppliers of stationery, print materials, and promotional items.
  • Ensure timely and quality upkeep of departmental infrastructure including the firm’s intranet, public websites, and social media accounts, all collateral, shared network drive files, marketing supplies (promotional items, paper, binding materials, folders, brochures), and equipment (printer, computer, and binding machine)

The ideal candidate will have the following qualifications:

  • Three to five years of experience serving in a sales enablement or similar capacity.
  • Proficiency with Adobe Creative Suite and Microsoft Office Suite on both Macintosh and Windows operating systems.
  • Knowledge of, or experience in, the financial markets or wealth management space.
  • Undergraduate degree.

The ideal candidate will have the following personal traits:

  • Self-starter that works well both independently and in teams.
  • Highly organized, accountable, and detail oriented.
  • Critical thinker that takes pride in their output.

Benefits

Medical Insurance • Dental • Vision • Life insurance • Accidental death and dismemberment • Short-term and long term Disability Insurance • Parental Leave • Employee Assistance Program (EAP) • Traditional and Roth 401(k) with company match • Flexible Spending Account (FSA) • Employee Stock Purchase Plan at 5% discount • Critical Illness Insurance • Accident Insurance • Transportation and Commuting Benefits • Banking Benefits • Pet Insurance

Compensation

The estimated salary range for this role is $65,000 - $75,000, along with eligibility to earn an annual bonus. Actual salaries may vary based on several factors, such as a candidate’s qualifications, skills and experience.

#LI--Onsite

From our first day in business, Wintrust has been proud to serve a variety of unique communities and people from all walks of life.  To build a company that reflects the communities we serve, we believe that fostering a unique and inclusive workplace where everyone feels valued and empowered to succeed will support our ongoing success.  Wintrust Financial Corporation, including community banking and financial services subsidiaries, is an Equal Opportunity Employer.  All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, disability, veteran status, genetic information, and other legally protected categories.

Skills Required

  • Three to five years of experience in sales enablement or similar capacity
  • Proficiency with Adobe Creative Suite
  • Proficiency with Microsoft Office Suite on Macintosh and Windows operating systems
  • Knowledge of or experience in the financial markets or wealth management space
  • Undergraduate degree

Wintrust Financial Corporation Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Wintrust Financial Corporation and has not been reviewed or approved by Wintrust Financial Corporation.

  • Affordable Benefits Employer covers a large share of medical premiums, making health coverage comparatively low cost. Plan options are broad and pair with HSA/FSA choices and wellbeing programs.
  • Parental & Family Support Paid maternity, parental, and adoption leave are structured and fully paid, with backup childcare access through Bright Horizons. Adoption assistance and family support resources further strengthen caregiving support.
  • Retirement Support A 401(k) with a company match and an employee stock purchase plan provide multiple savings and ownership avenues. Match mechanics and plan access are noted features of the total rewards offering.

Wintrust Financial Corporation Insights

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The Company
HQ: Rosemont, IL
5,284 Employees
Year Founded: 1991

What We Do

Wintrust Financial (Wintrust) is a financial services holding company based in Rosemont, Illinois, with $50 billion in assets. Wintrust engages in the business of providing traditional community banking services, wealth management services, commercial insurance premium financing, mortgage origination and more.

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