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.
A Wintrust Investments (WTI) Support Team Specialist is part of a dynamic team of professionals that operate in a fast-paced environment supporting Wintrust Investments, a division of Wintrust Financial. A Support Team Specialist will act as a liaison to our internal sales professionals, provide technical support and solutions for the firm’s desktop technology, participate in the onboarding activities of new sales professionals, and problem solve issues for all stakeholders of the firm. Expectations include exceptional communication and organizational skills, quality customer service, and teamwork.
The responsibilities and skills required for this position include, but are not limited to, the following:
Strong project management skills.
Time management and organizational skills.
Understanding of the financial markets including knowledge of investment products.
Manage large amounts of incoming calls and requests.
Identify and assess the needs of the caller to achieve satisfaction.
Build sustainable relationships and trust with sales professionals through open and interactive communication.
Provide accurate and complete information by using the technology tools and established processes.
Multitask by handling multiple requests concurrently.
Participate in the onboarding of new sales professionals by providing on-site support, scheduling, managing, and preparing for client onboarding.
Provide training to sales professionals on desktop technology and operational processes.
Go the extra mile to follow up on inquiries from sales professionals to ensure the end solution was met.
Requirements:
Bachelor’s degree, Business, Finance, or Economics, preferred
FINRA Series 7 and Series 66 required, and insurance license desired
Proven superior verbal and written communication skills
Previous experience in an investment-related field, finance, or banking is preferred
Highly proficient in Microsoft Office Suite (Outlook, Excel, Word, etc.)
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 $50,000 - $65,000, 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
- Bachelor's degree in Business, Finance, or Economics, preferred
- FINRA Series 7 and Series 66
- Insurance license desired
- Previous experience in an investment-related field
- Highly proficient in Microsoft Office Suite (Outlook, Excel, Word)
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.
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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.
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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.
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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
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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