Wealth Management Sales Enablement Associate

Job description

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 $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.