Senior Marketing Associate - RFP and Database Analyst

Wintrust Financial Corporation • Chicago, IL

85d • $59,000 - $77,000

About The Position

The Senior Marketing Associate will be responsible for overseeing all aspects of the firm’s Requests for Proposals (RFPs), Due Diligence Questionnaires (DDQ’s), and maintaining consultant and third-party databases. This role is a critical part of the Marketing team and works closely with Sales, Investment, and Compliance teams to ensure timely and accurate delivery of high-quality materials that communicate the firm’s investment capabilities and value proposition.

Requirements

• Bachelor’s degree in marketing, communications, finance, or related field.
• 3-5 years of experience in a marketing, RFP, or database-focused role within the asset management or financial services industry.
• Strong attention to detail and project management skills.
• Excellent written and verbal communication skills.
• Ability to manage multiple projects and deadlines.
• Familiarity with investment concepts, strategies, and terminology preferred.
• Experience with RFP software and consultant databases a plus.
• Proficiency in Microsoft Office Suite.

Responsibilities

• Manage the full process for completing RFPs, RFIs, and DDQs, ensuring timely and accurate submissions.
• Maintain and update centralized RFP content repository, ensuring accuracy, consistency, and relevance of written responses and compliance approved numerical/data templates.
• Collaborate with SMEs to update and refine standard responses, reviewing and updating on a quarterly cadence.
• Maintain and update content in consultant and third-party databases, ensuring information is current and consistent across platforms.
• Track and analyze RFP activity and success rates, identifying trends and opportunities for improvement.
• Ensure all responses comply with regulatory guidelines and internal review processes.
• Support ad hoc projects related to RFP procedures and initiatives.

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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Bachelor's degree
• Number of Employees: 5,001-10,000 employees