Wealth Management Sales Enablement Associate

Wintrust Financial Corporation•Chicago, IL

9d•$50,000 - $65,000•Onsite

About The Position

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. We have a culture that encourages an entrepreneurial spirit and offer multiple opportunities for development and upward mobility. 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. This role will also assist in the creation of all new content, collaborating with front-line, front-line managers, and CEOs to ensure quality of deliverables, and assist with departmental improvement and/or expansion projects. The role involves delivering timely and quality fulfillment of all field requests such as for new or revised collateral, seminars and events, advertisements, mailings, and promotional item orders, as well as regularly scheduled output such as weekly and monthly publications, quarterly and annual events, and holiday gift order fulfillment. Additionally, the role requires managing relationships with third-party suppliers of stationery, print materials, and promotional items, and ensuring 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, and equipment.

Requirements

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

Responsibilities

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).