WTI Sales Support Team Lead
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. Why join us? An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 11 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 200+ community bank locations, we offer opportunities to grow and develop in your career Promote from within culture Wintrust Investments Sales Support Team Lead Within our fast-paced growth environment, this position is key in ensuring that the Financial Associates receive the proper support, coaching, and career development. The successful candidate will be ethical, disciplined, accountable, highly organized, have excellent communication skills, to include critical listening, and be an adept problem-solver. The role involves a range of responsibilities, including:
Requirements
- A bachelor's degree in business administration, finance, marketing, or a related field preferred.
- Previous experience in a sales support role or administrative position is advantageous.
- Previous experience in an investment-related field, finance, or banking is preferred.
- Highly proficient in Microsoft Suite to include Excel (and CSV files), Outlook, PowerPoint, and SharePoint; Power BI; Salesforce.
- Effective presentation, verbal, and written communication skills.
- Strong organizational skills, and the ability to multitask and prioritize effectively are essential.
- Series 7, 65 (or 63 and 66) required. Series 24 or 9/10 preferred.
Responsibilities
- People Coaching: Working one-on-one and in groups, providing employees with coaching, assist in tracking annual goals, and providing performance feedback.
- Reporting: Both on a periodic and ad hoc basis, preparing high-quality and insightful sales reports, presentations, dashboards.
- Project Management: Assisting Director of Sales Support with 3specific projects or initiatives aimed at improving overall sales performance, the effectiveness of the Financial Associates, and the client experience.
- Coordination: Organizing sales meetings and events. Administer the HR system Workday for direct reports.
- Transition Management: Assist the Director of Sales Support and the Director of Recruiting in preparing for Financial Advisor transitions and support the new Financial Advisor post conversion.
- Sales Management Teamwork: Maintaining strong relationships with the Sales Management team as well as senior leadership.
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
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Industry
Credit Intermediation and Related Activities
Number of Employees
5,001-10,000 employees
