Senior Sales and Marketing Associate

Wintrust Financial Corporation; Newark (NJ); Hybrid; USD 85,000 - 110,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

AD&D insurance

Disability insurance

Parental leave

401(k) with company match

FSA

ESPP at 5%

Critical Illness Insurance

Pet Insurance

Transportation benefits

Banking benefits

Job summary

Wintrust Life Finance is seeking an experienced professional to act as a hybrid internal wholesaler, supporting the Head of Sales and regional VPs with advisor engagement, pipeline orchestration, and marketing collateral development.

Ideal candidates bring 3–7 years in financial services, strong CRM proficiency, and the ability to produce executive-ready materials. This role blends relationship management with sales enablement in a fast-paced advisor-facing environment.

Qualifications

• 3–7 years of experience in financial services.
• Experience in premium finance or wealth management is helpful.
• Excellent verbal and written communication.

Responsibilities

• Serve as the primary internal point of contact for Head of Sales, RVPs, their advisors/clients, and other centers of influence.
• Support regional VPs with meeting prep, follow-ups, on-site conference/tradeshow support, and proposal coordination with new business.
• Produce polished marketing materials and collateral, and refine messaging with the Head of Sales.
• Maintain CRM accuracy and generate weekly pipeline reports for leadership.

Skills

CRM proficiency

Sales enablement

Pipeline management

Marketing collateral

Advisor relations

Financial services

Tools

CRM platforms

Job description

As the largest life insurance premium finance company in the country, Wintrust Life Finance provides customized financing solutions to qualified borrowers seeking to finance their life insurance premiums. Our financing solutions have supported numerous planning structures, including traditional wealth transfer, key-man insurance, buy-sell arrangements, split dollar arrangements, term alternatives, charitable giving, income replacement strategies, and more. Wintrust Life Finance is a subsidiary 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 eligibleComprehensive benefit package including medical, dental, vision, life, a 401k plan with a generous company match and tuition reimbursement to name a fewPromote from within cultureWhy join this team?This position has the opportunity to interface with and have a positive impact on multiple areas of Wintrust's businessWe hold ourselves accountable to high standards, share wins, operate ethically, and have fun Position Summary:This role is the operational engine behind the Chief Growth Officer/Head of Sales and regional VPs — a hybrid internal wholesaler, sales support strategist, and marketing operator who strengthens advisor relationships, drives pipeline momentum, and elevates the unit’s brand presence.The candidate is a core member of the WLF client facing team. This individual partners directly with the Head of Sales and supports RVPs by managing advisor engagement, coordinating/supporting pipeline activity, producing marketing collateral, and ensuring the sales organization runs with precision.This role blends relationship management, pipeline orchestration, content creation, and sales enablement — ideal for someone who thrives in a fast moving, advisor facing environment and understands the nuances of life insurance, premium finance, HNW/UHNW client services.Essential Responsibilities:Sales EnablementServe as the primary internal point of contact for our Head of Sales, RVPs, their advisors/clients, and other centers of influence.Support regional VPs with meeting prep, follow‑ups, on-site conference/tradeshow support, and proposal coordination with ‘new business.’Manage inbound advisor inquiries and triage requests to underwrite, operations, or regional leadership.Maintain visibility into pipeline stages, benchmarks/goals, and business calendar milestones.Liaise with relevant business units and product partners where appropriate.Internal WholesalingConduct proactive outreach to advisor partners to drive meeting activity and uncover new opportunities.Schedule and prepare meetings, webinars, and training sessions for regional VPs.Deliver product overviews, premium finance fundamentals, and lending solution positioning to newer, less seasoned advisors.Track advisor engagement metrics and identify high‑potential relationships.Marketing & Content DevelopmentIn collaboration with WTFC marketing account manager, create polished marketing materials: pitch decks, one‑pagers, case studies, and advisor‑facing collateral.Partner with the Head of Sales to refine messaging, brand tone, and strategic communication.Manage digital content updates (website, advisor portal, email campaigns) in concert with WTFC marketingSupport event planning, conference prep, and roadshows in concert with WTFC events/marketingPipeline & CRM ManagementMaintain CRM accuracy across leads, opportunities, and advisor interactions.Generate weekly pipeline reports for the Head of Sales and regional VPs.Monitor production trends, advisor activity, and territory performance.Qualifications:3–7 years of experience in financial services, ideally in premium finance, insurance distribution, private client lending, or RIA/wealth management channels.Strong understanding of advisor ecosystems, and sales cyclesExceptional communication skills — polished, concise, and executive ready.Proficiency with CRM systems, pipeline reporting, and sales analytics.Ability to produce clean, modern marketing materials and presentations.BenefitsMedical 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 InsuranceCompensationThe estimated salary range for this role is $85,000 - $110,000, 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.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.