Strategic Sales & Marketing Lead (Hybrid)

Wintrust Financial Corporation; The Ironbound (NJ); Sur place; USD 85 000 - 110 000; Plein temps

Avantages offerts par ce poste

Medical Insurance

Dental

Vision

Life insurance

401(k) with match

Tuition reimbursement

Résumé du poste

Wintrust Financial Corporation is seeking a dynamic professional to act as the operational engine behind senior sales leadership, orchestrating advisor engagement and pipeline activity. The role blends relationship management, content creation, and sales enablement in a fast-moving, advisor-facing environment within the life insurance premium finance domain.

You will partner with the Head of Sales and regional VPs to strengthen relationships, produce marketing collateral, coordinate campaigns,

Qualifications

• 3-7 years of experience in financial services, ideally in premium finance, insurance distribution, private client lending, or RIA/wealth management.
• Strong understanding of advisor ecosystems, and sales cycles.
• Exceptional communication skills — polished, concise, and executive ready.
• Proficiency with CRM systems, pipeline reporting, and sales analytics.

Responsabilités

• Serve as the primary internal point of contact for Head of Sales, regional VPs, advisors/clients, and 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.
• Conduct 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 advisors.
• Track advisor engagement metrics and identify high-potential relationships.

Connaissances

CRM proficiency

Executive communication

Sales analytics

Relationship management

Premium finance knowledge

Formation

Bachelor's degree in finance or related

Outils

CRM systems

PowerPoint

Description du poste

Wintrust Financial Corporation is seeking a dynamic professional to act as the operational engine behind senior sales leadership, orchestrating advisor engagement and pipeline activity. The role blends relationship management, content creation, and sales enablement in a fast-moving, advisor-facing environment within the life insurance premium finance domain.

You will partner with the Head of Sales and regional VPs to strengthen relationships, produce marketing collateral, coordinate campaigns,