Wealth Management Sales Enablement Associate

Wintrust Financial Corporation; Chicago (IL); On-site; USD 50,000 - 65,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

401(k) with company match

Tuition reimbursement

Employee Stock Purchase Plan

Job summary

Wintrust Wealth Management is seeking a Sales Enablement Associate to join a tight‑knit team that drives social media presence for Wintrust Wealth Management and Wintrust Investments. You will lead content development, collaborate with frontline staff and executives, and support department initiatives in a fast‑paced financial services setting.

The role reports to the Sales Enablement Manager and emphasizes timely delivery of collateral, events, and campaigns.

Qualifications

• Three to five years of experience in sales enablement or a similar capacity.
• Proficiency with Adobe Creative Suite and Microsoft Office Suite on both Macintosh and Windows.
• Knowledge of or experience in the financial markets or wealth management space.
• Undergraduate degree.

Responsibilities

• Support the Sales Enablement Manager in driving social media presence and adoption.
• Assist in creating all new content, collaborating with front‑line staff, managers, and CEOs to ensure quality of deliverables.
• Assist with departmental improvement and/or expansion projects.
• Fulfill field requests such as new or revised collateral, seminars and events, advertisements, mailings, and promotional item orders.
• Deliver timely and quality output for weekly and monthly publications, quarterly and annual events, and holiday gift order fulfillment.
• Manage relationships with third‑party suppliers of stationery, print materials, and promotional items.
• Ensure timely upkeep of departmental infrastructure, including intranet, public websites, and social media accounts, and manage collateral, shared network drive files, marketing supplies, and equipment.

Skills

Sales enablement

Content creation

Cross-functional collaboration

Education

Undergraduate degree

Tools

Adobe Creative Suite

Microsoft Office Suite

Job description

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 helped clients meet 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.

Why Join Us

• Top Workplace award by the Chicago Tribune for the past 10 years and Employee Recommended award by the Globe & Mail for the past 6 years.
• Competitive pay with discretionary or incentive bonus eligibility.
• Comprehensive benefits package, including medical, dental, vision, life insurance, 401(k) with generous company match, tuition reimbursement, and more.
• Family‑friendly work hours.
• Opportunities to grow and develop in your career with promotion from within culture.
• Entrepreneurial spirit encouraged for development and upward mobility.

Sales Enablement Associate

The Sales Enablement Associate is part of a three‑person Wintrust Wealth Management team and reports to the Sales Enablement Manager. The role focuses on driving social media presence for both Wintrust Wealth Management and Wintrust Investments and leading effective adoption of social media by front‑line employees.

Responsibilities

• Support the Sales Enablement Manager in driving social media presence and adoption.
• Assist in creating all new content, collaborating with front‑line staff, managers, and CEOs to ensure quality of deliverables.
• Assist with departmental improvement and/or expansion projects.
• Fulfill field requests such as new or revised collateral, seminars and events, advertisements, mailings, and promotional item orders.
• Deliver timely and quality output for weekly and monthly publications, quarterly and annual events, and holiday gift order fulfillment.
• Manage relationships with third‑party suppliers of stationery, print materials, and promotional items.
• Ensure timely upkeep of departmental infrastructure, including intranet, public websites, and social media accounts, and manage collateral, shared network drive files, marketing supplies, and equipment.

Qualifications

• Three to five years of experience in sales enablement or a 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.

Personal Traits

• Self‑starter who works well independently and in teams.
• Highly organized, accountable, and detail oriented.
• Critical thinker who takes pride in their output.

Benefits

• Medical, dental, and vision insurance.
• 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.

Compensation

The estimated salary range for this role is $50,000 – $65,000, with eligibility to earn an annual bonus. Actual salaries may vary based on qualifications, skills, and experience.

Equal Opportunity Employer

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.

Wintrust may collect personal information from you in connection with the application process. Wintrust complies with the California Consumer Privacy Act of 2018, and its policy may be found here (click here for Equal Opportunities).