WWM Sales Enablement Assistant

Wintrust Financial Corporation; Chicago (IL); On-site; USD 28,000 - 36,000; Full time

Benefits offered by this job

Medical Insurance

Dental

Vision

Life insurance

Disability Insurance (short & long)

Parental Leave

Employee Assistance Program (EAP)

401(k) with company match

Flexible Spending Account (FSA)

Employee Stock Purchase Plan

Critical Illness Insurance

Accident Insurance

Transit Benefits

Banking Benefits

Pet Insurance Compensation

Job summary

Wintrust Wealth Management is seeking a Sales Enablement Assistant to support the department with templates, collateral design, and event/program logistics. You will collaborate closely with the Sales Enablement Manager and team to ensure accurate, timely materials for front-line staff and clients.

The role includes printing, binding, inventory, and onboarding support, with opportunities to grow marketing skills using Adobe Photoshop, InDesign, and graphic design tools.

Qualifications

• 0-3 years of related experience.
• High School degree or equivalent.
• Basic understanding of Adobe Creative Suite.
• InDesign program and MS Office PowerPoint and Word.
• Familiar with both Microsoft Windows and Apple operating systems.

Responsibilities

• Update InDesign and PowerPoint templates with latest content.
• Assist in the design and production of new content with Sales Enablement team.
• Assist in executing the holiday gift program for clients.
• Assist in onboarding frontline employees and website maintenance.
• Fulfill all document printing and binding requests.
• Manage promotional item orders, inventory, and invoice processing.
• Maintain department intranet sites, shared drives, and records.

Education

High School diploma or equivalent

Tools

Adobe Creative Suite

InDesign

MS Office (PowerPoint, Word)

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 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.

The Sales Enablement Assistant’s duties include maintaining department files, inventory, and equipment, updating collateral templates, handling promotional items, printing and binding collateral, and assisting with the holiday gift program. He/she will work in close coordination with the Sales Enablement Manager and the department head, relying on their direction for daily priorities. Regular interaction or input from supervisor(s) will be required.

What You'll Do

• Update InDesign and PowerPoint templates for both regularly scheduled publications and front-line employee requests with latest content provided by Sales Enablement team and front-line staff.
• Assist in the design of layout and production of all new content, collaborating with Sales Enablement team members.
• Assist in executing all aspects of a holiday gift program for Wintrust Wealth Management clients.
• Assist in new front-line employee onboarding and website maintenance.
• Fulfill all document printing and binding requests.
• Manage promotional item orders, inventory, and invoice processing.
• Maintain department intranet sites, shared drive folders, and lists of record.
• Improve consistency in quality of output and input by taking ownership of all work created and/or shared.
• Continue improving ability to assume greater responsibilities.
• Expand marketing abilities and skills with Adobe Photoshop, InDesign and graphic design.

Qualifications

• 0-3 years of related experience
• High School degree or equivalent
• Basic understanding of Adobe Creative Suite
• InDesign program and MS Office PowerPoint and Word.
• Familiar with both Microsoft Windows and Apple operating systems.

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 Compensation

The estimated hourly rate for this role is $20.19 - $26.44, 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.

Wintrust provides community and commercial banking, specialty finance and wealth management services, delivering the sophisticated solutions of a large bank through a relationship-focused approach built from our community banking roots.

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.