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Wintrust Financial Corporation · 2 months ago

WTI Sales Support Team Lead

Chicago, IL

Full-time

Onsite

Mid, Senior Level

$50K/yr - $65K/yr

Wintrust Financial Corporation is a financial services company that has been serving clients since 1931. They are seeking a Sales Support Team Lead to provide coaching and support to Financial Associates, prepare sales reports, manage projects, and coordinate sales meetings, all aimed at enhancing sales performance and client experience.

Financial ServicesWealth Management

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

Qualification

Sales support experienceMicrosoft Suite proficiencySeries 7 certificationProject managementEffective communicationCoaching skillsMultitaskingOrganizational skillsProblem-solving

Required

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

Preferred

Series 24 or 9/10 preferred

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

Company

Wintrust Financial Corporation

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Wintrust Financial Corporation delivers sophisticated financial capabilities with a community bank personality across its businesses in banking, specialty finance, and wealth management.

Founded in 1995