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Wintrust Financial Corporation · 2 days ago

WTI Sales Support Team Lead

Greater Chicago Area

Full-time

Onsite

Mid, Senior Level

$50K/yr - $65K/yr

Wintrust Financial Corporation is a financial services company that has been serving the financial needs of private clients since 1931. The WTI Sales Support Team Lead role is essential in providing support, coaching, and career development to Financial Associates while ensuring effective 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 specific 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

Microsoft SuiteSalesforceSeries 7Series 65Project ManagementCoachingEffective CommunicationOrganizational Skills

Required

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

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

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