Wealth Management Sales Enablement Associate

About the role

The Sales Enablement Associate is part of a three-person Wintrust Wealth Management team. The position reports to the Sales Enablement Manager. The Sales Enablement Associate Role Is To Support the Sales Enablement Manager in driving social media presence for both Wintrust Wealth Management and Wintrust Investments and lead effective adoption of social media by front-line employees.

Responsibilities

• Support the Sales Enablement Manager in driving social media presence for both Wintrust Wealth Management and Wintrust Investments and lead effective adoption of social media by front-line employees.
• Aid in the creation of all new content, collaborating with front-line, front-line managers, and CEOs to ensure quality of deliverables.
• Assist with departmental improvement and/or expansion projects.
• Deliver timely and quality fulfillment of all field requests such as for new or revised collateral, seminars and events, advertisements, mailings, and promotional item orders.
• Deliver timely and quality delivery of all regularly scheduled output such as weekly and monthly publications, quarterly and annual events, holiday gift order fulfillment.
• Manage relationships with third-party suppliers of stationery, print materials, and promotional items.
• Ensure timely and quality upkeep of departmental infrastructure including the firm’s intranet, public websites, and social media accounts, all collateral, shared network drive files, marketing supplies (promotional items, paper, binding materials, folders, brochures), and equipment (printer, computer, and binding machine).

Requirements

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

Qualifications

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

Skills

• Strong communication and interpersonal skills.
• Ability to manage multiple tasks and priorities.
• Experience with social media platforms and content creation.
• Excellent organizational and project management skills.

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

Pay

The estimated salary range for this role is $50,000 - $65,000, 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.

Schedule

Family-friendly work hours.