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.

Why join us?

• An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 9 years) and Employee Recommended award by the Globe & Mail (past 6 years)

• Competitive pay and annual discretionary bonus eligible

• Comprehensive benefit package including medical, dental, vision, life, a 401k plan with a generous company match and tuition reimbursement to name a few

• Family-friendly work hours

• With 175+ community bank locations, we offer opportunities to grow and develop in your career

• Promote from within culture

Position Overview:

A Wintrust Investments (WTI) Sales Analyst is responsible for supporting the Sales Management team by enhancing the overall efficiency of sales operations and managing certain administrative tasks. Within our fast-paced growth environment, this position is key in ensuring that the Sales Management functions run smoothly by providing critical insight, operational, and logistical support. The successful candidate will be ethical, disciplined, accountable, highly organized, have excellent communication skills, to include critical listening, and be an adept problem-solver.

The role involves a range of responsibilities, including:

• Data Management: Using available resources, update and maintain Sales Management databases and CRM systems.

• Reporting: Both on a periodic and ad hoc basis, preparing high-quality and insightful sales reports, presentations, dashboards.

• Project Management: Leading specific projects or initiatives aimed at improving overall sales performance, the effectiveness of Sales Management, the sales management process, and the client experience.

• Coordination: Organizing sales meetings and events.

• Customer Relationship Management: Maintaining strong relationships with the Sales Management team, Financial Advisors, Financial Associates, and critical partners and stakeholders.

• Administrative Support: Providing seamless administrative assistance (preparing expense reports and making travel arrangements), as needed, to the Sales Management team.

Qualifications:

• A bachelor’s degree in business administration, finance, marketing, or a related field.

• Previous experience in a sales support role or administrative position is advantageous.

• Previous experience in an investment-related field, finance, or banking is preferred.

• Proficiency with Microsoft Suite to include Excel (and CSV files), Outlook, PowerPoint, and SharePoint; Power BI; Salesforce.

• Excellent verbal and written communication skills,

• Strong organizational skills, and the ability to multitask and prioritize effectively are essential.

• Familiarity with LPL and/or ClientWorks is helpful

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 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.

#LI-ONSITE

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.