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 11 years) and Employee Recommended award by the Globe & Mail (past 6 years)

• Competitive pay and discretionary or incentive 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 200+ community bank locations, we offer opportunities to grow and develop in your career

• Promote from within culture

Position Overview:

The Senior Marketing Associate will be responsible for overseeing all aspects of the firm’s Requests for Proposals (RFPs), Due Diligence Questionnaires (DDQ’s), and maintaining consultant and third-party databases. This role is a critical part of the Marketing team and works closely with Sales, Investment, and Compliance teams to ensure timely and accurate delivery of high-quality materials that communicate the firm’s investment capabilities and value proposition.

What you’ll do:

• Manage the full process for completing RFPs, RFIs, and DDQs, ensuring timely and accurate submissions.

• Maintain and update centralized RFP content repository, ensuring accuracy, consistency, and relevance of written responses and compliance approved numerical/data templates.

• Collaborate with SMEs to update and refine standard responses, reviewing and updating on a quarterly cadence.

• Maintain and update content in consultant and third-party databases, ensuring information is current and consistent across platforms.

• Track and analyze RFP activity and success rates, identifying trends and opportunities for improvement.

• Ensure all responses comply with regulatory guidelines and internal review processes.

• Support ad hoc projects related to RFP procedures and initiatives.

Qualifications:

• Bachelor’s degree in marketing, communications, finance, or related field.

• 3-5 years of experience in a marketing, RFP, or database-focused role within the asset management or financial services industry.

• Strong attention to detail and project management skills.

• Excellent written and verbal communication skills.

• Ability to manage multiple projects and deadlines.

• Familiarity with investment concepts, strategies, and terminology preferred.

• Experience with RFP software and consultant databases a plus.

• Proficiency in Microsoft Office Suite.

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 $59, 000 - $77, 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.

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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.