WTI Support Team Specialist

Wintrust Wealth Management serves the financial needs of private clients, including high net worth individuals, business owners, and institutions. Since its founding in 1931, it has helped clients meet their increasingly complex financial goals with the highest standards of service and integrity. Through its four companies—Wintrust Investments LLC, Wintrust Private Trust, Great Lakes Advisors LLC, and The Chicago Deferred Exchange Company LLC—Wintrust Wealth Management offers 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.

• Strong project management skills.
• Time management and organizational skills.
• Understanding of the financial markets, including knowledge of investment products.
• Manage large amounts of incoming calls and requests.
• Identify and assess the needs of the caller to achieve satisfaction.
• Build sustainable relationships and trust with sales professionals through open and interactive communication.
• Provide accurate and complete information by using technology tools and established processes.
• Multitask by handling multiple requests concurrently.
• Participate in the onboarding of new sales professionals by providing on‑site support, scheduling, managing, and preparing for client onboarding.
• Provide training to sales professionals on desktop technology and operational processes.
• Go the extra mile to follow up on inquiries from sales professionals to ensure the end solution was met.

• Bachelor’s degree in Business, Finance, or Economics; FINRA Series 7 and Series 66 required; insurance license desired.
• Proven superior verbal and written communication skills.
• Previous experience in an investment‑related field, finance, or banking preferred.
• Highly proficient in Microsoft Office Suite (Outlook, Excel, Word, etc.).

• 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

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.

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.