Director Data

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.

• An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 12 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

The Director of Performance & Data is responsible for overseeing integrity, governance, analysis, and reporting on investment performance and portfolio data across the firm. This role serves as a key liaison between Investments, Client Service, Marketing, Compliance, Operations, Technology, and external data providers to ensure the accuracy, consistency, and timeliness of performance reporting and client-facing data. The Director will lead all aspects of GIPS compliance, performance measurement, attribution analysis, composite maintenance, database management, RFP/DDQ support, and data governance while driving continuous process improvement and operational scalability.

• Accountable for the firm's performance measurement, attribution, data and reporting functions.
• Lead the firm’s GIPS compliance program, including annual verification support, policy maintenance, interpretation of GIPS requirements, and ongoing compliance monitoring, while escalating matters and recommendations to the GIPS Committee for review and final determination.
• Manage composite construction, maintenance, monitoring, and review processes.
• Ensure the accuracy, completeness, and integrity of portfolio, benchmark, and performance data across all systems.
• Direct daily, monthly, quarterly, and annual performance monitoring and validation activities.
• Oversee data governance frameworks, controls, and quality assurance processes.
• Manage investment performance databases and relationships with third‑party vendors and data providers, including Bloomberg, Fact Set, Morningstar, eVestment, and other relevant sources
• Provide performance and portfolio data support for marketing collateral, RFPs, DDQs, consultant databases, and client reporting.
• Partner with investment, sales/distribution, and product teams to analyze and explain performance drivers through attribution and risk analysis.
• Support investment, product, and sales teams by providing investment analytics, portfolio characteristics, risk metrics, peer analysis, and other data‑driven insights.
• Develop and maintain policies, procedures, and controls related to performance measurement and reporting.
• Lead root‑cause analysis and resolution of performance, benchmark, and data discrepancies.
• Ensure consistency of investment statistics and performance information across all internal and external communications.
• Support new product launches, strategy development, and onboarding of new mandates into performance systems.
• Chair the GIPS Committee
• Partner with…