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, The Chicago Trust Company N.A., 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 $50 billion in assets.

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, we offer comprehensive wealth management solutions, including investments, trust, asset management, and 1031 exchange services. Wintrust Wealth Management is a division of Wintrust, a financial services company with more than $45 billion in assets.

Why join us?

• An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 8 years) and Employee Recommended award by the Globe & Mail (past 6 years)
• Competitive pay and discretionary or incentive bonus eligible
• Comprehensive benefits 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
• Promote from within culture

Why join this team?

• We are a growing team with a fast-paced, collaborative, team-centric, positive culture
• We hold ourselves to the highest standard of service and integrity in the industry
• We have a strong reputation for quality service and impeccable ethics
• Strong track record of valuing and investing in existing talent by providing opportunities for growth and advancement

What you will do:

The Marketing Associate is part of the three-person Wintrust Wealth Management Marketing Department and reports to the Director of Strategy and Marketing. This role involves frequent interaction with the firm’s sales force including Financial Advisors, Trust Officers, Portfolio Managers, Private Bankers, and 1031 Exchange Specialists so a service mindset is very important. The Marketing Associate’s responsibilities are to:

• Fulfill all approved field requests in a high quality and timely manner, including personalization, printing and/or delivery of marketing collateral, mailings, presentations, newsletters, list pulls, signage, and digital postings
• Execute the production, approval and mailing process for letters, postcards and seminar/event invitations through interaction with sales teams and internal/external partners and proofread all outgoing materials
• Help organize and update the marketing team’s source data, including photos, signatures, logos and location/coverage data for our salesforce
• Help maintain departmental infrastructure including the firm’s intranet and public websites, shared network drive files, marketing supplies (promotional items, paper, binding materials folders, brochures), and equipment (printer, computer, and binding machine) placing service calls as-needed
• Lead or assist with departmental projects and initiatives with varying degrees of visibility and responsibility

Qualifications

• Undergraduate degree and/or commensurate experience in administrative assistant or client service roles
• Proficiency with Adobe Creative Suite, SharePoint, and Microsoft Office Suite
• Highly organized, accountable, conscientious, and a team player with an attention to detail
• Strong client service skills
• Editing and proofreading experience preferable

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

E.O.E

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 be Chicago’s Bank® and Wisconsin's Bank®, we need to reflect that diversity both in all the communities we serve, the people we employ, the organizations we work with, and our banking and lending practices. 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, national origin, sex, sexual orientation, gender identity and expressions, genetic information, marital status, age, disability, or status as a covered veteran or any other characteristic protected by law.