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 $62 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 175+ community bank locations, we offer opportunities to grow and develop in your career
Promote from within culture
Why join this team?
We have a culture that encourages an entrepreneurial spirit
We offer multiple opportunities for development and upward mobility
What You’ll Do
Provide operational leadership and work with management to establish strategic planning/long-range goals/policies.
Oversee Operations team including all aspects of the portfolio accounting system (APX / Advent) including daily reconciliation, trade affirmation/settlement, security set-up, pricing/account valuation, corporate actions, system automation, data workflow/custom reporting (SSRS).
Support development of long-term priorities and operational efficiencies; work with management to develop/communicate position on long-term strategic issues.
Develop insights about key industry trends (technology/competitive analysis/consumers) and debrief organization on strategic implications.
Resolve escalated account issues that may occur between portfolio accounting system and various third party client custodians.
Work closely with various internal groups to improve operational efficiencies and proactively identify procedural, technical and data/reporting issues; drive best practice adherence by those internal groups.
Support core functions including compliance/finance/research/portfolio management, as needed.
Assist in maintaining GIPS compliant composites; provide support for periodic production of portfolio/composite performance data.
Ensure broader firm integration and effective cross-functional collaboration
Proactive operational coordinator and communicator relating to:
Workflow changes
System updates
Operational milestones
Lead, manage, and hold accountable team members responsible for:
Closed Period Deliverables
New Client Onboarding/Offboarding across all channels
Trade Settlement
Periodic Performance
Company Metric Report Generation
Cash Flow and Account Maintenance Item Processing
Periodic Reporting and Client Fee Billing
Batch Processing
Data Quality and Automation Requirements
Implement and coordinate systems, policies, and procedures.
Coordinate and hold primary IT vendors to SLAs and optimize service delivery across platform mitigating execution risks affecting BAU environment.
Identify problematic areas within the platform and recommend solutions.
Oversee onboarding of new team employees and ensure appropriate training, as well as, fostering opportunities to acclimate to technology, business and company culture.
Participate in various committees to lend experience in a collaborative setting with colleagues to mitigate risk and improve processes and procedures.
Develop working knowledge of operational systems, in conjunction with GLA’s business and act as resource for team and broader organization.
Lead implementation strategy of operational transition plans related to acquisitions or alternative vendor solutions.
Oversee the group’s project list ensuring team is resourced as needed, status communicated to manager and /or stakeholder and goals met.
Knowledge/Skills/Background/Experience
Bachelor's degree and prior operations/leadership experience required.
Proficiency/mastery in Microsoft Office (Excel, Word, PowerPoint, Access, Outlook).
Systems Experience Desired: SS&C Advent Suite of Applications: APX, Genesis, Moxy, Portia, Bloomberg, Factset, Morningstar.
CIPM Certification or firm grasp of performance measurement concepts (GIPS experience a plus).
Excellent understanding of operational trade order flow and reconciliation.
Unquestionable integrity/professionalism.
Culturally able to work in collegial environment.
Comfortable with shared decision-making processes/collaborative approach.
Able to serve as a resource to colleagues to motivate them, enhance their career and work more effectively to serve clients and grow the firm; exceptional critical thinking/project management/analytical skills.
Developed sense of how businesses create value and orientation to creating value through commercial/operational excellence.
Strong organizational skills.
Flexible enough to promote change, yet disciplined enough to develop/implement best practices.
Superior written/verbal/and interpersonal communication/presentation skills and able to clearly articulate/execute strategic initiatives.
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
The estimated salary range for this role is $117,000 - $158,000, 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 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.
