Director Strategic Client Development - Wealth Management at Wintrust Financial Corporation in Chicago, Illinois

Job Description:

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 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


• Promote from within culture

Why join this team?

• We offer advisors the best of both worlds-the technology, products, benefits, and business development opportunities of a large corporation as well as the supportive culture, reputation for personal service, and lasting client relationships of a boutique firm


• We hold ourselves to the highest standards of service and integrity in the industry


• We have a strong reputation for quality service and impeccable ethics

Responsibilities:

The Senior Client Development Director will work closely with internal partners such as private bankers, financial advisors, commercial bankers, and trust administrators to provide high-quality solutions to clients and construct customized business transitions and financial plans. He/she will be responsible for data collection and input, analyzing client data to understand current and long-term business and financial goals, and the ability to meet those goals, and developing customized solutions to assist clients in goal attainment through plan implementation and ongoing measurement.

• Meet with internal partners and clients to review client objectives and develop a dynamic financial plan to meet client goals


• Champion and advocate the firm’s portfolio solutions, thought leadership, client service standards and culture both internally and externally.


• Stay up to date on continuing trends in financial and estate planning.


• Work with client’s estate planning attorney to communicate goals and review draft documents.


• Develop detailed wealth transfer recommendations in alignment with client’s goals and consideration of client assets.


• Partner with internal Financial Planning group to field questions, develop strategy, and be the subject matter expert for tax and estate planning.


• Create thought leader content on timely tax and estate planning topics to be shared with clients and internal partners.


• Public speaking engagements conveying thought leadership on trust, estate and wealth management issues.

Requirements:

• JD or CPA

The estimated salary range for this role is $160k - $220k 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.

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.