WTI Sales Support Team Lead
Wintrust Financial Corporation(3 months ago)
About this role
The Wintrust Investments Sales Support Team Lead is a leadership role within Wintrust Wealth Management focused on overseeing the sales support function that serves Financial Associates. The position sits within the firm’s wealth management organization, supporting delivery of investment, trust, and asset management services to private clients, business owners, and institutions.
Required Skills
- Coaching
- Reporting
- Project Management
- Coordination
- Transition Management
- Sales Management
- Excel
- Power BI
- Salesforce
- Presentation Skills
+3 more
Qualifications
- Bachelor's Degree
- Series 7
- Series 65
- Series 63
- Series 66
- Series 24
- Series 9/10
About Wintrust Financial Corporation
wintrust.comWintrust is a financial services company that provides exceptional customer service, while giving back to the things that matter most to our area.
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