Director Client Services (Sales)
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 10 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
Job Description Summary
The Director of Client Service is responsible for leading the high-performing client service team responsible for delivering an exceptional service experience for Institutional, Sub-Advisory, and Intermediary clients. This individual plays a critical role in developing and implementing efficient internal procedures that optimize service delivery and client retention, and in building and strengthening long-term client relationships that support business growth. The ideal candidate is a self-starter, strategic thinker, and excellent communicator who thrives in a fast paced, client-first environment.
What You Will Do:
LMA – lead, manage, and hold accountable the client service team, including hiring, training, and performance management.
Work with MD to develop and implement client service initiatives that align with company goals.
Develop and manage departmental procedures/how to documents to set service standards and ensure fulfillment by team (including internal and external (client & consultant) requests, account onboarding and departure, client record retention, reporting, billing, etc.), evaluating and updating regularly to enhance the client experience and improve the team's efficiency.
Collaborate with sales, marketing, operations, and investment teams to align client needs with solutions.
Oversee Salesforce CRM administration regarding client contact information, reporting, maintenance, and training.
Directly interface with clients, consultants, and new business prospects, acting as the primary escalation point for high-value clients and complex issues.
Address escalations from CS DL.
Advocate for client needs in internal discussions.
Support and contribute to RFPs, due diligence meetings, and client reviews when necessary.
Formulate a structure that supports cross-training, fosters a team-oriented atmosphere, and creates an evolutionary career path for members.
Qualifications:
Bachelors degree preferred
4 years finance client service
Proficient in Microsoft products, Seismic, Salesforce and/or comparable portfolio management planning and other wealth management, advice tools.
Strong communication skills, attention to detail, excellent follow-through, and a strong commitment to upholding a sound environment.
Excellent project management and cross-functional collaboration skills
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
Compensation:
The estimated salary range for this role is $85,000 to $115,000 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.
#LI-HYBRID
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.
