Regional Manager

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 $66 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 200+ community bank locations, we offer opportunities to grow and develop in your career

• Promote from within culture

What you’ll do:

• Direct supervisory responsibility of Financial Advisors and Senior Administrative Associates in the Northern territory of Wintrust Investments.

• Responsible for providing Financial Advisors timely, candid and constructive performance feedback.

• Developing Financial Advisors to their fullest potential and provide challenging opportunities that enhance the employee’s career growth.

• Developing the appropriate talent pool to ensure adequate bench strength and succession planning.

• Participate in recruiting efforts in respective region and for any area of needs within Wintrust Investments.

• Special projects assigned by Managing Director or Chief Executive Officer.

• Represent Wintrust Investments within assigned Charter Banks of Wintrust Financial to position the benefits of working closely with the Financial Advisors in those markets.

• Maintains a high level of knowledge about investments; functions as a product menu expert for the assigned area in order to educate staff to fully utilize all product offerings to best support the sales strategy and needs of the client.

Qualifications:

• Bachelor’s degree.

• Series 24, 7, 65 (or 63 and 66) required. Series 9/10 can be substituted for Series 24.

• Five or more years of investment experience

• Two or more years of management experience

• Proficient leadership and interpersonal skills

• Effective presentation, verbal and written communication skills

• Highly proficient in Microsoft Office suite (Excel, Word, Outlook, PowerPoint, etc.).

• Knowledge of LPL Financial platform preferred.

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 $90k - $114k along with eligibility to earn variable compensation plus 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 build a company that reflects the communities we serve, we believe that fostering a unique and inclusive workplace where everyone feels valued and empowered to succeed will support our ongoing success.  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, sex, age, national origin, disability, veteran status, genetic information, and other legally protected categories.