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Managing Director-1
| Company | Wintrust |
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| Location | Chicago, IL, USA |
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| Salary | $141000 – $190000 |
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| Type | Full-Time |
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| Degrees | Bachelor’s |
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| Experience Level | Senior, Expert or higher |
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Requirements
- Bachelor’s degree in Economics, Finance, or Business is required.
- Highly knowledgeable with investment strategies of all kinds
- Industry experience as part of an institutional investment management sales team
- Proficiency with Microsoft Office suite (Excel, Word, Outlook, PowerPoint, etc.), Salesforce, and Advent preferred
- Excellent verbal and written communication skills.
- Self-starter with entrepreneurial spirit
- Proven team player
Responsibilities
- Focus on initiating and coordinating GLA contact with Staff, Consultants, and other referral sources in broader institutional pension fund, consulting, and corporate fund arena to drive AUM growth across firm-wide investment strategies.
- Attain sales goals through coordinated and efficient activity, maintaining a sufficient pipeline of new and existing opportunities, and moving those opportunities forward to close business.
- Act as main Relationship Manager with new and existing client base and be a proponent of the “high touch” GLA client model.
- Focus on new business development through prospects and their consultants
- Maintain assigned client relationships and drive high visibility and communication with clients and their consultants
- Cross-sell additional strategies
- Document all activity within the Salesforce CRM system.
Preferred Qualifications
- Advanced degree and/or CFA encouraged
