Relationship Manager, VP (Finance)
Wintrust is a financial holding company with approximately $62 billion in assets whose common stock is traded on the NASDAQ Global Select Market. Guided by its “Different Approach, Better Results” philosophy, Wintrust offers the sophisticated resources of a large bank while providing a community banking experience to each customer. Wintrust operates more than 200 retail banking locations through 16 community bank subsidiaries in the greater Chicago, southern Wisconsin, west Michigan, northwest Indiana, and southwest Florida market areas. In addition, Wintrust operates various non-bank business units, providing residential mortgage origination, wealth management, commercial and life insurance premium financing, short-term accounts receivable financing/outsourced administrative services to the temporary staffing services industry, and qualified intermediary services for tax-deferred exchanges. Our unique business model is a competitive strength and value driver, powered by our talented colleagues who put our customers first and achieve better results for our clients.
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 annual discretionary 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
Promote from within culture
The Relationship Manager, VP provides client relationship management services for new and prospective clients for Wintrust Financial Markets and Funds Group. In this role, you will work closely with sales, client services, and treasury management, ensuring all requirements are met in the client onboarding process. The ideal candidate will have a deep understanding of the alternative fund industry.
What You'll Do
Act as the liaison for the sales and onboarding teams to obtain requirements for account opening and questionnaire review
Work with prospective and existing clients to obtain all required supporting documents needed for onboarding
Serve as the escalation point of contact for clients, understanding their objectives and proactively addressing their needs
Assist treasury management product partner by processing wires and pulling various due diligence reports
Attend annual review calls with fund admins and management companies in which we serve
Ensure all client interactions and transactions comply with relevant regulations and industry standards
Display a high level of interpersonal skills, demonstrating poise, tact, and diplomacy at all times
Special projects as assigned
Qualifications
Bachelor's degree preferred
Minimum 7 years' client service and administrative support experience within the alternative fund industry On-boarding experience (asset managers, hedge funds, or other client types)
High degree of discretion when handling sensitive and confidential information
Strong analytical, organizational, and time management skills
Exceptional verbal and written communication skills
Proficient in Microsoft Office including Word, Excel, and Outlook; prior experience with FIS a plus
Knowledge of banking concepts, practices, and procedures especially as it relates to commercial banking
Must be flexible and willing to accommodate the client and team needs
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
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.
