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Job description
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 12 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:
Point of escalation for day-to-day operational issues or concerns, escalat critical issues, facilitate timely resolution with available resources
Lead the Institutional, intermediary and sub-advisory operations (separately managed accounts, commingled funds, collective investment trusts, ETFs, etc.)
Ensure appropriate daily coverage of critical functions as well as to monitor/maintain core systems
Coordinate and ensure team meets deadlines on periodic deliverables and hold them accountable
Ensure proper cross-training across operational functions
Ensure policies/procedures and/or checklists are created, approved and maintained for all critical functions and sub-functions or periodic deliverables
Maintenance of all aspects of portfolio accounting system (APX/Advent) including daily reconciliation, trade affirmation/settlement, security setup, pricing/account valuation, corporate actions, system automation, data workflow/custom reporting
Assist in supporting the Head of Performance & Data with GIPS compliant composites; provide support for periodic production of portfolio/composite performance data and portfolio risk statistics (performance attribution, etc.)
Work closely with various internal groups to improve operational efficiencies and proactively identify procedural, technical and data/reporting issues
Monitor reports to identify data quality issues and coordinate resolutions
Resolve client account reconciliation issues that may occur between portfolio accounting system and various third-party client custodians
Open/close client accounts and complete ongoing account changes
Prepare monthly/quarterly client reports and seek ways to improve process
Qualifications:
Bachelor's Degree required, ideally in Finance, Economics, or a related field. 10-12+ years of experience in Investment Management Operations or related field. Highly proficient in Microsoft Office Suite (Outlook, Excel, Word, PowerPoint). Ability to work within deadlines and prioritize projects. A self-motivated employee and an effective team player. Exceptional verbal and written communication skills. Experience working with investment operational applications -- investment accounting, reconciliation, and performance analytics systems, Advent preferred Demonstrated understanding of complex investment and portfolio management products including alternative investments a definite plus.
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 $98,000 -132,000, along with eligibility to earn an annual bonus.
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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. Wintrust provides community and commercial banking, specialty finance and wealth management services, delivering the sophisticated solutions of a large bank through a relationship-focused approach built from our community banking roots. Wintrust may collect personal information from you in connection with the application process. Wintrust complies with the California Consumer Privacy Act of 2018, and its policy may be found here Click here for Equal Opportunities.
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Worksite address
stamford, CT, 06925, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.