Wintrust Financial Corporation

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Managing Director of Institutional Sales (Education)



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, The Chicago Trust Company N.A., 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 $50 billion in assets.

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 five companies, Wintrust Investments LLC, The Chicago Trust Company N.A., Great Lakes Advisors LLC, The Chicago Deferred Exchange Company LLC, and Wintrust Private Client, 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 $45 billion in assets.

Great Lakes Advisors was founded in 1981 with the strong client focus we still have today. Headquartered in Chicago with additional offices in Tampa, Florida and Stamford, Connecticut.  GLA has $17.6 Billion in AUM/AUA as of June 30, 2024 and offers a wide range of actively managed equity, fixed income, and multi-asset strategies. In addition, we provide customized solutions through principle-based screening, positive values-based portfolio tilts, ESG integration, and tax-managed capabilities. We take pride in being a collaborative partner, working to align our investing capabilities with our clients' values.

Job Description:

Great Lakes Advisors is seeking a Managing Director, Institutional Sales & Client Service to focus on Institutional Clients and Consultants.

Core Responsibilities:

  • Focus on initiating and coordinating GLA contact with ‘Centers of Influence' (COI), specifically Trustees, 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.

Basic Skills and Requirements:

  • Bachelor's degree in Economics, Finance, or Business is required.  Advanced degree and/or CFA encouraged
  • 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
     

Great Lakes Advisors offers a competitive compensation and comprehensive benefits package which includes: medical, dental, vision, 401(K), and paid time off. EOE.

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, citizenship status, 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.

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.

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