Wintrust Financial Corporation
Director of National Accounts & Portfolio Specialist (Finance)
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, we offer comprehensive wealth management solutions, including investments, trust, asset management, and 1031 exchange services. Wintrust Wealth Management is a division of Wintrust, a financial services company with more than $45 billion in assets.
About Great Lakes Advisors
Great Lakes Advisors was founded in 1981 with the strong client focus we still have today. Headquartered in Chicago with an additional office in Tampa, Florida, GLA has $11.2 Billion in AUM/AUA as of December 31, 2021 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.
Great Lakes Advisors is a wholly-owned subsidiary of Wintrust Financial Corporation. Wintrust Financial Corporation (WTFC) is a $45 billion diversified financial services firm in Rosemont, IL
Summary:
We are looking for an experienced National Accounts Manager/Portfolio Specialist to join our team. A primary responsibility of the candidate will be sourcing new platform relationships for the firm and acting as the main point person for GLA with the platform's home office to maintain these relationships. In addition, the role will include Portfolio Specialist responsibilities as we need this role to be the main liaison between our Disciplined Equity Investment Team and our Sales Teams. The candidate should have a strong understanding of investment strategy positioning and possess the organizational skills needed to organize and analyze performance metrics from our investment teams and deliver this to our sales teams, prospects, and clients. Additionally, the candidate should be an excellent and trusted teammate in our fast-paced and collaborative environment.
Primary Responsibilities:
We provide an engaging, dynamic work environment and an excellent compensation package which includes 401k, an employee stock purchase plan, medical/dental insurance, life insurance, and more!
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. We request applicants refrain from disclosing current or historical compensation information during the recruitment process; any disclosed detail will not be taken into account as applicants are considered for employment.
Please forward cover letter and resume to Tom Erdmier at terdmier@greatlakesadvisors.com . No recruiters please.