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 is a financial holding company with approximately $50 billion in assets under management and traded on the NASDAQ: WTFC. Built on the "HAVE IT ALL" model, Wintrust offers sophisticated technology and resources of a large bank while focusing on providing service-based community banking to each and every customer. Wintrust operates fifteen community bank subsidiaries with over 170 banking locations in the greater Chicago and southern Wisconsin market areas. Additionally, Wintrust operates various non-bank business units, including commercial and life insurance premium financing, short-term accounts receivable financing, out-sourced administrative services, mortgage origination and purchase, wealth management services, and qualified intermediary services for tax-deferred exchanges.

Why join us?

• An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 8 years) and Employee Recommended award by the Globe & Mail (past 6 years)    


• Competitive pay and discretionary or incentive bonus eligible


• Comprehensive benefits 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

Why join this team? 

• Strong track record of valuing and investing in existing talent by providing opportunities for growth and advancement


• We hold ourselves accountable to high standards, share wins, and operate ethically


• We are a growing team with a fast-paced, collaborative, team-centric, positive culture

What You'll Do

• Represent the bank in contacts with customers, attorneys, beneficiaries and other related parties


• Administer assigned personal accounts; study and analyze the trust instruments; determines and adhere to the responsibilities, duties, and terms of the governing trust document; monitor account activity ensuring compliance with established policies, procedures, rules, and regulations


• Contact, correspond, advise, and resolve complicated problems with clients, beneficiaries, portfolio managers, attorneys, CPAs, and other professionals in the course of an administration of accounts


• Develop new business; consult with others and refer other officers to new business prospects


• Obtain appropriate documentation on accounts; authorizes payments from accounts, considers tax liabilities, and recommends/approves discretionary payments in accordance with bank policies


• Represent the bank in business related activities including professional organizations, conferences, and seminars, and in other similar situations


• Represent the company as trustee with irrevocable and revocable trusts from reviewing documents, accepting a fiduciary role, communicating with beneficiaries, collecting assets, cost and tax information, proper ongoing administration and final distribution


• Locate tax returns and financial records for final tax returns and coordinate preparation and filing


• Open and coordinate investment role with investment management accounts for personal and individual retirement account assets


• Collect assets with cost basis and acquisition dates and in coordination with the portfolio manager, review with clients any special investment requirements and investment objectives


• Contact clients with required minimum distributions from IRAs and coordinate proper distributions from IRAs


• Open, collect assets, and tax information for custody accounts.  Review advantages of managed accounts and attempt to upgrade fee level.  Transfer cash and assets as requested


• Develop and maintain relationships with area lawyers, accountants, and centers of influence for business referrals


• Work closely with Wintrust Private Client Services, WTI financial advisors and Bank staff in cross selling to all trust and investment clients


• Retain existing client base and generate new revenue for the trust company


• Monitor files for compliance with TCTC policies and procedures


• Facilitate cash and asset distributions as appropriate Maintain files, supplies, and marketing material at all locations


• Perform and maintain annual account reviews of all accounts and coordinate with portfolio managers when needed

Qualifications

• Bachelor’s degree required;


• Minimum 5 years of experience.


• Exceptional verbal and written communication skills.


• Highly proficient per Microsoft Office Suite (Word, Outlook, Excel, etc.)

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

E.O.E

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.