SVP, Team Lead Middle Office Services (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, 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 11 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
Position Overview:
The Middle Office Services Team Lead supports the front office (Trust Administration) through processing transactions (bill pay); critical changes within accounts and WPT staff; set up of new accounts; asset transfers; data reporting and business controls administration.
What you'll do:
Responsibilities include but are not limited to the following:
Provide support to Trust Administration
Oversee Fiduciary Business Controls
Identifying opportunities to improve efficiency within various processes/workflows.
Collaborating with other members of the cross-functional Community of Practice and Innovation to improve execution processes
Developing process for dropping monthly statements into Black Diamond
Identifying opportunities for improvement within system applications and coordinating with vendors.
Implement quality control testing for consistent and accurate coding, including the accuracy of fees charged vs fee schedule and/or discount agreements
Reporting testing results and trend analysis directly to the CEO, WPT Compliance, and Administrative Team Leads together with suggested training and other measures to improve results; identifying issues and root causes; working with frontline teams to develop a plan to resolve and remediate issues and monitoring progress on a timely basis
Special projects as assigned
Qualifications:
Bachelor's degree, ideally in Finance, Economics, or a related field
5+ years in leading a team and creating efficiencies within a Trust department/company
10+ years of experience in Trust operations
Experience with the following systems: Microsoft Office Suite and TrustDesk
Ability to work within deadlines and prioritize projects
A self-motivated employee; an effective team player
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 $85,000 - 110,000, along with eligibility to earn an annual bonus. Actual salaries may vary based on several factors, such as a candidate's qualifications, skills, and experience.
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.
