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 $45 billion in assets.
Duties and Responsibilities:

• Reports to the Head of Consultant relations and plays a key role in the firm's institutional distribution efforts, and the team's mission to broaden the firm's mindshare among the institutional consultant community.
• Maintains our presence on institutional consultant databases such as eVestment, InvestorForce, and proprietary databases.
• Ensures prompt, accurate completion of quarterly and monthly consultant Due Diligence Questionnaires (DDQs).
• Responds to Requests For Proposals (RFPs), placing the firm in the best possible competitive position.
• Responds promptly and accurately to information requests from consultants.
• Assists team members and designated Portfolio Managers with meeting preparation, materials and logistics, and participates in meetings, as needed.
• Guides, assists, and works alongside the more junior Consultant Relations Associate in the completion of all related tasks.
• Performs other tasks, as needed, to execute the firm's institutional distribution strategy.

Qualifications and Skills:

• Investment industry experience and conversational knowledge of equity and fixed income asset classes.
• Bachelor's degree preferred (preferably in Finance or related Business field).
• Experience working with institutional consultants highly desired.
• Familiarity and experience populating institutional databases such as eVestment/Omni, Investorforce.
• Highly proficient per Microsoft Office suite, especially Excel.
• Familiarity with Salesforce, Advent a plus.
• Familiarity and experience completing Due Diligence Questionnaires (DDQs) and Requests For Proposals (RFPs).
• Ability to work with, and draw information from, Portfolio Managers and other investment professionals.
• Detail-oriented; works quickly and accurately to meet deadlines.
• Can-do attitude; flexible and adaptable team player with a positive attitude.

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.