Client Portfolio Manager

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 Client Portfolio Manager will work closely with internal partners such as private bankers, financial advisors and trust administrators to provide high quality solutions to clients and to construct, manage, monitor and maintain client portfolios. He/she will be responsible for managing investment portfolios that are properly aligned with the client’s investment objectives.

What you’ll do:

• Manage the investment component of private client and trust portfolios.

• Input client information into eMoney software to create and deliver financial plans.

• Work as Client Portfolio Manager for both Wintrust Private Client and The Wintrust Private Trust Company

• Meet with internal partners and clients to review client objectives and deploy appropriate portfolio management strategies specific to client goals, risk tolerances and time horizon.

• Understand and articulate the firm’s Multi-Asset Strategies centralized investment approach, asset allocation, investment process, and portfolio construction methodology.

• Understand the firm’s order management system (OMS) in executing security transactions, conducting portfolio rebalancing, generating performance reporting materials and maintaining clients’ records, documents, etc. pertaining to the management of client portfolios.

• Actively participate in and contribute to the firm’s research, analysis, Asset Allocation and Manager Review Committees.

• Adhere closely to the firm’s investment policy guidelines, asset allocation models, and approved securities lists.

• Understand and follow the firm’s Compliance guidelines in all aspects of conduct in the Client Portfolio Manager role.

• Champion and advocate the firm’s portfolio solutions, thought leadership, client service standards and culture both internally and externally.

• Willingness to learn our financial software.

• Delivering a comprehensive plan/service to the client.

Qualifications:

• Bachelor’s Degree from an accredited college or university required.

• CFA/CFP designation a plus

• 1-5 years industry experience (investments experience highly desirable).

• Demonstrated experience with High Net Worth and Family Office clients and appropriate investment strategies including alternative investments.

• Strong personal and professional references.

• Excellent written and verbal communication skills.

• Client first attitude, professional demeanor, high level of personal integrity and an understanding of fiduciary responsibility.

• Ability to multi-task and manage time effectively.

• Self-motivated, confident, detail oriented and analytical.

• Effective and impressive in client interfacing.

• Demonstrated knowledge and understanding of various and current securities markets, both domestic and global, various investment approaches and themes, and different types of investment products.

• Team player mentality and attitude of accountability.

• Possesses situational awareness.

• Passionate about the markets.

Benefits:

Medical Insurance • Dental • Vision • Life insurance • Accidental death and dismemberment • Short-term and long term Disability Insurance • Parental Leave • Employee Assistance Program (EAP)