Wintrust Financial Corporation · 9 hours ago
Relationship Manager
United States
Full-time
Remote
Senior Level, Lead/Staff
$75K/yr - $90K/yr
10+ years expWintrust Financial Corporation is a financial services company with more than $66 billion in assets. The SVP Relationship Manager – Program Business is responsible for driving new program business opportunities and cultivating strategic partnerships with insuretech partners, focusing on client engagement and satisfaction.
Financial ServicesWealth Management
Responsibilities
Establish new program business opportunities (Carriers, MGA’s, Program Managers, RRG’s, trade association members, aggregators) through cold calling, investigating leads, prospecting, and closing sales. Collaborate with Relationship Managers by referring agency leads and receiving program business and insuretech leads
Build and foster relationships with existing clients, proactively identifying issues and ways to grow loan volume and maximize profitability. Analyze production reports to identify problem areas and target programs for increased sales opportunities. Work with internal teams to provide assistance where needed, and drive positive client behavior regarding efficiency and program profitability
Attend industry trade shows and conferences to source new program business and insuretech leads. Travel to prospect/client headquarters to close deals and strengthen relationships. Other travel and meetings as directed by EVP
Implement new lead generation strategies for program business. Work closely with EVP and Division Presidents to build and maintain a robust pipeline of qualified prospects
Provide market feedback to operations teams to strengthen FIRST’s product and tech offerings for program business
Efficient use of travel and entertainment budget and timely submittal of expense reports. Establish and maintain CRM system and communicate activity on a regular basis to management as directed
Qualification
Required
10 years of experience in insurance industry
Prior experience managing large national programs
Financial acumen and knowledge
Bachelor's degree
Travel required
Preferred
C-Suite level negotiation experience
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
Company
Wintrust Financial Corporation
Wintrust Financial Corporation delivers sophisticated financial capabilities with a community bank personality across its businesses in banking, specialty finance, and wealth management.
5001-10000 employees
Funding
Current Stage
Public CompanyTotal Funding
$683MKey Investors
CIVC Partners
2025-05-08Post Ipo Equity· $425M
2022-06-07Post Ipo Equity· $258M
2020-05-05IPO
Leadership Team
Timothy Crane
President and Chief Executive Officer
Recent News
2026-01-22
2026-01-21
Company data provided by crunchbase