Wintrust Financial

Wintrust Financial

VP, Business Strategy - WLF

Rosemont, IL · Vp

Sponsorship not specified$10k-$15kDetected 21 days ago
CybersecurityProcess ImprovementResearchLeadershipCollaborationPublic Speaking

About the role

  • As the largest life insurance premium finance company in the country, Wintrust Life Finance provides customized financing solutions to qualified borrowers seeking to finance their life insurance premiums.
  • The WLF VP, Business Strategy, is responsible for collaborating with key stakeholders in the analysis, formulation and execution of WLF's strategic plan.
  • 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.

Responsibilities

  • Manage WLFs process efficiency and strategy administration team
  • Complete regularly scheduled market research in support of strategic plan
  • Collaborate with departments to evaluate operations to identify growth and development opportunities
  • Help drive decision making resulting in medium- and long-term process improvements
  • Support EVP in developing and communicating WLFs strategic initiatives, including but not limited to presentations, financial reports, and models in both written and verbal formats
  • Lead effective, efficient meetings with clients, prospects, and WLFs Strategic Initiative Owners to drive strategic plan efforts
  • Partner with WLFs Strategic Initiative Owners, Wintrust's ePMO and Wintrust Oversight teams (ePMO, TPRM, IC, CC, IPA, ASRB and InfoSec) to drive strategic level project approval and implementation
  • Product Development & WLF Business Line Support:
  • Drive internal understanding of key customer personas and engage with clients/prospects to better understand workflows. Synthesize learnings to internal stakeholders to drive and facilitate loan growth
  • Partner with Sales, Sales Leadership and Client Success teams to define, enhance, track and drive product adoption

Requirements

  • 10-15 years of experience in the Financial Industry
  • Experience owning a strategic initiative from concept to completion
  • Bachelor's Degree required

Nice to have

  • Premium Financial experience preferred

Compensation

  • The estimated salary for this role is $98,000 - $132,000 along with eligibility to earn an annual bonus.
  • Actual pay rate may vary based on several factors, such as a candidate's qualifications, skills and experience

Benefits

  • Life insurance
  • Short-term and long term Disability Insurance
  • Parental Leave
  • Flexible Spending Account (FSA)
  • Employee Stock Purchase Plan at 5% discount
  • Transportation and Commuting Benefits
  • Banking Benefits

Company info

  • Our financing solutions have supported numerous planning structures, including traditional wealth transfer, key-man insurance, buy-sell arrangements, split dollar arrangements, term alternatives, charitable giving, income replacement strategies, and more.
  • Wintrust Life Finance is a subsidiary of Wintrust, a financial services company with more than $66 billion in assets.
  • Key aspects of this position focus on completing life premium finance market research, analysis, reporting, strategic initiative development, project & product management, and delivering regularly scheduled reports and presentations in collaboration with department EVP.
  • Look for opportunities, identify gaps and scale efficiencies and new ways of working across multiple projects and environments
  • Influence and facilitate the creation of long-term relationships with other departments and vendors
  • Source data to make compelling and tangible recommendations of a future state for the organization
  • Leverage relationships and organizational values to prioritize outcomes effectively
  • Employ practical methods and action steps to move the organization toward the strategic vision
  • Help Identify obstacles to transformation and challenge conventional thinking

Equal opportunity

  • Equal Opportunity Employer.

This listing is sourced directly from Wintrust Financial's careers page and normalized into a canonical job model.