HSA & Banking Product/Project Manager (Finance)
Wintrust is a financial holding company with approximately $62 billion in assets whose common stock is traded on the NASDAQ Global Select Market. Guided by its “Different Approach, Better Results” philosophy, Wintrust offers the sophisticated resources of a large bank while providing a community banking experience to each customer. Wintrust operates more than 200 retail banking locations through 16 community bank subsidiaries in the greater Chicago, southern Wisconsin, west Michigan, northwest Indiana, and southwest Florida market areas. In addition, Wintrust operates various non-bank business units, providing residential mortgage origination, wealth management, commercial and life insurance premium financing, short-term accounts receivable financing/outsourced administrative services to the temporary staffing services industry, and qualified intermediary services for tax-deferred exchanges. Our unique business model is a competitive strength and value driver, powered by our talented colleagues who put our customers first and achieve better results for our clients.
Why Join Us?
An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 9 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 175+ community bank locations, we offer opportunities to grow and develop in your career.
Promote from within culture.
Why join this team?
We are seeking a critical thinker who's ready to take on new challenges in support of our stakeholders' ever-evolving business needs
We are a vibrant, team-oriented atmosphere that provides opportunities for individual growth
Gain experience and further your career by joining a growing organization
Position Overview:
As a member of the Workplace Solutions division, responsibilities include product management, project management, vendor management, operational ownership including defining and managing processes and procedures, and other administrative duties. Core activities include creating, enhancing, and managing products and/or programs to meet goals and enhance profitability, as well as assisting with product planning, pricing, marketing and sales support activities.
What you will do:
Act as a liaison to corporate Marketing to assist with creating marketing and sales support materials, educational content and video content.
Perform market research to inform product strategy and development, pricing and go-to-market strategy.
Manage various projects from beginning to end working with stakeholders across the company.
Contribute to overall team by performing certain product management tasks or projects, including but not limited to, setting goals for products, manage vendor relationships, monitor competitor activity, review and submit invoices, participate in testing.
Responsible for defining, amending, understanding and leading product operations including processes and procedures related to banking functions.
Participate in special projects and tasks as assigned, related to the broader retail products and services.
Qualifications:
Bachelor's degree or equivalent
3-5 years of relevant experience
Consumer Directed benefits (CDB), HSA and notional experience preferred but not required.
Banking experience preferred but not required.
Self-driven, with the ability to work independently and cross-collaboratively. Desire to work in a fast-paced environment, capable of managing and adjusting to evolving priorities.
Exceptional project management skills with the ability to drive structure and inform the stand-up of procedures and processes, drive project tasks and follow-up with urgency and to closure.
Excellent communicator, capable of distilling timely and relevant messages to internal and external stakeholder audiences alike.
Proficient in Microsoft Suite of tools
Ability to travel 10%
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 be Chicago's Bank® and Wisconsin's Bank®, we need to reflect that diversity both in all the communities we serve, the people we employ, the organizations we work with, and our banking and lending practices. 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, 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.
