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 $50 billion in assets.

The Chicago Trust Company, N.A.
Senior Vice President, Trust Officer

Responsible for the complete administration of personal trust accounts including estates, trusts, investment agencies and IRAs up to and including moderately complex situations. Represents the bank in contacts with customers, attorneys, beneficiaries and other related parties. Administers assigned personal accounts; studies and analyzes the trust instrument; determines and adheres to the responsibilities, duties, and terms of the governing trust document; monitors account activity ensuring compliance with established policies, procedures, rules, and regulations. Contacts, corresponds, advises, and resolves more complicated problems with clients, beneficiaries, portfolio managers, attorneys, CPAs, and other professionals in the course of an administration of accounts. Develops new business; consults with others and refers other officers to new business prospects. Obtains appropriate documentation on accounts; authorizes payments from accounts, considers tax liabilities, and recommends/approves discretionary payments in accordance with bank policies. Represents the bank in business related activities including professional organizations, conferences, and seminars, and in other similar situations.

Administration

Represent the company as trustee with irrevocable and revocable trusts from reviewing documents, accepting a fiduciary role, collecting cost and tax information through investment process and final distribution. Preparations of annual tax returns are coordinated as are investment reviews and meetings with clients. Asset protection as indicated with estates is required. Review and settle medical claims, other liabilities and locate heirs.

Open and coordinate investment role with investment management accounts for personal and individual retirement account assets. Collect assets with cost basis and acquisition dates and review with client special investment requirements and investment objectives. Coordinate meetings with portfolio managers. Contact clients with required minimum distributions from IRAs and order distributions as well as other distributions from IRAs.

Open, collect assets, and tax information for custody accounts. Review advantages of managed accounts and attempt to upgrade fee level. Transfer cash and assets as requested.

Sales

Develop and maintain relationships with area lawyers, accountants, and centers of influence for business referrals. Work closely with Wintrust Private Client Services, WTI financial advisors and Bank staff cross selling to all trust and investment clients. Retain existing client base and generate new revenue for the Chicago region.

Operational Duties

Monitor files for compliance with TCTC policies and procedures. Initiate and monitor asset transfers. Review fees as to appropriateness. Maintain files, supplies, and marketing material at all locations. Maintain internal reviews of all accounts and coordinate with portfolio managers when needed.

EOE

Wintrust Financial Corporation (including community banking and financial services subsidiaries) is an Equal Opportunity/Affirmative Action/Veterans/Disability employer.

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.