Relationship Manager - Insurance Banking

Wintrust provides community and commercial banking, specialty finance and wealth management services through its 16 bank charters and nine non-bank businesses. Wintrust delivers the sophisticated solutions of a large bank while staying true to the relationship-focused, personalized service of our community banking roots. We serve clients in all 50 states with more than 200 branch banking locations in Illinois, southwestern Florida, northwestern Indiana, west Michigan and southern Wisconsin and commercial banking offices in Chicago, Denver, Milwaukee, Grand Rapids, Mich., and in key branch banking locations throughout Illinois. Our people are the heart of our business and we are proud to rank consistently as a top place to work. Wintrust is a $66 billion financial institution based in Rosemont, Illinois, and listed on the NASDAQ Global Select Market under the symbol "WTFC."

What You'll Do -

• Sales Partnership: Drive loan and deposit growth by acting as the dedicated banking partner for FIRST Insurance Funding sales reps, converting their premium finance customers into commercial loan opportunities.
• Agency Lending: Originate and structure complex credit facilities (M&A, succession, working capital) specifically tailored to the insurance agency and brokerage lifecycle. (Insurance agencies $10 Million in annual revenue and below)
• Consultative Sales: Build high-trust relationships with agency principals, providing expert guidance on agency valuations and financial growth strategies.
• Credit Management: Collaborate with Portfolio Managers and Underwriting Teams to ensure deal structures meet both client needs and bank risk standards.

Qualifications

• Experience: 5+ years in Commercial Lending or Insurance Finance; strong understanding of cash-flow-based lending and agency operations.
• Collaboration: Proven ability to work within a partner-led sales model, managing internal stakeholders as effectively as external clients.
• Education: Bachelor's degree in finance, business, or a related field.
• Skills: Exceptional communication, financial analysis of intangible assets, and a results-oriented mindset.
• Travel: Ability to travel often to meet with FIRST sales teams and key agency clients within the United States.

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

Compensation:

• The estimated annual salary range for this role is $85,000-110,000, along with eligibility to earn an annual bonus. Actual salaries may vary based on several factors, such as a candidate's qualifications, skills, and experience.

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 build a company that reflects the communities we serve, we believe that fostering a unique and inclusive workplace where everyone feels valued and empowered to succeed will support our ongoing success. 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, sex, age, national origin, disability, veteran status, genetic information, and other legally protected categories.