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Lead Business Strategist

2 months ago


Rosemont, Illinois, United States Wintrust Financial Full time

Company Overview
Wintrust Financial is a prominent financial holding entity managing approximately $50 billion in assets and publicly traded on NASDAQ under the symbol WTFC. Our foundation is built on the "HAVE IT ALL" philosophy, which combines advanced technology and the resources of a large banking institution with a commitment to personalized, service-oriented community banking for every client.

We operate a network of fifteen community bank subsidiaries, boasting over 170 banking locations across the greater Chicago and southern Wisconsin regions. In addition to our banking services, Wintrust also encompasses various non-banking business units, including commercial and life insurance premium financing, short-term accounts receivable financing, outsourced administrative services, mortgage origination and purchase, wealth management services, and qualified intermediary services for tax-deferred exchanges.

Why Join Us?
We pride ourselves on an award-winning workplace culture, recognized as a Top Workplace by the Chicago Tribune for the past eight years and receiving the Employee Recommended award from the Globe & Mail for six consecutive years. We offer competitive compensation, discretionary bonuses, and a comprehensive benefits package that includes medical, dental, vision, life insurance, a 401(k) plan with a generous company match, and tuition reimbursement, among other perks.

Team Dynamics
Our team emphasizes collaboration and mutual learning, ensuring that we consistently exceed business expectations. As a dynamic and expanding team, we play a vital role within Wintrust, fostering a culture of teamwork, empowerment, accountability, and achievement.

Position Summary
The Lead Business Strategist is a senior-level position responsible for providing expert business analysis services to our partners. This role involves close collaboration with various business units to gain a comprehensive understanding of their strategies, processes, services, and operational context.

The primary focus is to identify, document, and articulate the capabilities and requirements—business, functional, and technical—necessary to address complex business challenges. The Lead Business Strategist will work alongside business stakeholders, internal technology teams, and external vendors to implement effective solutions.

Key Responsibilities
1. Analyze and distill complex, enterprise-level business challenges into clear, actionable requirements.
2. Review end-to-end business processes to identify and mitigate operational, financial, and technological risks.
3. Communicate high-level technology requirements that align with current and future business needs.
4. Lead large-scale projects, collaborating with cross-functional teams in the planning, development, and implementation of technical solutions.
5. Identify opportunities to leverage existing capabilities within the business portfolio to address challenges effectively.
6. Ensure that proposed system, software, and hardware solutions are designed to foster business growth through technology.

Qualifications
1. 5-10 years of experience in a financial services environment, with a focus on coordinating business, functional, and technical requirements across large teams and projects.
2. Advanced knowledge of change management principles and performance evaluation processes.
3. Proficiency in business productivity tools such as Microsoft Office, Excel, PowerPoint, and Visio.
4. Exceptional written and verbal communication skills, capable of engaging both technical and non-technical audiences.
5. A Bachelor’s degree in Computer Science or Business is preferred.

Benefits
We offer a comprehensive benefits package that includes:
- Medical, Dental, and Vision Insurance
- Life and Accidental Death & Dismemberment Insurance
- 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 a 5% discount
- Critical Illness and Accident Insurance
- Transportation and Commuting Benefits
- Banking Benefits
- Pet Insurance

At Wintrust, we are committed to reflecting the diversity of the communities we serve. We are an Equal Opportunity Employer, and 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.