Director - Performance & Data

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, Wintrust Private Trust., 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 $66 billion in assets.

Why join us?

• An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 12 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 200+ community bank locations, we offer opportunities to grow and develop in your career
• Promote from within culture

Position Overview:

The Director of Performance & Data is responsible for overseeing integrity, governance, analysis, and reporting on investment performance and portfolio data across the firm. This role serves as a key liaison between Investments, Client Service, Marketing, Compliance, Operations, Technology, and external data providers to ensure the accuracy, consistency, and timeliness of performance reporting and client-facing data. The Director will lead all aspects of GIPS compliance, performance measurement, attribution analysis, composite maintenance, database management, RFP/DDQ support, and data governance while driving continuous process improvement and operational scalability.

What you’ll do:

• Accountable for the firm's performance measurement, attribution, data and reporting functions.
• Lead the firm’s GIPS compliance program, including annual verification support, policy maintenance, interpretation of GIPS requirements, and ongoing compliance monitoring, while escalating matters and recommendations to the GIPS Committee for review and final determination.
• Manage composite construction, maintenance, monitoring, and review processes.
• Ensure the accuracy, completeness, and integrity of portfolio, benchmark, and performance data across all systems.
• Direct daily, monthly, quarterly, and annual performance monitoring and validation activities.
• Oversee data governance frameworks, controls, and quality assurance processes.
• Manage investment performance databases and relationships with third-party vendors and data providers, including Bloomberg, FactSet, Morningstar, eVestment, and other relevant sources
• Provide performance and portfolio data support for marketing collateral, RFPs, DDQs, consultant databases, and client reporting.
• Partner with investment, sales/distribution, and product teams to analyze and explain performance drivers through attribution and risk analysis.
• Support investment, product, and sales teams by providing investment analytics, portfolio characteristics, risk metrics, peer analysis, and other data-driven insights.
• Develop and maintain policies, procedures, and controls related to performance measurement and reporting.
• Lead root-cause analysis and resolution of performance, benchmark, and data discrepancies.
• Ensure consistency of investment statistics and performance information across all internal and external communications.
• Support new product launches, strategy development, and onboarding of new mandates into performance systems.
• Chair the GIPS Committee
• Partner with relevant internal teams to identify and lead initiatives to implement automation and technology enhancements to improve efficiency, scalability, and control environments.
• Serve as a subject matter expert for performance measurement, data governance, and industry best practices.

Qualifications:

• 10+ years of experience in Asset Management, performance measurement, attribution analysis, data integrity/validity and GIPS
• Bachelor’s degree in business, Finance, or related field required.
• Proficiency in Microsoft Office Suite (Excel, Word, and PowerPoint); experience with Bloomberg, FactSet, SS&C Advent or similar applications preferred.
• Excellent written and verbal communication skills.
• Exceptional attention to detail and organizational skills.
• Strong time management skills – able to prioritize and manage multiple deliverables in a deadline-driven environment.
• Client-first mindset with a professional and courteous demeanor.
• Collaborative team player who can also take initiative and work independently.

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 salary range for this role is $117,000 - $158,000, 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.