Wintrust Wealth Management offers comprehensive wealth management solutions including investment, trust, and asset management services
Job Summary
Wintrust Wealth Management offers comprehensive wealth management solutions including investment, trust, and asset management services.
The Relationship Manager - Exchange Coordinator will work directly with clients on IRC Section 1031 tax-deferred exchanges and manage a portfolio of transactions.
The company offers a comprehensive benefits package including medical, dental, vision, life insurance, disability insurance, parental leave, and retirement savings plans.
Matching Summary
Wintrust Wealth Management offers comprehensive wealth management solutions including investment, trust, and asset management services.
Salary
Base: $71,000 - $92,000; Bonus/Equity: Eligibility to earn an annual bonus; Benefits: Medical, Dental, Vision, Life insurance, AD&D, Disability, Parental Leave, EAP, 401(k) with match, FSA, ESPP, Critical Illness, Accident Insurance, Transportation, Banking Benefits, Pet Insurance
Skills & Requirements
Must-have
IRC Section 1031 tax-deferred exchanges
Manage a portfolio of transactions
Develop and maintain referral relationships
Process incoming and outgoing wires
Coordinate with operations department
Prepare and review exchange documents
Nice-to-have
Exceptional communication skills
Strong interpersonal skills
Proactively manage and prioritize workflow
Key Requirements
Bachelor's degree in business, finance, or accounting