Relationship Manager - Exchange Coordinator

Gurnee Bank

Base: $71,000 - $92,000; bonus/equity: eligible fo...
Bachelor's degree in business or finance
3-5 years title escrow or real estate experience
Strong verbal and written communication skills
Wintrust Wealth Management serves private clients including high net worth individuals and institutions with comprehensive wealth management solutions

Job Summary

  • Wintrust Wealth Management serves private clients including high net worth individuals and institutions with comprehensive wealth management solutions.
  • The role involves working directly with clients on IRC Section 1031 tax-deferred exchanges and managing a portfolio of transactions.
  • Benefits include medical, dental, vision, life insurance, parental leave, and a traditional and Roth 401(k) with company match.

Matching Summary

Wintrust Wealth Management serves private clients including high net worth individuals and institutions with comprehensive wealth management solutions.

Salary

Base: $71,000 - $92,000; Bonus/Equity: Eligible for annual bonus; Benefits: Medical, Dental, Vision, Life, 401(k) match

Skills & Requirements

Must-have

  • Bachelor's degree in business or finance
  • 3-5 years title escrow or real estate experience
  • Strong verbal and written communication skills

Nice-to-have

  • Exceptional interpersonal relationship building skills
  • Proven ability to work within a team environment
  • Proficient with Microsoft Office Suite products

Key Requirements

  • Bachelor's degree required
  • 3-5 years experience in title, escrow, or real estate
  • Specific knowledge of IRC Section 1031 preferred

Work Rights

Not specified

Tailored Resume

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