Relationship Manager - Exchange Coordinator

Wintrust

Base: $71,000 - $92,000; bonus/equity: eligible fo...
Bachelor's degree in business finance or accounting
3-5 years experience in title escrow or real estate
Exceptional 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.
  • Employees receive a comprehensive benefits package including medical insurance, 401(k) with company match, and employee stock purchase plans.

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, FSA, ESPP

Skills & Requirements

Must-have

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

Nice-to-have

  • Specific knowledge of IRC Section 1031 preferred
  • Strong interpersonal skills for client relationships
  • Proficient with Microsoft Office Suite products

Key Requirements

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

Work Rights

Not specified

Tailored Resume

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