Relationship Manager - Exchange Coordinator

Wintrust Wealth Management

Base: $71,000 - $92,000; bonus/equity: not specifi...
Experience with irc section 1031 exchanges
Strong verbal and written communication skills
Proficient in microsoft office suite
Wintrust Wealth Management serves the financial needs of private clients with high standards of service and integrity

Job Summary

  • Wintrust Wealth Management serves the financial needs of private clients with high standards of service and integrity.
  • The role involves working directly with clients on tax-deferred exchanges and managing a portfolio of transactions.
  • Employees enjoy comprehensive benefits including medical insurance, 401(k) with company match, and employee stock purchase plan.

Matching Summary

Wintrust Wealth Management serves the financial needs of private clients with high standards of service and integrity.

Salary

Base: $71,000 - $92,000; Bonus/Equity: Not specified; Benefits: Comprehensive benefits package

Skills & Requirements

Must-have

  • Experience with IRC Section 1031 exchanges
  • Strong verbal and written communication skills
  • Proficient in Microsoft Office Suite

Nice-to-have

  • Ability to establish client relationships
  • Excellent organizational skills
  • Experience in title, escrow, or real estate

Key Requirements

  • Bachelor’s degree in business, finance, or accounting
  • 3-5 years of relevant experience

Work Rights

Not specified

Tailored Resume

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