Relationship Manager - Exchange Coordinator

Downers Grove Bank & Trust Co

Base: $71,000 - $92,000; bonus/equity: eligible fo...
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Bachelor's degree in business finance or accounting
3-5 years experience in title escrow or real estate
Strong verbal and written communication skills
** Downers Grove Bank & Trust Co is seeking a Relationship Manager - Exchange Coordinator to manage client relationships and oversee IRC Section 1031 tax-deferred exchanges. Candidates should have a bachelor’s degree and 3-5 years of relevant experience, with strong communication and organizational skills. **

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 plan.

Matching Summary

Match Score: 75

** Downers Grove Bank & Trust Co is seeking a Relationship Manager - Exchange Coordinator to manage client relationships and oversee IRC Section 1031 tax-deferred exchanges. Candidates should have a bachelor’s degree and 3-5 years of relevant experience, with strong communication and organizational skills. **

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
  • Strong verbal and written communication skills
  • Proficiency with Microsoft Office Suite

Nice-to-have

  • Specific knowledge of IRC Section 1031
  • Proven ability establishing client relationships
  • Exceptional interpersonal skills within a team

Key Requirements

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

Work Rights

Not specified

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