Relationship Manager - Exchange Coordinator

Bank of Oak Park

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
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 plan.

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 or finance
  • 3-5 years title escrow or real estate experience
  • Exceptional verbal and written communication skills

Nice-to-have

  • Specific knowledge of IRC Section 1031
  • Strong interpersonal relationship building skills
  • Proven ability to work within a team environment

Key Requirements

  • Bachelor's degree in business, finance, or accounting
  • 3-5 years experience in title, escrow, or real estate
  • Proficiency with Microsoft Office Suite

Work Rights

Not specified

Tailored Resume

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