Relationship Manager - Exchange Coordinator

Wintrust Wealth Management

Base: $71,000 - $92,000; bonus/equity: not specifi...
3-5 years in title, escrow, or real estate
Specific knowledge of irc section 1031
Proficient with microsoft office suite
Wintrust Wealth Management serves the financial needs of private clients, including high net worth individuals and business owners

Job Summary

  • Wintrust Wealth Management serves the financial needs of private clients, including high net worth individuals and business owners.
  • The role involves managing a portfolio of transactions and developing relationships with attorneys for business referrals.
  • Wintrust is committed to fostering an inclusive workplace where everyone feels valued and empowered to succeed.

Matching Summary

Wintrust Wealth Management serves the financial needs of private clients, including high net worth individuals and business owners.

Salary

Base: $71,000 - $92,000; Bonus/Equity: Not specified; Benefits: Medical Insurance, Dental, Vision, Life insurance, and more

Skills & Requirements

Must-have

  • 3-5 years in title, escrow, or real estate
  • Specific knowledge of IRC Section 1031
  • Proficient with Microsoft Office Suite

Nice-to-have

  • Exceptional verbal and written communication skills
  • Strong interpersonal skills
  • Excellent organizational skills

Key Requirements

  • Bachelor’s degree in business, finance, or accounting

Work Rights

Not specified

Tailored Resume

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