Relationship Manager - Exchange Coordinator

Wintrust Wealth Management

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

Job Summary

  • Wintrust Wealth Management serves the financial needs of private clients with integrity.
  • The role involves managing a portfolio of transactions and developing relationships for business referrals.
  • Comprehensive benefits include medical, dental, vision, and a 401(k) with company match.

Matching Summary

Wintrust Wealth Management serves the financial needs of private clients with integrity.

Salary

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

Skills & Requirements

Must-have

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

Nice-to-have

  • Exceptional interpersonal skills
  • Ability to prioritize workflow
  • Experience in real estate or escrow

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter