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 with microsoft office suite
Wintrust Wealth Management serves the financial needs of private clients with integrity and high standards

Job Summary

  • Wintrust Wealth Management serves the financial needs of private clients with integrity and high standards.
  • The role involves managing a portfolio of 1031 tax-deferred exchanges and developing client relationships.
  • Comprehensive benefits include medical, dental, and a 401(k) with company match.

Matching Summary

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

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 with Microsoft Office Suite

Nice-to-have

  • Exceptional interpersonal skills
  • Ability to prioritize workflow
  • Team-oriented environment

Key Requirements

  • Bachelor’s degree in business, finance, or accounting
  • 3-5 years in title, escrow, or real estate

Work Rights

Not specified

Tailored Resume

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