Wintrust Financial

Wintrust Financial

Relationship Manager - Exchange Coordinator

Chicago, IL

Sponsorship not specified$71k-$92kDetected 21 days ago
AccountingCommunicationOrganizational SkillsMicrosoft Office

About the role

  • Wintrust Wealth Management serves the financial needs of private clients, including high net worth individuals, business owners, and institutions.
  • Since our founding in 1931, we have been helping clients meet their increasingly complex financial goals with the highest standards of service and integrity.
  • Actual salaries may vary based on several factors, such as a candidate's qualifications, skills, and experience.

Responsibilities

  • Work directly with clients on IRC Section 1031 tax-deferred exchanges and manage a portfolio of transactions
  • Develop and maintain relationships with attorneys and centers of influence for business referrals.
  • Manage, prepare and review exchange documents

Requirements

  • Bachelor's degree in business, finance, or accounting
  • 3-5 years working in title, escrow, or real estate are required
  • Strong interpersonal skills with a proven ability establishing client relationships and working within a team environment
  • Exceptional verbal and written communication skills
  • Excellent organizational skills with the ability to proactively manage and prioritize workflow
  • Proficient with Microsoft Office Suite of products.

Nice to have

  • Specific knowledge of IRC Section 1031 is preferred

Compensation

  • The estimated annual salary range for this role is $71,000 - $92,000 along with eligibility to earn an annual bonus.
  • Actual salaries may vary based on several factors, such as a candidate's qualifications, skills, and experience.
  • From our first day in business, Wintrust has been proud to serve a variety of unique communities and people from all walks of life.
  • To build a company that reflects the communities we serve, we believe that fostering a unique and inclusive workplace where everyone feels valued and empowered to succeed will support our ongoing success.

Benefits

  • Medical Insurance
  • Life insurance
  • Short-term and long-term Disability Insurance
  • Parental Leave
  • Flexible Spending Account (FSA)
  • Employee Stock Purchase Plan at 5% discount
  • Transportation and Commuting Benefits

Company info

  • Through our four companies, Wintrust Investments LLC, Wintrust Private Trust., Great Lakes Advisors LLC, and The Chicago Deferred Exchange Company LLC, we offer comprehensive wealth management solutions, including investment, trust, and asset management services.
  • Wintrust Wealth Management is a division of Wintrust, a financial services company with more than $66 billion in assets.

Equal opportunity

  • Wintrust Financial Corporation, including community banking and financial services subsidiaries, is an Equal Opportunity Employer.
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This listing is sourced directly from Wintrust Financial's careers page and normalized into a canonical job model.