Relationship Manager - Exchange Coordinator
Wintrust Financial, Chicago, IL, United States
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. 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.
What You’ll Do
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. Process incoming and outgoing wires for 1031 transactions Coordinate with operations department to confirm transactions are applied appropriately in a timely manner. Provides clear verbal and written communications for interactions with clients, lawyers, and referral sources. Manage, prepare and review exchange documents Other job-related duties as assigned Qualifications
Bachelor’s degree in business, finance, or accounting 3-5 years working in title, escrow, or real estate are required Specific knowledge of IRC Section 1031 is preferred Exceptional verbal and written communication skills Strong interpersonal skills with a proven ability establishing client relationships and working within a team environment Excellent organizational skills with the ability to proactively manage and prioritize workflow Proficient with Microsoft Office Suite of products. Benefits:
Medical Insurance • Dental • Vision • Life insurance • Accidental death and dismemberment • Short-term and long-term Disability Insurance • Parental Leave • Employee Assistance Program (EAP) • Traditional and Roth 401(k) with company match • Flexible Spending Account (FSA) • Employee Stock Purchase Plan at 5% discount • Critical Illness Insurance • Accident Insurance • Transportation and Commuting Benefits • Banking Benefits • Pet Insurance 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. Wintrust Financial Corporation, including community banking and financial services subsidiaries, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, disability, veteran status, genetic information, and other legally protected categories.
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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. Process incoming and outgoing wires for 1031 transactions Coordinate with operations department to confirm transactions are applied appropriately in a timely manner. Provides clear verbal and written communications for interactions with clients, lawyers, and referral sources. Manage, prepare and review exchange documents Other job-related duties as assigned Qualifications
Bachelor’s degree in business, finance, or accounting 3-5 years working in title, escrow, or real estate are required Specific knowledge of IRC Section 1031 is preferred Exceptional verbal and written communication skills Strong interpersonal skills with a proven ability establishing client relationships and working within a team environment Excellent organizational skills with the ability to proactively manage and prioritize workflow Proficient with Microsoft Office Suite of products. Benefits:
Medical Insurance • Dental • Vision • Life insurance • Accidental death and dismemberment • Short-term and long-term Disability Insurance • Parental Leave • Employee Assistance Program (EAP) • Traditional and Roth 401(k) with company match • Flexible Spending Account (FSA) • Employee Stock Purchase Plan at 5% discount • Critical Illness Insurance • Accident Insurance • Transportation and Commuting Benefits • Banking Benefits • Pet Insurance 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. Wintrust Financial Corporation, including community banking and financial services subsidiaries, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, disability, veteran status, genetic information, and other legally protected categories.
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