Relationship Manager - Exchange Coordinator

About this 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. 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. Why join us? • An award-winning culture!  We are rated a Top Workplace by the Chicago Tribune (past 12 years) and Employee Recommended award by the Globe & Mail (past 6 years) • Competitive pay and annual discretionary bonus eligible • Comprehensive benefit package including medical, dental, vision, life, a 401k plan with a generous company match and tuition reimbursement to name a few • Family-friendly work hours • Promote from within culture

Job Description The Relationship Manager – Exchange Coordinator -  Supports the Chicago Deferred Exchange Company (“CDEC”), a national Qualified Intermediary helping investors facilitate IRC Section 1031 tax-deferred exchanges . This individual is responsible for working with clients on IRC 1031 – Tax deferred exchanges. This position will manage documentation and client relationships. Develop and maintain relationships with real estate professionals including attorneys and brokers to generate potential business referrals.  Works well independently as part of a small but mighty team of professionals who work well together to provide excellent service to our clients. We look forward to adding a diligent, hard-working team player to our group.

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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