Relationship Manager - Exchange Coordinator

Wintrust Financial Corporation•Chicago, IL

2d•$71,000 - $92,000

About The Position

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

Requirements

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.

Nice To Haves

Specific knowledge of IRC Section 1031 is preferred

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.
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