Exchange Relationship Manager | Wealth Referrals
Job in
Chicago, Cook County, Illinois, 60290, USA
Listed on 2026-07-03
Listing for:
Wintrust Financial Corporation
Full Time
position Listed on 2026-07-03
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
Wintrust Financial Corporation in Chicago is seeking a Relationship Manager – Exchange Coordinator responsible for managing client relationships related to IRC Section 1031 tax-deferred exchanges. The role involves working with clients, developing business referrals through attorneys, and ensuring all documentation is handled accurately and efficiently.
The ideal candidate has a Bachelor’s degree in business, finance, or accounting and 3–5 years of relevant experience. Strong communication skills and proficiency in Microsoft Office Suite are essential. Wintrust offers competitive pay, an annual bonus, and comprehensive benefits.
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