Relationship Manager - Exchange Coordinator

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.

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 role is responsible for working with clients on IRC 1031 tax‑deferred exchanges, managing documentation and client relationships, and developing and maintaining relationships with real estate professionals—attorneys and brokers—to generate potential business referrals. The position works well independently as part of a small but collaborative team that delivers excellent service to our clients.

• 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 to confirm transactions are applied appropriately and in a timely manner.
• Provide clear verbal and written communications for interactions with clients, lawyers, and referral sources.
• Manage, prepare, and review exchange documents.
• Perform other job‑related duties as assigned.

• Bachelor’s degree in business, finance, or accounting.
• 3–5 years of experience in title, escrow, or real estate.
• Specific knowledge of IRC Section 1031 is preferred.
• Exceptional verbal and written communication skills.
• Strong interpersonal skills with a proven ability to establish client relationships and work within a team environment.
• Excellent organizational skills with the ability to proactively manage and prioritize workflow.
• Proficiency with Microsoft Office Suite.

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 qualifications, skills, and experience.

• 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

Wintrust has been a Top Workplace by the Chicago Tribune for the past 12 years and an Employee Recommended award recipient by the Globe & Mail for the past six years. We offer competitive pay and an annual discretionary bonus. Our comprehensive benefits include medical, dental, vision, life, and retirement plans, among others. We provide family‑friendly work hours, a "Promote from within" culture, and a supportive environment that encourages growth and inclusion.

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.

Wintrust may collect personal information from you in connection with the application process. Wintrust complies with the California Consumer Privacy Act of 2018.