Wintrust Financial Corporation

Relationship Manager - Exchange Coordinator

Wintrust Financial Corporation

13 days ago
Chicago, IL
Onsite
Full Time
Junior
0 applicants
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Wintrust Financial Corporation
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About this role

A 1031 Exchange Specialist at Wintrust Wealth Management supports clients with tax-deferred exchanges, manages transaction portfolios, and coordinates with teams to ensure accurate and timely processing of financial transactions.

Skills

Qualifications

Bachelor’s degree in business, finance, or accounting3-5 years working in title, escrow, or real estateSpecific knowledge of IRC Section 1031Exceptional verbal and written communication skillsStrong interpersonal skills
Wintrust Financial Corporation

About Wintrust Financial Corporation

wintrust.com

Wintrust is a financial services company that provides exceptional customer service, while giving back to the things that matter most to our area.

About Wintrust Financial Corporation

Headquarters

San Francisco, CA

Company Size

201-500 employees

Founded

2018

Industry

Technology

Glassdoor Rating

4.2 / 5

Leadership Team

Sarah Johnson

Chief Executive Officer

Michael Chen

Chief Technology Officer

Emily Williams

VP of Engineering

David Rodriguez

VP of Product

Jessica Thompson

Chief Financial Officer

Andrew Park

VP of Sales

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