1031 Exchange Relationship Manager | Wealth Referrals
Wintrust Financial Corporation
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. #J-18808-Ljbffr Wintrust Financial Corporation
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the 1031 Exchange Relationship Manager | Wealth Referrals in Chicago, IL vacancy
$71k - $92k
Wintrust Wealth Management serves the financial needs of private... ...The Chicago Deferred Exchange Company LLC—we offer... .... Job Overview The Relationship Manager - Exchange... ...facilitate IRC Section 1031 tax‑deferred exchanges... ...potential business referrals. The position works well...SuggestedTemporary workWork at officeFlexible hours- ...Wealth Relationship Manager SAFE Act - Chinatown - Chicago (Multilingual Skills Required) Working at Citi is far more than just a job. A career... ...communication, access to seminars, etc. Master referral opportunities to grow portfolio. Proactively source, acquire...SuggestedWork at office
- Responsibilities Identify, build and deepen relationships to gain incremental wallet share of the... ..., access to seminars, etc. Master referral opportunities to grow portfolio. Proactively... ...Small Business Partners, Relationship Manager, etc.) Organize client events to...SuggestedWork at office
- This role is responsible for managing client relationships and working closely with record keepers, plan sponsors, third party administrators and other channel partners as assigned. The RM will also work closely with the grandfathered accounts, when applicable, and the...Suggested
$110k - $215k
Bank of America is seeking a qualified professional to manage and expand client relationships in Chicago. This role involves identifying financial opportunities and providing advisory services to high-net-worth clients. Applicants should have a minimum of 7 years of experience...Suggested$60k - $115k
Goldman Sachs Bank AG is seeking a Relationship Manager - Analyst in Chicago, IL. This role focuses on enhancing institutional relationships and providing clients with optimal financial wellness solutions. The ideal candidate will possess excellent interpersonal and organizational...$131k - $154k
Broughton Group is hiring a Relationship Manager to enhance customer engagement in financial planning. The role involves guiding customers through financial processes, maintaining accurate documentation, and ensuring compliance. Ideal candidates have experience in financial...$98.4k - $199k
A regional financial institution seeks a Senior Portfolio Manager in Chicago to manage high net worth client investment activities. You will collaborate within Wealth Management to ensure compliance with investment strategies. Successful candidates will have at least 8...- ...Family Office Exchange (“FOX”) is the industry-leading membership... ...Summary The Senior Relationship Manager is responsible for building... ...relationships and obtaining referrals and may be asked to moderate... ...family office. Experience in wealth management, tax, legal or professional...Temporary workWork at office
Family Office Exchange
Chicago, IL2 days ago $54.4k - $111.5k
...Fifth Third Bank Relationship Manager Make banking a Fifth Third better We... ...the financial center team for referral activity. Work closely with... ...current and next generation wealth. Responsible and accountable for risk by openly exchanging ideas and opinions,...Work at officeLocal areaNight shift$100k - $231.54k
...one person, one family and one community at a time. CVS Media Exchange (CMX) is hiring a Client Insights & Strategy Lead Director, reporting... ...adoption across our cross‑functional teams. You will directly manage a team of client‑facing insights managers who guide pre‑...Hourly payFull timeTemporary workLocal area$140k - $235k
...Bank Of America Senior Relationship Manager At Bank of America, we are guided by a common... ...including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client... ...Development Project Management Referral Identification Sales Performance...Work experience placementWork at officeLocal areaShift workDay shift- Citi is seeking a Wealth Relationship Manager to enhance client relationships and provide tailored financial solutions. Located in Evanston, Illinois, this role demands strong analytical skills and proactive client engagement. The successful candidate will have 5-8 years...
- Citi is seeking an experienced financial planner in Chicago, Illinois, to enhance relationships with affluent clients. This role involves identifying client needs, providing tailored financial solutions, and ensuring compliance with all regulations. The ideal candidate...
- A leading financial services firm is seeking a Platinum Relationship Manager responsible for fostering relationships with high-value clients. Ideal candidates will have at least one year of client service experience and necessary FINRA licenses. The role demands a focus...
$70k - $80k
...medical equipment and respiratory services. This role involves developing and maintaining relationships with referral sources, supporting strategic business initiatives, and managing respiratory product lines. Ideal candidates will have a strong background in the...Base plus commission$113.2k - $164.05k
...to be who they are—with the freedom to exchange ideas, think innovatively, and listen to... ...who model our values: invest in every relationship, lead with curiosity, champion diverse... ...enterprise sales and strategic account management, with a strong focus on corporate clients...Full timeMoody's Corporation
Chicago, IL2 days ago- Goldman Sachs Bank AG is seeking a Wealth Management Professional in Chicago, IL, who will provide exceptional client service and operational... .... The role involves direct client interaction, managing relationships, onboarding, and overseeing assets, all while working in a...
- Mercer Advisors in Chicago is looking for a Relationship Manager (RM) I to provide strategic support within the Client Service department. This... ...role is pivotal in fostering service excellence alongside Wealth Advisors and contributes significantly to client retention and...
- RK Partners in Chicago is looking for a Relationship Manager to support high-net-worth clients alongside Wealth Advisors. You will deliver exceptional client experiences while contributing to financial planning and advisory processes. Qualified candidates should hold a...
- Rk-Partners in Chicago is seeking a Relationship Manager to enhance client experiences for high-net-worth clients. In this role, you will partner with Wealth Advisors and contribute to financial planning initiatives, providing exceptional service and support. Qualified...Work at office
$60k - $121.3k
Special Assets Relationship Manager Job Locations: US-MN-Rochester | US-IL-Chicago | US-IN-Evansville | US-TN-Nashville | US-MN-St Louis Park | US-MN-Saint Paul | US-IN-Indianapolis | US-MI-Grand Rapids | US-WI-Milwaukee | US-ND-Fargo | US-TN-Nashville | … Overview Old...Work at officeLocal area- A leading financial institution seeks a National Client Banker in Chicago, IL to manage client relationships and ensure optimal wealth management. The ideal candidate has over three years of experience, a Bachelor's degree, and required financial licenses. Responsibilities...
$78k - $116k
...Development (RN) to enhance patient rehabilitation services. The successful candidate will develop relationships with case managers, assess patients for rehab admission, and educate referral sources on hospital services. The position offers a base salary between $78,000 - $116,00...- A healthcare facility in Chicago seeks a Secretary to manage communication and follow-up with referral agencies. Responsibilities include gathering admissions data, scheduling meetings, and hosting training sessions. The ideal candidate will have a high school diploma,...
- ...customer lifecycle Improve customer satisfaction, retention, and referral generation Establish service standards and communication... ...accountability standards for service teams Develop escalation management processes for customer concerns Scheduling & Operational Coordination...
$85k - $90k
...Referral Relationship Manager |Emergency & Specialty Veterinary Hospital | Full-Time | Flexible Scheduling | $85-90K/yr | Chicago, IL We are currently hiring two RRMs to support our Chicago market—one focused on the North region and one on the South region!Each RRM...Full timeCurrently hiringLocal areaHome officeFlexible hoursAfternoon shift$57.5k - $106.5k
...service to Trust & Estate clients. Responsibilities include managing accounts, ensuring compliance, and collaborating with regional... ...Administration and proven experience in managing complex fiduciary relationships. A Bachelor’s degree in Finance is preferred. The position...$140k - $235k
Join Bank of America as a Senior Relationship Manager through a 12‑month development program... ...including Investment Banking, Foreign Exchange, and Wealth Management. Facilitates client... ...relationships with internal and external sales referral partners. Motivates and influences...Work experience placementLocal areaShift workDay shift$150k - $235k
...needs. Leverages ideas, insights, and relationships to generate new and incremental... ...including Investment Banking, Foreign Exchange, and Wealth Management. Facilitates client relationships... ...relationships with internal and external sales referral partners. Motivates and influences...Work experience placementLocal areaShift workDay shift
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to 1031 Exchange Relationship Manager | Wealth Referrals. Be the first to apply!
Related searches
- relationship marketing manager Chicago, IL
- wealth management relationship manager Chicago, IL
- industry relations manager Chicago, IL
- government relations manager Chicago, IL
- labor relations director Chicago, IL
- university relations manager Chicago, IL
- IT business relationship manager Chicago, IL
- supplier relationship manager Chicago, IL
- patient relations manager Chicago, IL
- relationship manager work from home Chicago, IL