Now Hiring - Financial Services Relationship Manager (California) in Los Angeles, CA

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, The Chicago Trust Company N.A., 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 $50 billion in assets.

This position is based in Los Angeles metro area.

Relationship Manager – Chicago Deferred Exchange Company, LLC, Los Angeles Metro Area

Salary range - $71,000 - $89,500

Why join us?

• An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 8 years) and Employee Recommended award by the Globe & Mail (past 6 years)
• Competitive pay and discretionary or incentive bonus eligible
• Comprehensive benefits package including medical, dental, vision, life, a 401k plan with a generous company match, and tuition reimbursement, to name a few
• Promote from within culture

Why join this team?

• We are a growing team with a fast-paced, collaborative, team-centric, positive culture
• Strong track record of valuing and investing in existing talent by providing opportunities for growth and advancement
• We hold ourselves accountable to high standards, share wins, and operate ethically

What you will do

• Work directly with clients on IRC Section 1031 tax-deferred exchanges and manage your own account load
• Develop and maintain relationships with area attorneys, brokers, and centers of influence for business referrals
• Provide continuing education seminars to attorneys, brokers, CPAs and other COIs

Qualifications

• Bachelor’s degree required
• Minimum of 5 years of real estate, escrow, or title experience
• Exceptional verbal and written communication skills
• Highly proficient per Microsoft Office Suite (Word, Outlook, Excel, etc.)

E.O.E

From our first day in business, Wintrust has been proud to serve a variety of unique communities and people from all walks of life. To be Chicago’s Bank® and Wisconsin's Bank®, we need to reflect that diversity both in all the communities we serve, the people we employ, the organizations we work with, and our banking and lending practices. 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, national origin, sex, sexual orientation, gender identity and expressions, genetic information, marital status, age, disability, or status as a covered veteran or any other characteristic protected by law.