Relationship Manager - Exchange Coordinator (Finance)

Location: Chicago, IL; full-time onsite role

Salary: $71,000–$92,000 annual salary, plus eligibility for an annual discretionary bonus.

Company

hirify.global Wealth Management provides investment, trust, and asset management services to high-net-worth individuals, business owners, institutions, and other private clients.

What you will do

• Work directly with clients on IRC Section 1031 tax-deferred exchanges and manage a portfolio of transactions.
• Prepare, review, and manage exchange documentation.
• Process incoming and outgoing wires for 1031 transactions.
• Coordinate with operations to ensure transactions are applied accurately and on time.
• Build relationships with attorneys, brokers, and other referral sources to generate potential business.
• Provide clear verbal and written communication to clients, lawyers, and referral partners.

Requirements

• Bachelor’s degree in business, finance, or accounting.
• 3–5 years of experience in title, escrow, or real estate.
• Strong verbal and written communication and interpersonal skills.
• Demonstrated ability to establish client relationships and collaborate within a team.
• Excellent organization, prioritization, and workflow management skills.
• Proficiency with Microsoft Office Suite.

Nice to have

• Knowledge of IRC Section 1031 tax-deferred exchanges.

Culture & Benefits

• Medical, dental, vision, and life insurance.
• Short- and long-term disability coverage, parental leave, and an Employee Assistance Program.
• Traditional and Roth 401(k) plans with company match.
• Flexible Spending Account, critical illness and accident insurance, and transportation benefits.
• Tuition reimbursement, banking benefits, pet insurance, and an employee stock purchase plan.
• Family-friendly work hours and opportunities for internal promotion.