1031 Exchange Manager

First American

. Direct daily operations of teams including Exchange Officers, Exchange Assistants, and Sales Representatives facilitating 1031 tax-deferred exchange transactions .

Posted 10/7/2026full-timeRemote • Florida • United StatesMid-LevelSenior💰 $77,300 - $103,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing 1031 exchange transactions, overseeing branch operations, and developing effective teams. Proficient in financial analysis, compliance, and fostering client relationships to drive business success.

Highest-signal resume keywords

1031 Exchange ExperienceSupervisory ExperienceFinancial Data InterpretationClient Relationship ManagementTeam Development

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

1031 Exchange RulesFinancial AnalysisProfitability MonitoringOperational EfficiencyExpense Management

Soft Skills

LeadershipCommunicationNegotiationConflict ManagementCollaboration

Tools & Technologies

Computer Skills

Industry Keywords

Tax-Deferred ExchangeReal EstateBroker RelationshipsEscrow ServicesSettlement Offices

About the role

Key responsibilities & impact

Direct daily operations of teams including Exchange Officers, Exchange Assistants, and Sales Representatives facilitating 1031 tax-deferred exchange transactions
Oversee branch operations, profitability, goals, and objectives
Monitor and report profitability for assigned geographic areas
Interpret financial data, adjust expenses, and achieve profitability
Manage, coach, mentor, hire, and train branch exchange personnel
Delegate assignments and provide development opportunities
Manage workflow and resolve escalated issues
Align branch goals with business unit goals and provide input to Senior Management
Develop new and repeat business through brokers, real estate agents, escrow and settlement offices, attorneys, and tax advisors
Maintain existing client base and ongoing client and business relationships
Manage all aspects of 1031 exchange transactions with internal and external customers
Answer questions and provide guidance regarding services, policies, and specific transactions
Ensure compliance with operating practices, staff training, reports, audits, and operational efficiency

Requirements

What you’ll need

Bachelor’s degree or equivalent combination of education and experience
5-7 years of directly related 1031 exchange experience
1-3 years of demonstrated experience in a supervisory or management role
Demonstrated success establishing, leading and maintaining effective working relationships
Proficiency in 1031 exchange rules, including forward, reverse, and improvement exchanges
Proficient in computer skills
Ability to communicate company direction and set aligned goals
Knowledge of competitor, financial and industry dynamics
Ability to recruit, retain and develop talent and hold employees accountable for results
Ability to lead change, manage conflict and foster collaboration
Ability to drive customer loyalty, manage customer expectations, solicit customer feedback and ensure commitments are met
Ability to provide reliable information and deliver informative and persuasive presentations
Good listening and negotiation skills
Ability to collaboratively create, identify, and implement business solutions
Comfortable speaking in front of groups of varying sizes

Benefits

Comp & perks

Medical insurance
Dental insurance
Vision insurance
401k
PTO/paid sick leave
Employee stock purchase plan
Inclusive, people-first workplace culture
Equal opportunity workplace