Trust Strategist

About the role

You will review trust agreements, amendments, restatements, last will and testaments, codicils and other estate planning documents for legal accuracy, trustee powers and administrative provisions, fiduciary responsibilities, risk exposure, tax-sensitivity guidelines, directed trust language, distribution responsibilities, and other pertinent corporate trustee acceptance standards.

You will work with Baird Financial Advisors, Market Directors, and other PWM associates to answer questions and provide thought leadership for the PWM client base.

You will make presentations on a variety of estate, tax, and trust planning topics for internal associates, and professional continuing education seminars.

You will assist Trust Counsel and Baird Trust associates as needed with trust and estate matters.

You will participate on Trust Company projects and/or introduce new initiatives, systems, products/services, and processes.

Responsibilities

• Review trust agreements, amendments, restatements, last will and testaments, codicils and other estate planning documents for legal accuracy, trustee powers and administrative provisions, fiduciary responsibilities, risk exposure, tax-sensitivity guidelines, directed trust language, distribution responsibilities, and other pertinent corporate trustee acceptance standards.
• Work with Baird Financial Advisors, Market Directors, and other PWM associates to answer questions and provide thought leadership for the PWM client base.
• Make presentations on a variety of estate, tax, and trust planning topics for internal associates, and professional continuing education seminars.
• Aid Trust Counsel and Baird Trust associates as needed with trust and estate matters.
• Participate on Trust Company projects and/or introduce new initiatives, systems, products/services, and processes.

Requirements

• Juris Doctorate (JD)
• CFP
• CTFA
• Bachelor’s degree in Economics, Finance, Accounting, or Business Administration
• 5+ years of experience in the trust industry

Qualifications

• Diverse backgrounds and perspectives emphasized
• Strong sense of partnership and teamwork
• Opportunity to grow and be your best at work, at home, and in the community

Skills

• Legal expertise
• Trust administration knowledge
• Communication skills
• Leadership and presentation skills
• Collaboration and teamwork

Benefits

• Unique company culture
• Opportunities for career growth
• Flexible work arrangements
• Community involvement opportunities

Pay

TBD

Schedule

TBD

Benefits

• Health insurance
• Retirement plans
• Employee assistance programs
• Professional development opportunities
• Flexible work arrangements
• Community involvement programs