Juris Doctorate (JD), CFP, CTFA are preferred qualifications.
Bachelor's degree in Economics, Finance, Accounting, or Business Administration required.
5+ years of experience in the trust industry preferred.
Responsibilities
Review estate planning documents for legal accuracy and fiduciary compliance.
Collaborate with Financial Advisors and market leaders to support client inquiries.
Deliver presentations on estate, tax, and trust planning topics.
Support Trust Counsel and associates with estate matters as required.
Engage in Trust Company projects to introduce new initiatives and systems.
Benefits
Professional development opportunities in trust and estate planning.
Participation in continuing education seminars and presentations.
Collaboration with experienced financial professionals.
Variety of projects that promote innovation in trust services.
Full Job Description
As a Trust Strategist 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
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
Assist Trust Counsel and Baird Trust associates as needed with trust and estate matters
Participate on Trust Company projects and/or introduction of new initiatives, systems, products/services and processes
What we look for:
Juris Doctorate (JD), CFP, CTFA are a plus
Bachelor's degree in Economics, Finance, Accounting, or Business Administration
5+ year experience in the trust industry preferred
