Juris Doctorate (JD) preferred; CFP and CTFA certifications are a plus
Bachelor's degree in Economics, Finance, Accounting, or Business Administration
5+ years of experience in the trust industry preferred
Responsibilities
Review and assess legal documents related to trusts and estate planning
Collaborate with financial advisors to provide expert guidance to clients
Deliver presentations on estate, tax, and trust planning topics
Support Trust Counsel and associates with trust and estate matters
Engage in Trust Company projects and introduce new initiatives
Benefits
Bonus potential up to 20% of base pay
Access to a comprehensive summary of benefits via Total Rewards at Baird
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
Compensation and Benefits:
Pay Range for Seattle, WA- $91,800 -$126,000 annual salary range
Bonus potential up to 20% of base pay
Compensation and bonus are commensurate with location, experience, performance and/or firm profitability
Check out our Total Rewards at Baird , which is a summary of our benefits and compensation
