Robert W. Baird

Trust Strategist

Robert W. Baird • $80K — $120K *
Cincinnati, OH 45238Hybrid
Legal & Accounting
5 - 7 years of experience
Today
Be an Early Applicant
Job Overview by Ladders

Qualifications

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

Responsibilities

  • Review legal documents related to trusts and estate planning for accuracy and compliance
  • Collaborate with financial advisors to address client inquiries and provide expert guidance
  • Deliver presentations on estate, tax, and trust planning topics for both internal and external audiences
  • Support Trust Counsel and Trust associates with various estate and trust matters
  • Engage in Trust Company projects and new initiative development

Benefits

  • Professional development opportunities through continuing education
  • Collaborative environment with financial advisors and trust specialists
  • Involvement in innovative projects and initiatives within the company
  • Access to a broad client base in Private Wealth Management (PWM)
  • Potential for career growth within the Trust Company and wealth management sector
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

#LI-TA1

About Robert W. Baird

Robert W. Baird & Co. is an employee-owned, international wealth management, capital markets, private equity, and asset management firm with offices in the United States, Europe, and Asia. Baird offers investment banking, institutional sales and trading, research coverage, corporate services, and wealth management. The firm has approximately 4,600 associates serving the needs of individual, corporate, institutional, and municipal clients and more than $305 billion in client assets as of December 31, 2020.
Learn more about Robert W. Baird
Size
4,600 employees
Industry
Finance & Insurance
* Ladders Estimates

Similar Jobs

Ad banner background

Get Ready For Your
Next Interview

More Jobs at Robert W. Baird

  • Robert W. Baird
    Trust Strategist
    $91K — $126K *
    Seattle, WA 98115 (King County)
    Today
    Finance & Insurance
    Hybrid
  • Robert W. Baird
    Trust Strategist
    $80K — $120K *
    Milwaukee, WI 53215 (Milwaukee County)
    Today
    Legal & Accounting
    Hybrid
  • Robert W. Baird
    Trust Strategist
    $80K — $120K *
    Cincinnati, OH 45238 (Hamilton County)
    Today
    Legal & Accounting
    Hybrid
  • Robert W. Baird
    Trust Strategist
    $80K — $120K *
    Louisville, KY 40214 (Jefferson County)
    Today
    Legal & Accounting
    Hybrid
  • Robert W. Baird
    Trust Strategist
    $80K — $120K *
    Nashville, TN 37211 (Davidson County)
    Today
    Legal & Accounting
    Hybrid

More Legal & Accounting Jobs

Find similar Trust Strategist jobs:

NationwideCincinnati, OH