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
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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.
