Juris Doctorate (JD) preferred; CFP, CTFA certifications are a plus.
Bachelor's degree in Economics, Finance, Accounting, or Business Administration.
5+ years of experience in the trust industry is preferred.
Responsibilities
Review estate planning documents for legal accuracy and fiduciary responsibilities.
Collaborate with Financial Advisors and associates to provide insights for PWM client base.
Deliver presentations on estate, tax, and trust planning for internal education and seminars.
Support Trust Counsel and associated teams on trust and estate matters.
Engage in Trust Company projects and assist in implementing new initiatives.
Benefits
Opportunities for professional development and continuing education.
Collaborative work environment with experienced financial professionals.
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.
