Juris Doctorate (JD) or equivalent degree preferred.
Bachelor's degree in Economics, Finance, Accounting, or Business Administration required.
5+ years of experience in the trust industry preferred.
Certifications such as CFP or CTFA are advantageous.
Strong understanding of estate planning, fiduciary responsibilities, and tax-sensitive guidelines.
Responsibilities
Review estate planning documents for legal accuracy and compliance.
Collaborate with financial advisors to provide strategic guidance.
Deliver presentations on trust and estate planning topics.
Support Trust Counsel and associates with various trust matters.
Contribute to Trust Company projects and new initiatives.
Benefits
Professional development and continuing education opportunities.
Collaborative work environment with financial and trust experts.
Exposure to a diverse range of estate and tax planning scenarios.
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.
