Robert W. Baird

Trust Strategist

Robert W. Baird • $80K — $120K *
Milwaukee, WI 53215Hybrid
Legal & Accounting
5 - 7 years of experience
Today
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Job Overview by Ladders

Qualifications

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

Responsibilities

  • Review trust agreements and related documents for legal accuracy and compliance
  • Collaborate with financial advisors and associates to address client inquiries
  • Present on estate, tax, and trust planning topics for internal and external audiences
  • Assist Trust Counsel and Trust associates with estate matters as needed
  • Engage in Trust Company projects and the introduction of new initiatives

Benefits

  • Opportunity for professional development through continuing education seminars
  • Collaborative work environment with financial advisors and market leaders
  • Involvement in launching new products and services in trust management
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

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