Robert W. Baird

Trust Strategist

Robert W. Baird • $80K — $120K *
Nashville, TN 37211In-Person
Finance & Insurance
5 - 7 years of experience
Today
Be an Early Applicant
Job Overview by Ladders

Qualifications

  • Juris Doctorate (JD), CFP, CTFA preferred
  • Bachelor's in Economics, Finance, Accounting, or Business Administration
  • 5+ years of experience in trust industry
  • Strong understanding of estate planning documents
  • Excellent communication and presentation skills

Responsibilities

  • Review trust agreements and estate planning documents for legal accuracy
  • Collaborate with financial advisors to support PWM clients
  • Deliver presentations on estate and tax planning topics
  • Assist Trust Counsel with trust and estate matters
  • Contribute to Trust Company projects and new initiatives

Benefits

  • Professional development opportunities
  • Collaborative work environment
  • Supportive team culture
  • Access to a wide range of resources and industry expertise
  • Engagement in innovative projects and systems
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

More Finance & Insurance Jobs

Find similar Trust Strategist jobs:

NationwideNashville, TN