Robert W. Baird

Trust Strategist

Robert W. Baird • $91K — $126K *
Seattle, WA 98115In-Person
Legal & Accounting
5 - 7 years of experience
Today
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Job Overview by Ladders

Qualifications

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

Responsibilities

  • Review trust agreements and estate planning documents for legal accuracy and compliance
  • Collaborate with Baird Financial Advisors and PWM associates to provide expert support
  • Present on estate, tax, and trust planning topics at seminars and internal events
  • Assist Trust Counsel and associates with various trust and estate matters
  • Engage in Trust Company projects, including new initiatives and systems

Benefits

  • A unique culture that values diverse perspectives and teamwork
  • Career development alongside top professionals in the industry
  • Flexibility and support for personal, professional, and community growth
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 makes this opportunity great:
  • Unique culture that values diverse backgrounds and perspectives while emphasizing teamwork and a strong sense of partnership
  • Compelling careers working side by side with the best in the business
  • Support & flexibility to grow and be your best at work, at home, and in the community


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


Compensation and Benefits:
  • Pay Range for Seattle, WA- $91,800 -$126,000 annual salary range
  • Bonus potential up to 20% of base pay
  • Compensation and bonus are commensurate with location, experience, performance and/or firm profitability
  • Check out our Total Rewards at Baird, which is a summary of our benefits and compensation


#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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