Senior Trust & Estate Strategist for High-Net-Worth Clients

Baird; Milwaukee (WI); Sur place; USD 150 000 - 190 000; Plein temps

Résumé du poste

Baird Trust Company seeks a Trust Strategist to partner with Baird Financial Advisors and deliver customized trust and investment management solutions. You will guide sophisticated estate and tax planning for high-net-worth clients, collaborating with CPAs, attorneys and specialists to implement strategies and expand fiduciary relationships.

As a trusted expert, you will lead client meetings, prepare materials on current plans and tax strategies, and educate colleagues on the value of Baird

Qualifications

• 10+ years of trust industry experience with high-net-worth clients
• Expertise in trust administration, estate settlement and tax planning
• Knowledge of income taxation for trusts, estates and related entities
• Ability to analyze complex trust-related matters and provide recommendations

Responsabilités

• Serve as the trust and estate planning expert within Baird Trust, supporting advisors and clients
• Educate advisors on trust services and value propositions
• Participate in meetings with clients and professionals to illustrate plans and tax strategies
• Collaborate with CPAs, attorneys and other centers of influence to develop referrals
• Present continuing education on estate, tax and trust topics
• Create materials on trust planning topics and legislative changes
• Lead initiatives and projects within Trust Company and PWM
• Grow future fee appointments naming Baird Trust as fiduciary

Connaissances

Trust administration

Estate settlement

Estate planning

Tax planning

Wealth transfer

Investment concepts

Multi-jurisdictional tax rules

Client relations

Communication

Team leadership

Formation

Juris Doctorate or equivalent

LLM / CFP / CTFA desired

Bachelor's in Economics, Finance, Accounting or Business Administration

Description du poste

Baird Trust Company seeks a Trust Strategist to partner with Baird Financial Advisors and deliver customized trust and investment management solutions. You will guide sophisticated estate and tax planning for high-net-worth clients, collaborating with CPAs, attorneys and specialists to implement strategies and expand fiduciary relationships.

As a trusted expert, you will lead client meetings, prepare materials on current plans and tax strategies, and educate colleagues on the value of Baird