Trust Strategist

ROBERT W. BAIRD & CO. INCORPORATED; Louisville (KY); On-site; USD 120,000 - 180,000; Full time

Job summary

ROBERT W. BAIRD & CO. INCORPORATED seeks a Trust Strategist to review trust and estate planning documents, provide fiduciary guidance, and support PWM associates with thought leadership in trust matters.

You will collaborate with Baird Financial Advisors and Market Directors, present on estate and tax topics, assist Trust Counsel, and help launch new trust initiatives and processes across the Trust Company.

Qualifications

• Review trust agreements and related documents for accuracy and fiduciary provisions.
• Advise on trust administration and fiduciary responsibilities with tax sensitivity.
• Present complex topics to internal teams and provide continuing education.
• Assist Trust Counsel and colleagues with trust and estate matters.

Responsibilities

• Review trust agreements, amendments, and other estate planning documents for accuracy.
• Provide guidance on trustee powers, duties, and administrative provisions.
• Collaborate with PWM associates to answer questions and share insights.
• Make internal presentations on estate, tax, and trust topics.
• Support new initiatives, systems, products, and processes in Trust.

Skills

Trust administration

Fiduciary guidance

Client education

Education

Juris Doctorate (JD)

CFP

CTFA

Bachelor’s degree in Economics, Finance, Accounting, or Business Administration

Job description

About the Role:

As a Trust Strategist, you will review trust and estate planning documents, provide guidance on trust administration and fiduciary matters, and serve as a thought leader for Baird Financial Advisors, Market Directors, and other PWM associates. You will join a unique culture that values diverse backgrounds and perspectives while emphasizing teamwork and a strong sense of partnership, with opportunities to work side by side with the best in the business and the support and flexibility to grow and be your best at work, at home, and in the community.

The Impact You'll Make:

• 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


• Partner 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 with trust and estate matters as needed


• Participate in Trust Company projects and/or introduction of new initiatives, systems, products/services and processes

What You'll Bring to Baird:

• 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