Trust Strategist

Baird; Louisville (KY); On-site; USD 90,000 - 120,000; Full time

Job summary

Baird is seeking a Trust Strategist to review trust and estate planning documents, guiding trust administration and fiduciary matters. You will act as a thought leader for Baird Financial Advisors, Market Directors, and PWM associates, contributing to a collaborative culture and opportunities to grow professionally.

Ideal candidates bring a JD (CFP/CTFA a plus), a BA in a related field, and 5+ years in the trust industry, with a demonstrated ability to present complex topics clearly to internal

Qualifications

• Review trust and estate planning documents for legal accuracy.
• Provide guidance on trust administration and fiduciary matters.
• Present on estate, tax, and trust planning topics to internal groups.

Responsibilities

• Review trust agreements, amendments, and related documents for accuracy and fiduciary considerations.
• Collaborate with PWM associates to answer questions and provide thought leadership.
• Make presentations and conduct continuing education seminars for internal stakeholders.

Skills

Estate planning

Fiduciary matters

Presentation skills

Education

Juris Doctorate (JD)

CFP

CTFA

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.

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 neededParticipate 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