Trust Strategist

Baird; Nashville (TN); On-site; USD 90,000 - 120,000; Full time

Job summary

Baird in Nashville seeks a Trust Strategist to review trust and estate planning documents, advise on fiduciary matters, and support PWM teams with thought leadership and education.

The role emphasizes collaboration, professional growth, and delivering trusted guidance across the firm, with opportunities to work alongside industry leaders and contribute to innovative trust initiatives. This position requires JD or equivalent preferred and experience in the trust industry.

Qualifications

• JD or equivalent preferred.
• Bachelor’s degree in Economics, Finance, Accounting, or Business Administration.
• 5+ years of experience in the trust industry preferred.

Responsibilities

• Review trust agreements, amendments, restatements, wills, codicils, and related documents for accuracy and fiduciary provisions.
• Provide guidance on trust administration and fiduciary matters to PWM teams.
• Partner with Baird Financial Advisors, Market Directors, and PWM associates to answer questions and share thought leadership.
• Make presentations on estate, tax, and trust planning topics for internal associates and seminars.
• Assist Trust Counsel and Trust associates with trust and estate matters.
• Participate in Trust Company projects and new initiatives, systems, products/services and processes.

Skills

Trust industry experience

Education

Juris Doctorate (JD) or equivalent

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