Trust Strategist

Baird; Seattle (WA); On-site; USD 91,800 - 126,000; Full time

Job summary

Baird is seeking a Trust Strategist to review trust agreements, amendments, and related documents for accuracy, fiduciary duties, and tax considerations. You will collaborate with Baird PWM teams to provide guidance for the client base and support internal education initiatives.

The role involves presenting on estate, tax, and trust planning topics to internal associates and continuing education seminars, as well as assisting Trust Counsel with various matters.

Qualifications

• JD/CFP/CTFA credentials preferred.
• Bachelor’s degree in Economics, Finance, Accounting, or Business Administration is required.
• 5+ years of experience in the trust industry preferred.

Responsibilities

• Review trust agreements and related documents for accuracy and fiduciary provisions.
• Collaborate with PWM associates to answer questions and provide thought leadership for clients.
• Present estate, tax, and trust planning topics for internal associates and seminars.
• Assist Trust Counsel and Trust associates with trust and estate matters as needed.
• Participate in Trust Company projects and introduce new initiatives, systems, products/services and processes.

Skills

Juris Doctorate (JD)

CFP

CTFA

Education

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

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