Trust Strategist

ROBERT W. BAIRD & CO. INCORPORATED; Seattle (WA); On-site; USD 91,800 - 126,000; Full time

Benefits offered by this job

Total Rewards at Baird

Bonus potential up to 20% of base pay

Job summary

ROBERT W. BAIRD & CO. INCORPORATED in Seattle is seeking a Trust Strategist to review trust and estate 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 culture that values diverse backgrounds and perspectives, with opportunities to collaborate with the best in the business and support to grow professionally within the firm’s trusted network.

Qualifications

• Juris Doctorate or equivalent is a plus.
• Bachelor’s degree in Economics, Finance, Accounting, or Business Administration.
• 5+ years of experience in the trust industry preferred.
• CFP and CTFA credentials are a plus.

Responsibilities

• Review trust agreements, amendments, and estate planning documents for accuracy and fiduciary compliance.
• Provide guidance on trust administration, fiduciary responsibilities, and tax considerations.
• Partner with PWM associates to answer questions and offer thought leadership to clients.
• Present on estate, tax, and trust planning topics for internal and external audiences.
• Support Trust Counsel and Trust associates on complex matters and initiatives.

Skills

Trust administration

Fiduciary guidance

Thought leadership

Education

Juris Doctorate (JD)

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

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.

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

Compensation and Benefits:

• Pay range for Seattle, WA: $91,800 - $126,000 annual salary
• 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