Trust Strategy Lead — Estate Planning & Fiduciary Expert

Baird; Milwaukee (WI); On-site; USD 120,000 - 150,000; Full time

Job summary

Baird is seeking a Trust Strategist in Milwaukee to review trust and estate planning documents, guide fiduciary matters, and provide thought leadership across PWM teams. You will collaborate with Financial Advisors, Market Directors, and other PWM colleagues to support estate planning strategies for clients.

Responsibilities include reviewing documents for accuracy, presenting on estate and tax topics, and assisting Trust Counsel on complex matters.

Qualifications

• 5+ year experience in the trust industry preferred.
• Juris Doctorate (JD), CFP, CTFA are a plus
• Bachelor’s degree in Economics, Finance, Accounting, or Business Administration

Responsibilities

• Review trust agreements, amendments, restatements, and other estate planning documents for legal accuracy, trustee powers, administrative provisions, fiduciary responsibilities, risk exposure, tax-sensitivity guidelines, and directed trust language.
• 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 estate, tax, and trust planning topics for internal associates and continuing education seminars.
• Assist Trust Counsel and Baird Trust associates with trust and estate matters as needed.
• Participate in Trust Company projects and new initiatives, systems, products/services, and processes.

Education

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

Juris Doctorate (JD)

CFP

CTFA

Job description

Baird is seeking a Trust Strategist in Milwaukee to review trust and estate planning documents, guide fiduciary matters, and provide thought leadership across PWM teams. You will collaborate with Financial Advisors, Market Directors, and other PWM colleagues to support estate planning strategies for clients.

Responsibilities include reviewing documents for accuracy, presenting on estate and tax topics, and assisting Trust Counsel on complex matters.