Trust Strategy Lead for Fiduciary Excellence

Baird; Cincinnati (OH); On-site; USD 90,000 - 140,000; Full time

Job summary

Baird is seeking a Trust Strategist in Cincinnati, OH to review trust and estate documents, advise on administration, and serve as a thought leader for PWM teams. You will work with Baird Financial Advisors and Market Directors to share expertise on fiduciary matters.

The role emphasizes collaboration, leadership in estate planning topics, and involvement in internal education and process initiatives. A strong background in trust law and governance is preferred.

Qualifications

• Juris Doctorate (JD) or related certifications are a plus.
• Bachelor’s degree in Economics, Finance, Accounting, or Business Administration.
• 5+ years of experience in the trust industry.

Responsibilities

• Review trust and estate planning documents for accuracy and fiduciary compliance.
• Provide guidance on trust administration and fiduciary matters.
• Serve as thought leader for PWM associates and Financial Advisors.
• Contribute to trust company projects and new initiatives.

Skills

Trust knowledge

Fiduciary governance

Education

Juris Doctorate (JD)

CFP

CTFA

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

Job description

Baird is seeking a Trust Strategist in Cincinnati, OH to review trust and estate documents, advise on administration, and serve as a thought leader for PWM teams. You will work with Baird Financial Advisors and Market Directors to share expertise on fiduciary matters.

The role emphasizes collaboration, leadership in estate planning topics, and involvement in internal education and process initiatives. A strong background in trust law and governance is preferred.