Trust Strategist

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.

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

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