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Trust Strategist

Robert W. Baird & Co. IncorporatedLouisville, KY
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Overview

Schedule
Full-time
Education
CPA
Career level
Senior-level
Remote
On-site
Benefits
Career Development
Health & Wellness Programs

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

Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.

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FAQs About Trust Strategist Jobs at Robert W. Baird & Co. Incorporated

What is the work location for this position at Robert W. Baird & Co. Incorporated?
This job at Robert W. Baird & Co. Incorporated is located in Louisville, KY, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.
What pay range can candidates expect for this role at Robert W. Baird & Co. Incorporated?
Employer has not shared pay details for this role.
What employment applies to this position at Robert W. Baird & Co. Incorporated?
Robert W. Baird & Co. Incorporated lists this role as a Full-time position.
What experience level is required for this role at Robert W. Baird & Co. Incorporated?
Robert W. Baird & Co. Incorporated is looking for a candidate with "Senior-level" experience level.
What education level is required for this job?
The education requirement for this position is CPA. Candidates with relevant qualifications or equivalent experience may also be considered.
What benefits are offered by Robert W. Baird & Co. Incorporated for this role?
Robert W. Baird & Co. Incorporated offers following benefits: Career Development and Health & Wellness Programs for this position. Actual benefits may vary depending on the employer's policies and employment terms.
What is the process to apply for this position at Robert W. Baird & Co. Incorporated?
You can apply for this role at Robert W. Baird & Co. Incorporated either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.