Baird

1 day ago

Trust Strategist

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 8 hours agoStatus: Live

Job Summary

Review and evaluate trust and estate planning documents for legal accuracy, trustee powers, administrative provisions, fiduciary responsibilities, risk exposure, and tax-sensitivity guidelines. Partner with Baird Financial Advisors and other PWM colleagues to support client questions and thought leadership, deliver estate/tax/trust presentations and continuing education seminars, assist Trust Counsel with trust and estate matters, and contribute to Trust Company projects and new initiatives.

Location: Louisville, Cincinnati, Nashville, Milwaukee

Workplace: Hybrid

Employment Type: Full time

Job Function: Legal, Risk & Compliance

Seniority: Mid level

Key Responsibilities

•Review trust agreements, amendments, restatements, and other estate planning documents for legal accuracy, trustee powers, fiduciary responsibilities, risk exposure, and tax-sensitivity guidelines.
•Collaborate with Baird Financial Advisors, Market Directors, and other PWM associates to answer client questions and provide thought leadership.
•Deliver presentations and continuing education seminars on estate, tax, and trust planning topics for internal associates and professionals.
•Assist Trust Counsel and Baird Trust associates with trust and estate matters as needed.
•Participate on Trust Company projects and help introduce new initiatives, systems, products/services, and processes.

Key Requirements

•Bachelor’s degree in Economics, Finance, Accounting, or Business Administration.
•5+ years of experience in the trust industry (preferred).
•Juris Doctorate (JD) (CFP and CTFA are a plus).
•Ability to review trust and estate planning documents for legal accuracy and fiduciary responsibilities.
•Willingness to support Trust Counsel and trust associates with trust and estate matters as needed.

Experience:5+ yearsTrust industryEstate planning

Education:Bachelor's in Economics, Finance, Accounting, or Business Administration

Skills:TeamworkPresentationsThought leadershipClient supportAttention to detail

Certifications:CFPCTFAJuris Doctorate (JD)

Company Brief

Baird

Robert W. Baird & Co. is an employee-owned financial services firm providing wealth management, investment banking, asset management, and capital markets services to individuals, institutions, and corporations across the U.S. and internationally.

Industry: Wealth Management

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Established Company

Headquarters: Milwaukee, United States

Founded: 1919

Website LinkedIn

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Baird

1 day ago

Trust Strategist

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 8 hours agoStatus: Live

Job Summary

Location: Louisville, Cincinnati, Nashville, Milwaukee

Workplace: Hybrid

Employment Type: Full time

Job Function: Legal, Risk & Compliance

Seniority: Mid level

Key Responsibilities

•Review trust agreements, amendments, restatements, and other estate planning documents for legal accuracy, trustee powers, fiduciary responsibilities, risk exposure, and tax-sensitivity guidelines.
•Collaborate with Baird Financial Advisors, Market Directors, and other PWM associates to answer client questions and provide thought leadership.
•Deliver presentations and continuing education seminars on estate, tax, and trust planning topics for internal associates and professionals.
•Assist Trust Counsel and Baird Trust associates with trust and estate matters as needed.
•Participate on Trust Company projects and help introduce new initiatives, systems, products/services, and processes.

Key Requirements

•Bachelor’s degree in Economics, Finance, Accounting, or Business Administration.
•5+ years of experience in the trust industry (preferred).
•Juris Doctorate (JD) (CFP and CTFA are a plus).
•Ability to review trust and estate planning documents for legal accuracy and fiduciary responsibilities.
•Willingness to support Trust Counsel and trust associates with trust and estate matters as needed.

Experience:5+ yearsTrust industryEstate planning

Education:Bachelor's in Economics, Finance, Accounting, or Business Administration

Skills:TeamworkPresentationsThought leadershipClient supportAttention to detail

Certifications:CFPCTFAJuris Doctorate (JD)

Company Brief

Baird

Industry: Wealth Management

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Established Company

Headquarters: Milwaukee, United States

Founded: 1919

Website LinkedIn