Trust Strategist

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 Youll 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 Youll Bring to Baird:

• Juris Doctorate (JD) CFP CTFA are a plus
• Bachelors degree in Economics Finance Accounting or Business Administration
• 5 year experience in the trust industry preferred

Compensation and Benefits:

• Pay range for Seattle WA: $91800 - $126000 annual salary
• Bonus potential up to 20% of base pay
• Compensation and bonus are commensurate with location experience performance and/or firm profitability
• Check out our Total Rewards at Baird which is a summary of our benefits and compensation

#LI-TA1

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.