About this opportunity
Baird lists this Trust Strategist opportunity in cincinnati, Ohio. Review the employer’s description below for duties, qualifications and application requirements.
Job description
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.
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.
Worksite address
cincinnati, OH, 45208, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.