Trust Strategist

Baird Seattle, United States

Posted 17 hours ago Permanent $91k - $126k

Trust Strategist

As a Trust Strategist you will:

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
Work 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 as needed with trust and estate matters
Participate on Trust Company projects and/or introduction of new initiatives, systems, products/services and processes

What makes this opportunity great:

Unique culture that values diverse backgrounds and perspectives while emphasizing teamwork and a strong sense of partnership
Compelling careers working side by side with the best in the business
Support & flexibility to grow and be your best at work, at home, and in the community

What we look for:

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

Compensation and Benefits:

Pay Range for Seattle, WA- $91,800 -$126,000 annual salary range
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

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Job ID R2026793

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