Charitable Solutions Officer III

Baird • Milwaukee, WI

7d • Hybrid

About The Position

About the Role: We are seeking a highly motivated and experienced Charitable Solutions Officer III to join our team. The ideal candidate will be responsible for managing a book of business while providing mentorship and support to our Charitable Solutions Officers. This role requires a background in charitable giving principles, excellent communication skills, and the ability to work collaboratively in a fast-paced environment. This position offers flexibility with a hybrid work setup, with 4 days per week in our Milwaukee office and 1 day remote. The Impact You’ll Make: Develop and implement charitable giving strategies for clients, including family foundations, donor-advised funds, and charitable trusts. Manages a book of client accounts including investment agent accounts, split-interest trusts, and private foundations. Collaborate with clients, attorneys, and financial advisors to develop and execute charitable giving plans. Provide exceptional service to clients, addressing their needs and concerns promptly and professionally. Conduct research and analysis on charitable giving trends and best practices. Prepare and present reports on charitable giving activities and outcomes. Ensure accurate and timely record-keeping and reporting for all charitable giving activities. Assist in the development and implementation of marketing and outreach strategies to promote charitable giving services. Participate in client meetings and presentations to provide expertise on charitable giving strategies. Continuously improve processes and procedures to enhance efficiency and effectiveness. What You’ll Bring to Baird: High School diploma required or an equivalent combination of education, training, or experience. Post secondary degree preferred. 5-7 years minimum experience in either a financial services or nonprofit development related industry. CAP® a plus Strong knowledge of charitable giving strategies and trust administration. Excellent communication and interpersonal skills. Ability to manage multiple projects and meet deadlines. Proficiency in Microsoft Office Suite and trust administration software. Strong analytical and problem-solving skills. Ability to work independently and as part of a team. Attention to detail and a commitment to quality. 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. Baird is an employee-owned, international financial services firm specializing in wealth management, capital markets, private equity and asset management. Our mission is straightforward. We strive “to provide the best financial advice and service to our clients and be the best place to work for all.” Our culture is like no other with extraordinary people who make Baird great for our clients and one another. Nationally recognized as a great place to work since 2004, we invite you to learn more about Baird, our culture and our people. Baird is committed to inclusion & diversity for our clients, our associates and the communities where we live and work. This commitment stems from our culture of integrity, genuine concern for others and respect for the individual. We view inclusion & diversity as an ongoing journey – one of shared responsibility, continuous improvement and a focus on progress. We invite you to join us as we work together to foster an environment where diversity unites rather than divides us.

Requirements

• High School diploma required or an equivalent combination of education, training, or experience.
• 5-7 years minimum experience in either a financial services or nonprofit development related industry.
• Strong knowledge of charitable giving strategies and trust administration.
• Excellent communication and interpersonal skills.
• Ability to manage multiple projects and meet deadlines.
• Proficiency in Microsoft Office Suite and trust administration software.
• Strong analytical and problem-solving skills.
• Ability to work independently and as part of a team.
• Attention to detail and a commitment to quality.

Nice To Haves

• Post secondary degree preferred.
• CAP® a plus

Responsibilities

• Develop and implement charitable giving strategies for clients, including family foundations, donor-advised funds, and charitable trusts.
• Manages a book of client accounts including investment agent accounts, split-interest trusts, and private foundations.
• Collaborate with clients, attorneys, and financial advisors to develop and execute charitable giving plans.
• Provide exceptional service to clients, addressing their needs and concerns promptly and professionally.
• Conduct research and analysis on charitable giving trends and best practices.
• Prepare and present reports on charitable giving activities and outcomes.
• Ensure accurate and timely record-keeping and reporting for all charitable giving activities.
• Assist in the development and implementation of marketing and outreach strategies to promote charitable giving services.
• Participate in client meetings and presentations to provide expertise on charitable giving strategies.
• Continuously improve processes and procedures to enhance efficiency and effectiveness.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED
• Number of Employees: 5,001-10,000 employees