Trust Strategist

Baird • Nashville, TN

1d

About The Position

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. You will work with Baird Financial Advisors, Market Directors, and other PWM associates to answer questions and provide thought leadership for the PWM client base. You will also make presentations on a variety of estate, tax, and trust planning topics for internal associates and professional continuing education seminars. Additionally, you will assist Trust Counsel and Baird Trust associates as needed with trust and estate matters, and participate on Trust Company projects and/or introduction of new initiatives, systems, products/services and processes.

Requirements

• Bachelor’s degree in Economics, Finance, Accounting, or Business Administration
• 5+ year experience in the trust industry preferred

Nice To Haves

• Juris Doctorate (JD)
• CFP
• CTFA

Responsibilities

• 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

Benefits

• 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 This Job Offers

• Job Type: Full-time
• Career Level: Senior