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 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- $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 #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. 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.
