Senior Trust & Estate Strategy Lead

bairdSouth Milwaukee, WIyesterday

Occupations

Personal Financial Advisors Investment Fund Managers Treasurers and Controllers

Industries

Trust, Fiduciary, and Custody Activities Trusts, Estates, and Agency Accounts Portfolio Management and Investment Advice

Baird Trust Company seeks a Trust Strategist to act as the trust and estate planning expert, supporting Baird Financial Advisors in deepening relationships with top clients and engaging high-net-worth prospects. You will educate advisors on Baird Trust services, prepare materials illustrating plans and suggested modifications, and collaborate with tax and wealth teams to grow fiduciary relationships.

Apply now

Level

SeniorL5

Location

South Milwaukee, WI

Occupation

Personal Financial Advisors

Industry

Trust, Fiduciary, and Custody Activities

Posted

yesterday

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