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Senior Trust & Estate Strategy Lead

Listing for: Baird
Full Time position Listed on 2026-11-14
Job specializations:
Salary/Wage Range or Industry Benchmark: 120000 - 170000 USD Yearly USD 120000.00 170000.00 YEAR

Job Description & How to Apply Below

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.

The Senior Trust & Estate Strategy Lead role at Baird is now open for applications in Milwaukee, WI, United States.

As a Senior Trust & Estate Strategy Lead, you will play an important part at Baird in Milwaukee, WI, United States.

We invite applications for the Senior Trust & Estate Strategy Lead position located in Milwaukee, WI, United States.

The following position is for a Senior Trust & Estate Strategy Lead with Baird.

Position Requirements

10+ Years work experience
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