Trust Strategist
$116K - $150K/yr
Juris Doctorate (JD), CFP, CTFA are a plus * Bachelor's degree in Economics, Finance, Accounting, or Business Administration * 5+ year experience in the trust industry preferred Baird is committed to ...
$116K - $150K/yr
Juris Doctorate (JD), CFP, CTFA are a plus * Bachelor's degree in Economics, Finance, Accounting, or Business Administration * 5+ year experience in the trust industry preferred Baird is committed to ...
$116K - $150K/yr
Juris Doctorate (JD), CFP, CTFA are a plus * Bachelor's degree in Economics, Finance, Accounting, or Business Administration * 5+ year experience in the trust industry preferred Baird is committed to ...
... USP, ISO, CTFA, FSA. Knowledge of metric system, NAMSA GLP and/or GMP testing, scientific applications, experimental design, and data evaluation. Ability to work in GLP/GMP environment Working ...
... USP, ISO, CTFA, FSA. Knowledge of metric system, NAMSA GLP and/or GMP testing, scientific applications, experimental design, and data evaluation. Ability to work in GLP/GMP environment Working ...
... USP, ISO, CTFA, FSA. Knowledge of metric system, NAMSA GLP and/or GMP testing, scientific applications, experimental design, and data evaluation. Ability to work in GLP/GMP environment Working ...
... USP, ISO, CTFA, FSA. Knowledge of metric system, NAMSA GLP and/or GMP testing, scientific applications, experimental design, and data evaluation. Ability to work in GLP/GMP environment Working ...
Northwood, OH · On-site
... CTFA, FSA. • Knowledge of metric system, NAMSA GLP and/or GMP testing, scientific applications, experimental design, and data evaluation. • Ability to work in GLP/GMP environment. Working ...
Northwood, OH · On-site
... CTFA, FSA. • Knowledge of metric system, NAMSA GLP and/or GMP testing, scientific applications, experimental design, and data evaluation. • Ability to work in GLP/GMP environment. Working ...
Cincinnati, OH · On-site
CTFA a plus, but not required * JD a plus, but not required #LI-TA1
Cincinnati, OH · On-site
CTFA a plus, but not required * JD a plus, but not required #LI-TA1
Westerville, OH · On-site
Bachelor's degree in finance, business administration, or related field; advanced degree preferably a law degree and/or professional certifications (e.g., CTFA, CFP, CFA preferred) * Extensive ...
Westerville, OH · On-site
Bachelor's degree in finance, business administration, or related field; advanced degree preferably a law degree and/or professional certifications (e.g., CTFA, CFP, CFA preferred) * Extensive ...
Cincinnati, OH · On-site
CTFA a plus, but not required * JD a plus, but not required #LI-TA1 Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard ...
Cincinnati, OH · On-site
CTFA a plus, but not required * JD a plus, but not required #LI-TA1 Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard ...
Northwood, OH · On-site
... CTFA, FSA. • Knowledge of metric system, NAMSA GLP and/or GMP testing, scientific applications, experimental design, and data evaluation. • Ability to work in GLP/GMP environment Working ...
Northwood, OH · On-site
... CTFA, FSA. • Knowledge of metric system, NAMSA GLP and/or GMP testing, scientific applications, experimental design, and data evaluation. • Ability to work in GLP/GMP environment Working ...
Westerville, OH · On-site
Bachelor's degree in finance, business administration, or related field; advanced degree preferably a law degree and/or professional certifications (e.g., CTFA, CFP, CFA preferred) * Extensive ...
Westerville, OH · On-site
Bachelor's degree in finance, business administration, or related field; advanced degree preferably a law degree and/or professional certifications (e.g., CTFA, CFP, CFA preferred) * Extensive ...
Northwood, OH · On-site
$18 - $24/hr
Awareness of applicable guidelines and regulations including, but not limited to USP, ISO, CTFA, FSA. Knowledge of metric system, NAMSA GLP and/or GMP testing, scientific applications, experimental ...
Northwood, OH · On-site
$18 - $24/hr
Awareness of applicable guidelines and regulations including, but not limited to USP, ISO, CTFA, FSA. Knowledge of metric system, NAMSA GLP and/or GMP testing, scientific applications, experimental ...
Westerville, OH · On-site
Bachelor's degree in finance, business administration, or related field; advanced degree preferably a law degree and/or professional certifications (e.g., CTFA, CFP, CFA preferred) * Extensive ...
Quick apply
Westerville, OH · On-site
Bachelor's degree in finance, business administration, or related field; advanced degree preferably a law degree and/or professional certifications (e.g., CTFA, CFP, CFA preferred) * Extensive ...
Northwood, OH · On-site
... CTFA, FSA. • Knowledge of metric system, NAMSA GLP and/or GMP testing, scientific applications, experimental design, and data evaluation. • Ability to work in GLP/GMP environment Working ...
Northwood, OH · On-site
... CTFA, FSA. • Knowledge of metric system, NAMSA GLP and/or GMP testing, scientific applications, experimental design, and data evaluation. • Ability to work in GLP/GMP environment Working ...
Cincinnati, OH · Hybrid
CTFA a plus, but not required * JD a plus, but not required #LI-TA1 Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard ...
Cincinnati, OH · Hybrid
CTFA a plus, but not required * JD a plus, but not required #LI-TA1 Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard ...
... USP, ISO, CTFA, FSA. Knowledge of metric system, NAMSA GLP and/or GMP testing, scientific applications, experimental design, and data evaluation. Ability to work in GLP/GMP environment. Working ...
... USP, ISO, CTFA, FSA. Knowledge of metric system, NAMSA GLP and/or GMP testing, scientific applications, experimental design, and data evaluation. Ability to work in GLP/GMP environment. Working ...
Northwood, OH · On-site
... CTFA, FSA. • Knowledge of metric system, NAMSA GLP and/or GMP testing, scientific applications, experimental design, and data evaluation. • Ability to work in GLP/GMP environment. Working ...
Northwood, OH · On-site
... CTFA, FSA. • Knowledge of metric system, NAMSA GLP and/or GMP testing, scientific applications, experimental design, and data evaluation. • Ability to work in GLP/GMP environment. Working ...
Northwood, OH · On-site
Awareness of applicable guidelines and regulations including, but not limited to USP, ISO, CTFA, FSA. * Knowledge of metric system, NAMSA GLP and/or GMP testing, scientific applications, experimental ...
Northwood, OH · On-site
Awareness of applicable guidelines and regulations including, but not limited to USP, ISO, CTFA, FSA. * Knowledge of metric system, NAMSA GLP and/or GMP testing, scientific applications, experimental ...
... CTFA Upon Hire CFP Upon Hire FINRA SIE Upon Hire Series 6 Upon Hire Series 7 Upon Hire Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all ...
... CTFA Upon Hire CFP Upon Hire FINRA SIE Upon Hire Series 6 Upon Hire Series 7 Upon Hire Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all ...
... CTFA Upon Hire CFP Upon Hire FINRA SIE Upon Hire Series 6 Upon Hire Series 7 Upon Hire Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all ...
... CTFA Upon Hire CFP Upon Hire FINRA SIE Upon Hire Series 6 Upon Hire Series 7 Upon Hire Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all ...
... CTFA Upon Hire CFP Upon Hire FINRA SIE Upon Hire Series 6 Upon Hire Series 7 Upon Hire Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all ...
... CTFA Upon Hire CFP Upon Hire FINRA SIE Upon Hire Series 6 Upon Hire Series 7 Upon Hire Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all ...
Northwood, OH · On-site
Awareness of applicable guidelines and regulations appropriate for primary department, these may include USP, ISO, CTFA, FSA, ICH, EP, and/or JP. * Knowledge of metric system, scientific applications ...
Northwood, OH · On-site
Awareness of applicable guidelines and regulations appropriate for primary department, these may include USP, ISO, CTFA, FSA, ICH, EP, and/or JP. * Knowledge of metric system, scientific applications ...
$37.6K - $44.8K
3% of jobs
$44.8K - $52K
6% of jobs
$52K - $59.2K
2% of jobs
$59.2K - $66.4K
5% of jobs
$69K is the 25th percentile. Wages below this are outliers.
$66.4K - $73.6K
22% of jobs
The median wage is $80K / yr.
$73.6K - $80.9K
13% of jobs
$80.9K - $88.1K
11% of jobs
$88.1K - $95.3K
10% of jobs
$98.1K is the 75th percentile. Wages above this are outliers.
$95.3K - $102.5K
8% of jobs
$102.5K - $109.7K
8% of jobs
$109.7K - $116.9K
13% of jobs
$37.6K
$83.4K
$116.9K
A CTFA is responsible for managing client trusts, estates, and investment accounts, ensuring compliance with legal and regulatory requirements. Daily tasks often include meeting with clients to discuss financial goals, preparing reports, coordinating with attorneys and tax professionals, and executing complex asset transfers. You may also help design estate plans, address beneficiary questions, and review investment performance. The role provides a balance of client interaction, strategic planning, and attention to legal details, working closely with other members of the wealth management team to deliver comprehensive financial solutions.
A Certified Trust and Fiduciary Advisor (CTFA) is a financial professional who specializes in trust administration, estate planning, investment management, and fiduciary responsibilities. They typically work in banks, trust companies, or financial institutions, helping clients manage assets, plan for wealth transfer, and ensure legal compliance. Earning the CTFA designation requires relevant work experience and passing an exam administered by the American Bankers Association (ABA).
To thrive as a Certified Trust and Fiduciary Advisor (CTFA), you need a background in wealth management, trust administration, and a comprehensive understanding of fiduciary laws and regulations, typically supported by a relevant bachelor's degree and CTFA certification. Proficiency with trust accounting software, portfolio management tools, and compliance platforms is common in this role. Strong interpersonal skills, ethical judgment, and attention to detail help professionals effectively serve clients and build lasting relationships. These skills and qualifications are essential for providing sound fiduciary guidance, managing complex client portfolios, and ensuring regulatory compliance.

$116K - $150K/yr
Full-time
Posted 14 days ago
About the Role:
As a Trust Strategist, you will review trust and estate planning documents, provide guidance on trust administration and fiduciary matters, and serve as a thought leader for Baird Financial Advisors, Market Directors, and other PWM associates. You will join a unique culture that values diverse backgrounds and perspectives while emphasizing teamwork and a strong sense of partnership, with opportunities to work side by side with the best in the business and the support and flexibility to grow and be your best at work, at home, and in the community.
The Impact You'll Make:
What You'll Bring to Baird:
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.