Estate & Trust Strategy Advisor
ROBERT W. BAIRD & CO. INCORPORATED
ROBERT W. BAIRD & CO. INCORPORATED in Seattle is seeking a Trust Strategist to review trust and estate 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 culture that values diverse backgrounds and perspectives, with opportunities to collaborate with the best in the business and support to grow professionally within the firm’s trusted network. #J-18808-Ljbffr ROBERT W. BAIRD & CO. INCORPORATED
$91.8k - $126k
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...SuggestedWork from home- Amazon is seeking a Communications Specialist for the Selling Partner Services Communications team, focusing on trust and reputation management. The role demands strong writing, media relations instincts, and the ability to handle complex topics in a fast-paced environment...Suggested
- A technology solutions company is seeking a Staff Consultant to support DoD efforts in cyber security and Zero Trust initiatives. The ideal candidate will hold a Bachelor's degree in a related field, possess an Active Secret security clearance, and have experience with...Suggested
- Citrix, a business unit of Cloud Software Group, is seeking a Principal Security Technology Strategist to advance secure access and zero-trust solutions across North America. You will collaborate with account teams and the Security BU to embed deeper security DNA and...Suggested
$56.1k - $72k
...Baird Trust Role Baird Trust is growing by introducing Baird financial advisors and their clients to our first-class trust services. The Trust Strategist and Legal Administrative... ...to Baird Trust or add Baird Trust to their estate plan. This role helps ensure the financial...SuggestedTemporary work$25 - $38.46 per hour
...Service Associate works in a Salesforce task environment to provide trust administration to support the assigned Trust Officer(s)/... ...Trust Operations, Trust Tax, Revenue Administration and Trust Real Estate to ensure completion. Reads and understands Trust Agreements...Hourly payWork experience placementWork at officeFlexible hours- ...realization.Our Migration team combines strategy, frameworks, accelerators, and deep technical... ...deliver migration solutions that build trust in modern systems, strengthen data... ...performance.* Serve as the senior migration advisor for executive steering committees and governance...Temporary workLocal area
$94k - $175k
...beneficiaries.Obtain and reviews and monitors all estate planning documents periodically to ensure... ...serves as trustee.Identifies any potential trust and estate tax-related issues and works with the client and external advisors to resolve.Collaborate with external client...Full timeWork experience placementWork at officeLocal areaFlexible hours$163.6k - $221.3k
...Advise senior leaders in business and HR to develop the workforce strategy that supports the business objectives• Partner with HRBPs and... ...scenarios with embedded AI-driven recommendations• Earns trust with Amazon senior leaders with executive influencing skills to...Flexible hours$165k - $345k
...Strategist serves as the lead advisor for Ultra High Net Worth (... ...management, wealth planning, trust services, and banking solutions... ...orchestrating complex financial strategies and delivering a white-glove... ...of tax, investment, estate planning, and philanthropic strategies...Full timeWork at officeFlexible hoursNight shift$98k - $110k
...Work WithSlalom is seeking a Corporate Strategist to join our Strategy team. Our Strategy team helps organizations of all kinds redefine... ...ways of working, and new products and services to life. We are trusted by leaders across the Global 1000, many successful enterprise...Temporary workLocal area$193.6k - $261.9k
...Amazon's Corporate Strategy Group is seeking a Principal, Corporate Strategist to drive the strategic direction and commercial optimization... ...any of them. The Corporate Strategy Group is a small, high-trust team that operates with significant autonomy.Key job responsibilities...WorldwideFlexible hours- ...enabled learning reinvention, capability transformation, skills strategy, and workforce performance.You are:A learning strategy... ...with rigor and produce the quality of output that makes clients trust Accenture to come back. You build strong relationships with your...Full timeLive inWork at officeLocal areaShift work
$116k - $216k
...advises clients on appropriate investment strategies and constructs and customizes... ...and further position Key as the client's trusted advisor. Interfaces with other Key Private Bank... ...integrated with all other client plans (tax, estate planning, retirement, etc.)....Work experience placementWork at officeFlexible hours- ...capability. Our broad range of services, solutions and assets across Strategy & Consulting, Technology, Operations, Industry X and Song,... ...360 value, enable us to help our clients reinvent and build trusted, lasting relationships. We measure our success by the 360 value...Full timeWork experience placementLive inWork at officeLocal area
- ...technology and experience platforms; creative, media and marketing strategy; and campaign, content and channel orchestration. With strong... ...360 value, enable us to help our clients reinvent and build trusted, lasting relationships. We measure our success by the 360 value...Full timeLive inWork at officeLocal area
- ...will translate complex technical issues into clear updates, consolidate cross-functional information, and help shape strategies that protect customer trust and drive service resilience. As part of a 24/7 operation, you may rotate on-call duties and work with broad...
$148.75k - $201.25k
Principal Strategy & Innovation Consultant Hybrid role (3 days/week in office) in Portland, OR; Renton, WA; Boise, ID; Salt Lake City,... ...organizational goals into actionable plans. The role involves serving as a trusted thought partner to senior leaders, providing clarity to complex...Work at officeRemote workRelocation3 days per week$132.7k - $206.8k
...infrastructure Assist in documentation and coordination for AI Surface Strategy initiatives across various strategic AI partners Help... ...Life at Docusign Working here Docusign is committed to building trust and making the world more agreeable for our employees,...Permanent employmentFull timeContract workWork at officeLocal areaRemote work2 days per week- ...Communications & Social Strategist to shape how the world experiences our company. You’ll own executive communications and social strategy, building trust and conversation around our founders and brand. This is a hands-on role—write, film, publish, and iterate daily to define...
$134.75k - $287.91k
...success together. Here, ambition meets action. Tech meets trust. And innovation isn’t a buzzword — it’s a way of life.... ...Strategists - Strategic Builders who are customer‑facing advisors, who define AI strategy, shape agentic solutions, and drive measurable adoption for...- ...a pricing approver; you are a strategic advisor who deeply understands the fundamental economics... ...commitments, defend our pricing strategies, and negotiate SLA penalties directly with... ...Sales Partnership: Act as a highly trusted advisor to the North American sales team...Contract workFlexible hours
- ...Engineers for that, and your job is never to stand between them and the customer. You do need enough technical range that engineers trust your judgment and customers trust your answers. There is no fixed path into this role and no single background that produces a great...Immediate startShift workDay shift
$150k
...orchestration, and execution. Design an ultra-lightweight, ultra-high-leverage product experience that consistently wins the engagement, trust, and spend of the most powerful consumer cohort in history. Opportunity Play a foundational role in building the future of high-...Full timeWork at officeLocal areaRemote workRelocation packageFlexible hours$150k
...students require more than oversight. They require a mentor they can trust—one whose personal accomplishments model the standard, who can... ...consistency, and documenting individualized motivation strategies What You Won't Be Doing Delivering lessons, creating curricula,...Full timeWork at officeImmediate startRemote workRelocation packageDay shift$66.85k - $100.28k
Washington Trust Bank is seeking an SBA Specialist to manage SBA transactions and support Relationship Managers. The role involves implementing loan strategies, providing educational resources, and managing relationships with diverse clients. Required qualifications include...$169.62k - $237.47k
...architects New Glenn’s business model and aligns product strategy to market needs and internal Blue Origin business requirements... ...model. The Principal Business Strategist serves as a trusted strategic advisor to the SVP of New Glenn, delivering high‑impact analysis and...Permanent employmentTemporary workWork experience placementLocal areaShift work$150k - $165k
...ll shape how the world experiences our company and the people building it. You'll own executive communications and social strategy, building trust and conversation around our founders and our brand. This is a hands-on role. You'll set the strategy, then write, film, publish...Work at officeFlexible hoursShift work3 days per week$77k - $202k
.... These individuals analyse client needs, develop operational strategies, and offer guidance and support to help clients streamline processes... ...evaluate these factors thoughtfully to establish a secure and trusted workplace for all.Applications will be accepted until the...Full timeH1b$70k - $130k
...States who are collaborating directly with Financial Advisors and their clients. What will you do? Work... ...resource for external Wealth Strategists for tax and estate planning, business succession planning, trust and charitable planning issues affecting HNW and UHNW...Temporary workFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Estate & Trust Strategy Advisor. Be the first to apply!
- account strategist Seattle, WA
- senior brand strategist Seattle, WA
- strategist Seattle, WA
- strategy consultant Seattle, WA
- investment strategist Seattle, WA
- media strategist Seattle, WA
- communications strategist Seattle, WA
- brand strategist Seattle, WA
- design strategist Seattle, WA
- business strategist Seattle, WA
