Charitable Solutions Officer III

Baird Private Wealth Management combines national scale with a culture centered on meaningful relationships – among clients, advisors and team members.

Milwaukee, WI
Baird Trust
R20251405
Hybrid

About the Role:

We are seeking a highly motivated and experienced Charitable Solutions Officer III to join our team. The ideal candidate will be responsible for managing a book of business while providing mentorship and support to our Charitable Solutions Officers. This role requires a background in charitable giving principles, excellent communication skills, and the ability to work collaboratively in a fast-paced environment.

This position offers flexibility with a hybrid work setup, with 4 days per week in our Milwaukee office and 1 day remote.

The Impact You’ll Make:

• Develop and implement charitable giving strategies for clients, including family foundations, donor-advised funds, and charitable trusts.
• Manages a book of client accounts including investment agent accounts, split-interest trusts, and private foundations.
• Collaborate with clients, attorneys, and financial advisors to develop and execute charitable giving plans.
• Provide exceptional service to clients, addressing their needs and concerns promptly and professionally.
• Conduct research and analysis on charitable giving trends and best practices.
• Prepare and present reports on charitable giving activities and outcomes.
• Ensure accurate and timely record-keeping and reporting for all charitable giving activities.
• Assist in the development and implementation of marketing and outreach strategies to promote charitable giving services.
• Participate in client meetings and presentations to provide expertise on charitable giving strategies.
• Continuously improve processes and procedures to enhance efficiency and effectiveness.

What You’ll Bring to Baird:

• High School diploma required or an equivalent combination of education, training, or experience. Post secondary degree preferred.
• 5-7 years minimum experience in either a financial services or nonprofit development related industry.
• CAP® a plus
• Strong knowledge of charitable giving strategies and trust administration.
• Excellent communication and interpersonal skills.
• Ability to manage multiple projects and meet deadlines.
• Proficiency in Microsoft Office Suite and trust administration software.
• Strong analytical and problem-solving skills.
• Ability to work independently and as part of a team.
• Attention to detail and a commitment to quality.