Trust Real Estate and Unique Asset Manager

The experts at Baird Trust offer a broad array of customizable trust and investment management solutions to help clients build, and protect wealth. Whether they’re setting up a trust that provides wealth for the next generation or creating a fund for their philanthropic efforts, our trust officers, and portfolio managers help tailor our client’s plans to meet current needs and their future goals.

• Be responsible for managing all aspects of trust-owned real estate including residential, commercial and vacation properties.

• Oversee all phases of property management including resident relations, repairs and maintenance, and client communication.
• Participate in the review and acceptance of real estate assets as part of a new client relationship.
• Actively participate in negotiations of new leases and renewals.
• Provide real estate asset management expertise and high level of client service for high-net worth clients.
• Manage and set proper client expectations in relations to real estate activity required.
• Consult with Financial Advisors, Trust Officers, clients, and other professionals to review and evaluate the needs of the client and the property.

• Consult with Financial Advisors, Trust Officers, clients, and other professionals to review and evaluate the needs of the client and the property.
• Team of associates passionate about achieving great results for clients and give back to the communities where we live and work
• Unique culture that values diverse backgrounds and perspectives while emphasizing teamwork and a strong sense of partnership

• Bachelor’s degree or 3 years equivalent experience in the real estate industry.
• Experience with the operations of residential or commercial properties including purchasing and selling, and property maintenance.
• Knowledge and experience in the area of law that details the rights and duties of landlords and tenants.
• Knowledge of or experience with drafting, interpreting, revising or otherwise working with contracts and deeds.
• Knowledge of principal and income accounting.

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Baird is committed to inclusion & diversity for our clients, our associates and the communities where we live and work. This commitment stems from our culture of integrity, genuine concern for others and respect for the individual. We view inclusion & diversity as an ongoing journey – one of shared responsibility, continuous improvement and a focus on progress. We invite you to join us as we work together to foster an environment where diversity unites rather than divides us.