Director, Private Trust & Wealth Solutions

Savant Wealth Management; Atlanta (GA); Hybrid; USD 150,000 - 220,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

HSA or FSA

Company-paid life insurance & AD&D

401(k) with company match

Generous paid time off & holidays

Job summary

Savant Wealth Management is seeking a Director of Savant Private Trust to lead and grow our corporate trust offering while serving as a trusted advisor to colleagues, clients, and partners. This role blends estate planning and trust administration with leadership, education, and client engagement to deliver sophisticated trust solutions for high-net-worth families.

You will manage trustee relationships, guide onboarding, and collaborate with wealth professionals across the firm to shape how we

Qualifications

• JD degree required and bar admission in the relevant jurisdiction.
• Meaningful experience with estate planning, trusts, wealth transfer, fiduciary matters, or related legal disciplines.
• Experience serving high-net-worth clients and navigating complex planning situations.
• Excellent communication and relationship-building skills.
• Collaborative, entrepreneurial mindset and ability to build within a growing organization.

Responsibilities

• Lead and grow Savant Private Trust as the primary internal leader.
• Manage relationships with corporate trustee partners and coordinate trust administration.
• Guide onboarding and implementation for new trust relationships.
• Collaborate with advisors, wealth professionals, clients, attorneys, and external partners.
• Educate advisors on trust and estate planning concepts across the firm.
• Support complex estate planning, trust administration, wealth transfer, and business succession matters.
• Serve as a subject matter expert for high-net-worth client situations.
• Identify opportunities to increase awareness and utilization of Savant Private Trust.

Skills

Estate planning

Trusts

Wealth transfer

Communication

Leadership

Education

Juris Doctor (JD)

Job description

Savant Wealth Management is seeking a Director of Savant Private Trust to lead and grow our corporate trust offering while serving as a trusted advisor to colleagues, clients, and partners. This role blends estate planning and trust administration with leadership, education, and client engagement to deliver sophisticated trust solutions for high-net-worth families.

You will manage trustee relationships, guide onboarding, and collaborate with wealth professionals across the firm to shape how we