Director, Savant Private Trust

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

Help build the future of corporate trust and estate solutions at one of the nation's leading RIAs. 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 strategic partners. This is a unique opportunity for an experienced attorney who wants more than traditional legal practice. You'll combine technical expertise in estate planning and trust administration with leadership, business building, advisor education, and client engagement. You'll play a key role in shaping how Savant delivers trust solutions to high-net-worth families while helping expand an important strategic offering across our growing organization.

What You'll Do

As Director of Savant Private Trust, you will:

• Serve as the primary internal leader for Savant Private Trust and help drive the continued growth and evolution of the offering.
• Manage relationships with corporate trustee partners and coordinate trust administration activities.
• Guide the onboarding and implementation process for new trust relationships.
• Collaborate with financial advisors, wealth transfer professionals, clients, attorneys, accountants, and other external partners.
• Provide education, support, and expertise to advisors across the firm on trust and estate planning concepts.
• Assist with complex estate planning, trust administration, wealth transfer, and business succession matters.
• Serve as a subject matter expert and trusted resource for high-net-worth client situations.
• Identify opportunities to increase awareness, adoption, and utilization of Savant Private Trust across the organization.
• Support strategic planning and ongoing enhancement of Savant's trust solutions platform.
• Contribute to Wealth Transfer projects and client engagements as needed.

What Success Looks Like

In your first year, you will:

• Develop a thorough understanding of Savant’s trust administration model and corporate trustee relationships.
• Establish yourself as the go-to resource for advisors seeking trust and estate expertise.
• Build strong partnerships with internal teams and external trustee partners.
• Increase awareness and utilization of Savant Private Trust throughout the organization.
• Help drive continued growth of the trust platform while delivering a high-quality client experience.

Location

Preferred locations include:

• Northern Virginia
• Chicagoland
• Atlanta
• Other Savant office locations may also be considered for exceptional candidates.

Hybrid work flexibility is available.

Qualifications

What We’re Looking For

Required Qualifications

• Juris Doctor (JD) degree.
• Meaningful experience working 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.
• Ability to simplify complex topics and communicate effectively with both technical and non-technical audiences.
• A collaborative, entrepreneurial mindset and desire to build something meaningful within a growing organization.

Preferred Qualifications

• Experience with trust administration, corporate trustee services, or fiduciary relationships.
• Experience in wealth management, private client services, trust companies, family offices, law firms, or related environments.
• Leadership, business development, or practice-building experience.
• CFP®, CTFA, or other relevant professional credentials.
• Familiarity with estate and gift tax planning, fiduciary income tax concepts, and business succession planning

Our Total Rewards

At Savant, we invest in our people—supporting both their well-being and long-term growth. We take a market-based approach to compensation. The expected base salary range for this role is $150,000-220,000. Actual compensation is determined on an individual basis and considers factors such as relevant experience, skills, qualifications, geographic location, and market conditions. This role may also be eligible for additional incentive compensation based on responsibilities and performance.

Core Benefits (Effective Day One)

• Medical, dental, and vision coverage with multiple plan options
• Health Savings Account (HSA) or Flexible Spending Account (FSA)
• Company-paid life insurance, AD&D, and disability coverage

Financial & Long-Term Rewards

• 401(k) with company match (Roth and Traditional options)
• Team-based incentive opportunities and recognition programs

Time Away & Flexibility

• Generous paid time off, plus at least 10 paid holidays
• Annual “Savantiversary” day
• Summer Hours (shorter work weeks during the summer)
• Parental leave, personal leave, and other life-event support

Well-Being & Everyday Perks

• Employee Assistance Program (EAP)
• Wellness reimbursements (e.g., gym memberships)
• Flexible “Dress for Your Day” approach

We’re happy to share more details about our benefits and total rewards during the hiring process.

All applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job posting. They are not intended to be an exhaustive list of all responsibilities, duties, and skills required of the incumbent in this position. Any combination of equivalent education and work experience will be considered.

Savant Capital LLC, is an Equal Opportunity Employer