Director, Savant Private Trust
About The Position
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.
Requirements
- 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.
- 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.
Nice To Haves
- 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.
Responsibilities
- 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.
Benefits
- 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
- 401(k) with company match (Roth and Traditional options)
- Team-based incentive opportunities and recognition programs
- 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
- Employee Assistance Program (EAP)
- Wellness reimbursements (e.g., gym memberships)
- Flexible “Dress for Your Day” approach
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What This Job Offers
Job Type
Full-time
Career Level
Director
Education Level
Ph.D. or professional degree
