Director, Savant Private Trust
Savant Wealth Management - Atlanta, GA
Hiring: Director, Savant Private Trust Company: Savant Wealth Management Location: Atlanta, GA Job Posted Time: 2026-09-10 13:11:47 Employment Type: Hybrid Target Skills & Keywords : CFP, Wealth Management About the job Required Skills: •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. •Partner cross-functionally 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. Qualifications: •Juris Doctor (JD) degree. •Meaningful experience working with estate planning, trusts, wealth transfer, fiduciary matters, or related legal disciplines. •Excellent communication and relationship-building skills. •Demonstrated capacity 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. •Leadership, business development, or practice-building experience. •CFP®, CTFA, or other relevant professional credentials. •Operational familiarity with estate and gift tax planning, fiduciary income tax concepts, and business succession planning Compensation: •$150,000 - $220,000 / year •Flexible work environment (work from home / hybrid options) •Medical, dental, and vision coverage with multiple plan options Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!