Director, Practice Management at Savant Wealth Management

Rockford, Illinois, United States -

Full Time

Start Date

Immediate

Expiry Date

15 May, 26

Salary

230000.0

Posted On

14 Feb, 26

Experience

10 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Practice Management, Operating Standards Definition, Advisor Coaching, Business Analytics, Framework Development, Stakeholder Management, Strategic Thinking, Data Analysis, Business Planning, Compensation Modeling, Change Management, Process Improvement, Data Integrity, Leadership, Workflow Optimization, Acquisition Integration

Industry

Financial Services

Description

Job DetailsJob Location: Remote Rockford - Rockford, IL 61107Position Type: Full TimeSalary Range: $180,000.00 - $230,000.00 Salary/yearJob Shift: DaySavant is seeking a Director of Practice Management to join our Advisory/Wealth Management Leadership team. As Savant scales through organic growth and acquisitions, ensuring clarity, consistency, and operating discipline across advisor practices is a strategic imperative. The Director of Practice Management is an enterprise leadership role responsible for defining, owning, and evolving firmwide advisor operating standards that enable scalable growth while preserving regional and advisor-level flexibility. This role sets the enterprise operating model for advisory practices; execution, coaching, and local adoption are owned by Regional Directors and field leadership. Therefore, this role will: Define, document, and maintain enterprise-owned operating standards that are broadly understood and ensure that they’re embedded into Regional Director coaching rhythms and planning cycles. Improve the impact and consistency of advisor practices, evidenced by reduced variability in planning, production, and operating behaviors. Act as the point of accountability for advisory practice analytics while partnering with Regional Directors, Corporate Finance, and Business Analytics teams to ensure analytics reliability and structure frameworks guide decisions and processes. Establish clear guardrails and minimum standards for the advisory practices throughout Savant. Ensure advisor programs and initiatives launch with defined owners, timelines, adoption expectations, and post-launch measurements. Duties and Responsibilities Define, document, and maintain firmwide advisor operating standards and best practices, with a focus on day-to-day advisor workflows, planning cadence, and operating discipline Establish clear guardrails and minimum standards while allowing flexibility within defined frameworks Own and evolve advisor standards to support consistency across legacy and newly acquired firms Partner with Regional Directors to ensure standards are clearly communicated, coachable, and scalable Continuously evaluate standards to ensure they remain practical, relevant, and aligned with firm strategy Serve as a strategic thought partner to the ALT on advisor-related initiatives and enterprise priorities Own and evolve the firm’s annual advisor business planning frameworks and supporting tools Partner on advisor compensation modeling, providing structure, scenario analysis, and decision support Help design and support rollout of major advisor-facing initiatives, ensuring clarity of intent, sequencing, and expectations Elevate decision-making by grounding discussions in structured frameworks and reliable data Directly manage and provide leadership to the Analytics Manager Set analytical priorities and ensure alignment between analytics output and business needs Ensure advisor-related dashboards, reports, and models are accurate, trusted, and decision-ready Act as the point of accountability for analytical clarity and transparency related to advisor performance, planning, and compensation Partner cross-functionally with Finance and Business Intelligence teams to ensure strong data integrity and alignment Support faster, more consistent integration of acquired firms through standardized advisor operating frameworks Reduce variability and ambiguity in advisor operations across regions Identify opportunities to simplify, systematize, and scale advisor practices without sacrificing quality or client experience Take a forward-looking view by researching industry best practices and selectively incorporating them into Savant’s operating model QualificationsThis role requires the following: Education: Bachelor’s Degree in Business, Finance, Analytics, or related field; advanced degree is a plus Experience: At least 8 years of experience in wealth management, financial advisor operations, or advisor operations Demonstrated experience defining and scaling operating standards and frameworks in a growing organization. Prior leadership and/or people management experience required. Strong strategic thinking skills with the ability to translate strategy into practical execution High level of comfort working with data, analytics, and business models to inform decision Excellent communication and stakeholder-management skills, particularly with senior leaders Ability to operate at both enterprise and tactical levels—setting direction while ensuring execution Willingness and ability to travel periodically Why Join Us? For nearly 40 years, Savant Wealth Management has served as a trusted advisor to established individuals, families, and businesses seeking clarity and confidence in their financial lives. Our name, rooted in the Latin word sapere—“to be wise”—reflects our commitment to evidence-based investing and the power of decision-making based on deep knowledge. We are a fee-only, independent, fiduciary wealth management firm providing comprehensive guidance on investments, financial planning, tax and business consulting, estate planning, trust services, and family office support. At the heart of our firm is a culture of lifelong learning—one that values curiosity, continuous improvement, and helps clients pursue their ideal future with purpose and discipline. Our Vision: Transform personal and financial dreams into goals and goals into reality. Our Mission: To build one million ideal futures for our clients, our team, and the communities we serve. Our Values: Excellence, Integrity, Lifelong Learning, Respect, Growth, Servant Leadership The Perks: At Savant, we are committed to supporting our employees as well as investing in their well-being and growth. We take a market-based approach to compensation. The expected base salary range for this role nationally is $180,000-230,000. However, final base pay will be carefully determined based on several factors, including responsibilities, skills, relevant experience, geographic location, and market conditions. Additionally, this role may be eligible for other forms of compensation and benefits. We also offer a benefits package designed to enhance both your personal and professional life. Below is an overview of our total rewards offering. The benefits available for this role can be discussed in detail during the hiring process. Benefit Eligibility on Day One: Enjoy immediate access to a robust benefits package starting on your first day of employment. Choice of Medical Plans: Select from two medical plans tailored to fit your needs. Health & Wellness Accounts: Opt for a Health Savings Account (HSA) or Flexible Spending Account (FSA) to manage your healthcare expenses. Flexible Dental Coverage: Choose between two dental plan options for optimal oral health. Vision Insurance: Keep your eyes healthy with our vision insurance plan. Company-Paid Life & AD&D Insurance: Feel secure with fully covered basic life insurance and accidental death & dismemberment benefits. Company-Paid Disability Coverage: Rest easy knowing you’re covered with both short-term and long-term disability plans. 401(k) with Company Match: Invest in your future with both Roth and Traditional 401(k) plans, featuring a per pay period company match. Generous Paid Time Off: Benefit from PTO that increases with your years of service, at least 11 paid holidays each year, a paid day each year for your Savantiversary, and enjoy shorter work weeks with our Summer Hours. Additional Leave and Time Off Benefits: Personal leave, parental leave, professional development paid time, and bereavement pay are just a few examples of how you will be supported with time off and other benefits during life's most critical moments. Dress Code: Enjoy a “Dress for Your Day” approach to your style. We offer wardrobe flexibility based on office culture, client expectations, and your daily schedule. Employee Recognition: Enjoy monetary awards through our recognition program. Team Incentive Plans: Participate in our team incentive plan for additional earning opportunities. Employee Assistance Program: Access support through our Employee Assistance Program whenever you need it. Exclusive Discounts: Take advantage of various discount programs for additional savings. Wellness Reimbursements: Get reimbursed for gym memberships and other wellness programs to stay fit and healthy. Additional Perks: Get reimbursed for your warehouse club memberships and receive an allowance for Savant Swag. Take your career to new heights, apply today! 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. We are not accepting unsolicited resumes from agencies and/or search firms for this job posting. The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. 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.

Responsibilities

This enterprise leadership role is responsible for defining, owning, and evolving firmwide advisor operating standards to enable scalable growth while maintaining flexibility. Key duties include documenting operating standards, improving consistency in planning and production behaviors, and managing advisory practice analytics in partnership with other teams.