Director, Practice Management

🔥 3 minutes ago

🌽 Illinois – Remote

🌽 Illinois – Remote

💵 $180k - $230k / year

⏰ Full Time

🔴 Lead

👔 Director

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Savant Wealth Management

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 1986

💸 Finance

👥 B2C

🤝 B2B

Finance • B2C • B2B

Savant Wealth Management is a fee-only, fiduciary wealth management firm that provides comprehensive financial planning and investment services to individuals, families, executives, institutions, and businesses. The firm offers investment management, tax advisory and preparation, estate planning and wealth transfer, trust and family office services, accounting and consulting, and company retirement plan services, delivering holistic, advisor-led guidance to high-net-worth and institutional clients across multiple U. S. offices.

📋 Description

• 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

🎯 Requirements

• Bachelor’s Degree in Business, Finance, Analytics, or related field; advanced degree is a plus • 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

🏖️ 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