Director of Client Services

Savant•Rockford, IL

About The Position

Savant Wealth Management is seeking a strategic, people-centered Director of Client Services to lead and evolve its client service organization. As a member of the Advisory Leadership Team, the Director will help define a consistent, scalable, exceptional client experience across a growing, integrated wealth management firm. The role leads client service leaders, client service associates, client experience specialists, and front desk teams, and partners across the firm to build an integrated client service strategy. The Director will develop a high-performing, accountable, values-driven team; establish consistent and scalable service practices; improve workflows and productivity; oversee client communications; and ensure practices manage operational risk and support applicable industry requirements. The role will also guide the organization through growth and change, assess team capacity and readiness, encourage continuous improvement, and balance enterprise-wide practices with local needs. The Director collaborates with Advisory and other functional leaders, maintains alignment with the Chief Wealth Management Officer, and builds trusted relationships with advisory partners and client service teams. The position is tied to Savant’s headquarters in Rockford, Illinois, but work location and model are flexible; working from headquarters is not required. Applicants residing in a state where Savant has a location will be prioritized. Travel is required to meet with team members and advisory partners. The role offers an expected base salary of $180,000–$240,000 and may be eligible for additional incentive compensation. Applicants must be authorized to work for any U.S. employer; visa sponsorship is not available.

Requirements

At least 7 years of relevant client service or industry experience, including significant people-leadership responsibility.
Bachelor’s degree in business, finance, or a related field, or an equivalent combination of education and relevant professional experience.
Proven experience leading a client service function within an enterprise-level wealth management firm or a similar organization.
Demonstrated success leading teams through organizational growth, operational change, or increased scale.
Strong leadership, communication, problem-solving, prioritization, and team-building skills.
Ability to translate strategy into clear, repeatable practices and measurable team outcomes.
Collaborative leadership style and ability to build trusted relationships with stakeholders across an organization.
Authorization to work for any employer in the United States; the company is unable to sponsor or take over sponsorship of an employment visa.

Nice To Haves

FPQP® designation is preferred, or willingness to obtain it within an established timeframe.

Responsibilities

Provide strategic direction and leadership to the Client Services team and its leaders.
Build a supportive, accountable, values-driven culture centered on excellent service.
Coach and develop leaders through expectations, feedback, recognition, and career-development conversations.
Attract, develop, and retain talent, and help team members understand how their work contributes to organizational goals and the client experience.
Establish and document consistent client service practices across the firm.
Identify opportunities to simplify workflows, strengthen productivity, and improve service delivery.
Introduce best practices that support efficient, responsive, client-first service.
Oversee client communication strategies that keep clients informed and engaged.
Ensure client service practices manage operational risk and support applicable industry requirements.
Lead change in a rapidly scaling wealth management firm with organic and inorganic growth initiatives.
Assess team capacity, structure, development needs, and readiness for continued growth.
Encourage innovation, thoughtful problem-solving, and continuous improvement.
Balance consistent enterprise practices with the needs of clients, advisors, and local teams.
Address internal and external concerns with sound judgment, professionalism, and urgency.
Collaborate with Advisory and other functional leaders to create an integrated client service strategy aligned with organizational objectives.
Maintain regular communication and alignment with the Chief Wealth Management Officer and other key leaders.
Build trusted relationships with advisory partners and client service teams across Savant.
Travel as needed to connect with team members and advisory partners.

Benefits

Medical, dental, and vision coverage with multiple plan options, effective day one.
Health Savings Account or Flexible Spending Account.
Company-paid life insurance, AD&D, and disability coverage.
401(k) with company match, including Roth and Traditional options.
Team-based incentive opportunities and recognition programs.
Generous paid time off and at least 10 paid holidays.
Annual Savantiversary day.
Summer Hours with shorter work weeks during the summer.
Parental leave, personal leave, and support for other life events.
Employee Assistance Program.
Wellness reimbursements, including eligible gym-membership expenses.
Flexible “Dress for Your Day” approach.