Director of Client Services

Savant•Rockford, IL

4d•$180,000 - $240,000

About The Position

Savant Wealth Management is seeking a strategic, people-centered Director of Client Services to lead and evolve its national client service organization. As a member of the Advisory Leadership Team, the Director will help define and deliver 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 team and values-driven culture; establish consistent and scalable service practices; improve workflows and service delivery; oversee client communications; and ensure practices address operational risk and applicable industry requirements. The role will guide teams through growth and change, assess organizational capacity and readiness, encourage continuous improvement, and balance enterprise-wide practices with the needs of clients, advisors, and local teams. The Director collaborates with leaders across Advisory and other functions, maintains alignment with the Chief Wealth Management Officer and other key leaders, and builds trusted relationships with advisory partners and client service teams. The role is tied to Savant’s Rockford, Illinois headquarters, but the work location and model are flexible; working from headquarters is not required. Candidates residing in a state where Savant has a location will be prioritized. Travel is required to meet with team members and advisory partners. The position offers a base salary range of $180,000–$240,000 and may also be eligible for incentive compensation.

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; Savant is unable to sponsor or take over sponsorship of an employment visa.

Nice To Haves

FPQP® designation, 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 clear expectations, feedback, recognition, and career-development conversations.
Attract, develop, and retain talent as the organization grows, and help team members connect their work to Savant’s broader goals and 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 an efficient, responsive, client-first organization.
Oversee client communication strategies that keep clients informed and engaged.
Ensure client service practices manage operational risk and support applicable industry requirements.
Lead change within a scaling wealth management firm growing through organic and inorganic 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 leaders across Advisory and other functions 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 meet and 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.
The role may be eligible for additional incentive compensation based on responsibilities and performance.