Director, Practice Management

Savant•Rockford, IL

9h•$180,000 - $230,000•Remote

About The Position

Savant 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.

Requirements

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

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

Benefits

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.