Director, Practice Management

Savant Wealth Management

Director of Practice Management at Savant responsible for firmwide advisor operating standards and cross-functional partnerships. Fostering clarity and consistency in advisory practices amidst growth and acquisitions.

Posted 6/30/2026full-timeRemote • Illinois • 🇺🇸 United StatesLead💰 $180,000 - $230,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in defining and scaling advisor operating standards and frameworks, with a strong focus on data-driven decision-making and strategic execution. Proven ability to lead cross-functional partnerships and manage analytics to support advisor performance and compensation.

Highest-signal resume keywords

Wealth Management ExperienceAdvisor Operations ManagementStrategic ThinkingData Analytics ProficiencyLeadership Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Advisor Operating StandardsBusiness Planning FrameworksCompensation ModelingData Integrity ManagementPerformance Analytics

Soft Skills

Excellent CommunicationStakeholder ManagementStrategic Execution

Certifications & Qualifications

Bachelor’s Degree in BusinessBachelor’s Degree in FinanceBachelor’s Degree in Analytics

Industry Keywords

Financial Advisor OperationsOperational FrameworksWealth Management StandardsAdvisor WorkflowsBusiness Intelligence

About the role

Key responsibilities & impact

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

What you’ll need

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

Comp & perks

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