Director, Practice Management - Rockford, IL
1 day ago
Job summary
savant wealth management seeks director of practice management to join advisory/wealth management leadership team ensuring clarity consistency operating discipline across advisor practices as savant scales through organic growth acquisitions defining owning evolving firmwide advisor operating standards enabling scalable growth preserving regional advisor level flexibility this role sets enterprise operating model for advisory practices execution coaching local adoption owned by regional directors field leadership therefore this role will define document maintain enterprise owned operating standards broadly understood embedded into regional director coaching rhythms planning cycles improve impact consistency advisor practices evidenced reduced variability planning production operating behaviors act accountability for advisory practice analytics partnering with corporate finance business analytics teams ensure analytics reliability structure frameworks guide decisions processes establish clear guardrails minimum standards for advisory practices throughout savant ensure advisor programs initiatives launch defined owners timelines adoption expectations postlaunch measurements duties responsibilities define document maintain firmwide advisor operating standards best practices focus daytodayadvisor workflows planning cadenceoperating discipline establish clear guardrails minimum standards allowing flexibility within defined frameworks own evolveadvisorsexpectations continuously evaluatestandards remain practical relevant alignedfirms strategy serve strategic thought partner alt onadvisorrelatedinitiativesenterprise priorities ownevolvethe firms annual advisorbusinessplanningframeworksandsupportingtools partonadvisercompensationmodeling providingstructure scenarioanalysis decision support helddesignsupportrolloutofmajoradviserfacinginitiativesensuringclarityintentsequencingexpectations elevate decisionmaking groundingdiscussionsinstructuredframeworksreliabledata directmanageandprovidesleadershiptoanalyticsmanager setanalyticalprioritiesensurealignmentbetweenanalyticsoutputbusinessneeds ensureadvisorrelateddashboardsreportsmodelsaccuratetrusteddecisionready actpointaccountabilityforanalyticalclaritytransparency relatedtoadvisorperformanceplanningcompensation partcrossfunctionallywithfinancenbusinessteamssurestrongdataintegrityalignment reducvariabilityambiguityinadvisoroperationsacrossregions identifyopportunitiestosimplifysystematizescaleadvisorpracticeswithout sacrificingqualityclientexperience takeforwardlookingviewbyresearchingindustrybestpracticesselectivelyincorporatingthemintosavantsoperatingmodel.
Job description
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