Director of Client Services

SAVANT; Rockford (IL); Hybrid; USD 180,000 - 240,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

Health Savings Account or Flexible SP

401(k) with company match (Roth and 传统

PTO and holidays

Summer hours

Parental leave

EAP

Wellness reimbursements

Dress for Your Day

Job summary

Savant Wealth Management is seeking a strategic, people-centered Director of Client Services to lead and evolve our client service organization. As a member of the Advisory Leadership Team, you will guide a growing team of client service professionals while partnering across the firm to deliver a consistent, scalable, and exceptional client experience.

This senior role focuses on leading leaders, developing talent, improving workflows, and driving change in a national, flexible work model.

Qualifications

• 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.
• FPQP designation is preferred, or a willingness to obtain the designation within an established timeframe.

Responsibilities

• Lead and develop a high-performing team.
• Provide strategic direction and leadership to the Client Services team and its leaders.
• Build a supportive, accountable, and values-driven culture centered on excellent service.
• Coach and develop leaders through clear expectations, meaningful feedback, recognition, and career-development conversations.
• Attract, develop, and retain strong talent as the organization continues to grow.
• Help team members understand how their work contributes to Savant’s broader goals and the client experience.
• Create a consistent and scalable client experience across the firm.
• Establish and document consistent client service practices and identify workflow improvements.
• Oversee client communication strategies to keep clients informed and engaged.
• Ensure client service practices manage operational risk and comply with industry requirements.
• Lead change within the fast-growing wealth management firm and drive organizational growth.
• Assess capacity and readiness for continued growth; encourage innovation and continuous improvement.
• Balance enterprise practices with client and local team needs; address concerns with sound judgment.
• Partner across the firm to align client service strategy with organizational objectives.
• Maintain regular communication with leaders and build trusted relationships across the advisory function.
• Travel as needed to connect with team members and advisory partners.

Skills

Leadership

Communication

Problem-solving

Team-building

Strategic execution

Education

Bachelor’s degree in business/finance

Job description

Help shape the future of client service at Savant!Savant Wealth Management is seeking a strategic, people-centered Director of Client Services to lead and evolve our client service organization. As a member of the Advisory Leadership Team, you will help define how we deliver a consistent, scalable, and exceptional experience to clients across a growing, integrated wealth management firm. This is an opportunity for an experienced leader who enjoys developing people, improving how work gets done, and guiding teams through meaningful growth and change. You will lead the client service organization, including its leaders, client service associates, client experience specialists, and front desk teams, while partnering across the firm to build an integrated client service strategy.In this role, you can expect to focus on the following areas:Lead and develop a high-performing teamProvide strategic direction and leadership to the Client Services team and its leaders.Build a supportive, accountable, and values-driven culture centered on excellent service.Coach and develop leaders through clear expectations, meaningful feedback, recognition, and career-development conversations.Attract, develop, and retain strong talent as the organization continues to grow.Help team members understand how their work contributes to Savant’s broader goals and the client experience.Create a consistent and scalable client experienceEstablish 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, and client-first organization.Oversee client communication strategies that keep clients informed and engaged.Ensure client service practices effectively manage operational risk and support applicable industry requirements.Guide the organization through growth and changeLead change within a quickly scaling wealth management firm growing through both organic and inorganic initiatives.Assess the team’s capacity, structure, development needs, and readiness for continued growth.Encourage innovation, thoughtful problem-solving, and continuous improvement.Balance the need for consistent enterprise practices with the needs of clients, advisors, and local teams.Address internal and external concerns with sound judgment, professionalism, and urgency.Partner across the firmCollaborate with leaders across Advisory and other functions to create an integrated client service strategy aligned with Savant’s 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.A couple things to note about our Director, Client Services position:Position location: Location and work model for this role are both flexible as you'll be leading a National team of Client Services professionals. This role will technically be tied to our headquarters in Rockford, IL, but it is not required to work from that location. Individuals who reside in a state in which Savant has a location will be prioritized.Travel: This role requires travel to meet with team members and advisory partners.Reporting relationship: Chief Wealth Management OfficerThe Director, Client Services position typically requires the following qualifications: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.The ability to translate strategy into clear, repeatable practices and measurable team outcomes.A collaborative leadership style and the ability to build trusted relationships with stakeholders across an organization.FPQP designation is preferred, or a willingness to obtain the designation within an established timeframe.If you meet many, but not every, qualification listed above, we encourage you to apply. We value different professional experiences and will consider an equivalent combination of education and relevant work experience.What Sets Savant ApartA collaborative, integrated model across advisory, tax, and planning, with teams working together on behalf of clients.A growth-oriented firm offering meaningful opportunities for career development and long-term impact.A values-driven culture grounded in excellence, integrity, lifelong learning, respect, growth, and servant leadership.A majority employee-owned organization, giving our team a shared stake in Savant’s long-term success.Our Total RewardsAt Savant, we invest in our people by supporting their well-being and long-term growth. We take a market-based approach to compensation. The expected base salary range for this role will be between $180,000 - $240,000. Actual compensation is determined individually and considers relevant experience, skills, qualifications, geographic location, and market conditions. This role may also be eligible for additional incentive compensation based on its responsibilities and performance.Core Benefits, Effective Day OneMedical, dental, and vision coverage with multiple plan optionsHealth Savings Account or Flexible Spending AccountCompany-paid life insurance, AD&D, and disability coverageFinancial and Long-Term Rewards401(k) with company match, including Roth and Traditional optionsTeam-based incentive opportunities and recognition programsTime Away and FlexibilityGenerous paid time off and at least 10 paid holidaysAnnual Savantiversary daySummer Hours with shorter work weeks during the summerParental leave, personal leave, and support for other life eventsWell-Being and Everyday PerksEmployee Assistance ProgramWellness reimbursements, including eligible gym-membership expensesFlexible “Dress for Your Day” approachWe’re happy to provide more information about our benefits and total rewards during the hiring process.Take your career to new heights. Apply today!All applicants must be authorized to work for any employer in the United States. Savant is unable to sponsor or take over sponsorship of an employment visa at this time.We are not accepting unsolicited resumes from agencies or search firms for this job posting.The statements above describe the general nature and level of the work associated with this position. They are not intended to be an exhaustive list of every responsibility, duty, or skill required. An equivalent combination of education and relevant work experience will be considered.Savant Capital, LLC is an Equal Opportunity Employer.