Hiring: Director, Mass Affluent Advisory Solutions Company: Savant Wealth Management Location: Rockford, IL Job Posted Time: 2026-09-15 13:11:46 Target Skills & Keywords : CFP, Segment, Wealth Management About the job Experience: •Oversee client segmentation and transitions, ensuring clients are aligned to the right service model as needs evolve •Ensure consistent delivery of high-quality advice through standardized processes and tools •Partner with Regional Directors and advisory leaders to facilitate seamless client and advisor transitions •Track and analyze key performance indicators (e.g., client retention, net new revenue, advisor productivity, meeting activity) •Leverage data to inform decisions around team capacity, segmentation, and financial performance Required Skills: •Client segmentation and service delivery scalable operating models and workflows data-driven decision-making •Success in this role requires the ability to translate strategy into action, influence across leadership, and continuously improve how we serve a large and growing client segment. •Team Leadership & Development •Lead, coach, and develop a high-performing, geographically distributed team of advisors •Set clear expectations and hold team members accountable to service standards and performance goals •Conduct regular 1:1s, team meetings, and performance reviews (both virtual and in-person) •Foster a culture of engagement, continuous improvement, and accountability •Strategy & Initiative Leadership Qualifications: •Bachelor’s degree required; advanced degree (MBA) or CFP® preferred •5+ years of leadership experience in wealth management or financial services, preferably in a RIA. •Advisor team leadership and development process optimization and scaling service models •Strong financial acumen and experience managing toward performance or P&L outcomes •A scalable, well-defined mass affluent model that delivers consistent client outcomes •A high-performing advisor team with strong engagement, productivity, and accountability •Measurable improvements in client retention, growth, and service efficiency •Clear alignment between strategy, segmentation, and advisor execution Compensation: •$210,000 - $300,000 / year •Flexible work environment (work from home / hybrid options) •Medical, dental, and vision coverage with multiple plan options Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!