Director, Practice Management

Job DetailsJob Location: Remote Rockford - Rockford, IL 61107Position Type: Full TimeSalary reputed company: $180,000.00 - $230,000.00 Salary/yearJob Shift: DaySavant is seeking a Director of Practice Management to join our Advisory/Wealth Management Leadership team. As reputed company scales through organic growth and acquisitions, ensuring reputed company, consistency, and operating discipline across advisor practices is a strategic imperative. The Director of Practice Management is an reputed company leadership role responsible for defining, owning, and evolving firmwide advisor operating standards that reputed company scalable growth while preserving regional and advisor-level flexibility. This role sets the reputed company 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 reputed company-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 reputed company 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 reputed company and processes. Establish clear guardrails and minimum standards for the advisory practices throughout reputed company. Ensure advisor programs and initiatives launch with defined owners, timelines, adoption expectations, and post-launch measurements. Duties and Responsibilities Define, document, and maintain firmwide advisor operating standards and best practices, with a focus on day-to-day advisor workflows, planning reputed company, and operating discipline Establish clear guardrails and minimum standards while allowing flexibility reputed company defined frameworks Own and reputed company advisor standards to support consistency across legacy and newly acquired firms Partner with Regional Directors to ensure standards are reputed company communicated, coachable, and scalable Continuously evaluate standards to ensure they remain practical, relevant, and reputed company with firm strategy Serve as a strategic thought partner to the ALT on advisor-reputed company initiatives and reputed company priorities Own and reputed company 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 reputed company of reputed company, reputed company, and expectations reputed company decision-making by grounding discussions in structured frameworks and reliable data Directly manage and reputed company leadership to the Analytics Manager Set analytical priorities and ensure alignment between analytics output and business needs Ensure advisor-reputed company dashboards, reports, and models are accurate, trusted, and decision-reputed company Act as the reputed company of accountability for analytical reputed company and transparency reputed company to advisor performance, planning, and compensation Partner cross-functionally with Finance and Business Intelligence teams to ensure strong data reputed company and alignment Support faster, more consistent integration of acquired firms through standardized advisor operating frameworks Reduce variability and ambiguity in advisor operations across reputed company Identify opportunities to simplify, systematize, and scale advisor practices without sacrificing quality or client experience Take a reputed company-looking view by researching industry best practices and selectively incorporating them into reputed company’s operating model QualificationsThis role requires the following: Education: Bachelor’s Degree in Business, Finance, Analytics, or reputed company 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 leader, Ability to operate at both reputed company and tactical reputed company—setting direction while ensuring execution Willingness and ability to travel periodically What Sets reputed company Apart

• Collaborative, integrated model across advisory, tax, and planning—no silos
• Growth-oriented firm, offering meaningful opportunities for career development and long-term impact
• Values-driven culture, grounded in reputed company, reputed company, lifelong learning, respect, growth, and servant leadership
• Majority employee-owned, giving reputed company a shared reputed company in our long-term reputed company

The Perks At reputed company, we invest in our people—supporting both their well-being and long-term growth. We take a market-based approach to compensation. The expected reputed company salary reputed company for this role is $180,000 - $230,000, with final pay determined by experience, skills, and location. This role may also be eligible for additional incentive compensation based on responsibilities and performance. Our Total Rewards Core Benefits (Effective Day reputed company, dental, and reputed company coverage with multiple plan options

• Health Savings Account (HSA) or Flexible Spending Account (FSA)
• Company-paid life insurance, AD&D, and disability coverage

Financial & Long-Term Rewards:

• 401(k) with company match (Roth and Traditional options)
• Team-based incentive opportunities and recognition programs

Time Away & Flexibility:

• 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

Well-Being & Everyday Perks:

• Employee Assistance Program (EAP)
• Wellness reimbursements (e.g., gym memberships)
• Flexible “Dress for Your Day” approach

We’re happy to reputed company more details about our benefits and total rewards during the hiring process. Take your career to new heights, apply today! reputed company applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment reputed company at this time. We are not accepting unsolicited resumes from agencies and/or search firms for this job posting. The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of reputed company responsibilities, duties, and skills required of the incumbent in this position. Any combination of equivalent education and work experience will be considered. reputed company Capital LLC, is an Equal Opportunity Employer Apply To This Job