Savant Capital Management
  • - Rockford, IL
  • Base + Commission
  • Full Time
  • Full Competitive Benefits Package

Job Summary

Under the direction of the Chief Wealth Management Officer, this position is responsible for the direct management of Financial Advisors located in our Rockford, IL office.  This position is responsible to provide leadership, mentoring, training and administrative management and may be involved in establishing or contributing ideas for departmental processes, procedures, and protocols.  This position encourages an environment conducive to the Savant client centric commitment.  Furthermore, this position is also responsible for the following duties as a Financial Advisor: to initiate new business and manage existing client relationships and formulate and implement advice, and may rely on technical specialists to develop recommendations within a given area of expertise.

Duties and Responsibilities

As Manager of Advisory and Business Development this individual can expect to devote their time in the following areas related to the business development activities of the firm:
• Responsible for the training, development and supervision of the Financial Advisors outlined above:
o Act as lead for all orientation activities, including the development and implementation of a fulsome onboarding process for new Financial Advisors (either through recruiting process or external acquisition)
o Enhance the documentation and tracking of all training received by the Financial Advisors
• Oversee compliance with Savant processes and the professional development of individual Advisors in both their business development and client service responsibilities
• Effectively manage office coverage to assure appropriate staffing is available during peak holiday and vacation times for Financial Advisors, as assigned
• Process all Financial Advisory "Staff Change" forms for Financial Advisors
• Under direction of the Chief Wealth Management Officer, process incentive pay exceptions and all expense reports for Financial Advisors
• Attend internal management meetings as requested
• Working with the Chief Wealth Management Officer, establish expense budget and budget for new business development for Financial Advisors
• Working with the Chief Wealth Management Officer, establish and implement performance goals for Financial Advisors
• Provide candid feedback to Chief Wealth Management Officer
• Work effectively with team members at all levels within the organization
• Work effectively with external business partners, vendors, and clients as needed
• Responsible for other duties as requested
• Perform other duties as requested
• Maintain team approach by assisting and filling in for others


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 all responsibilities, duties, and skills required of the incumbent in this position.

Qualifications

The Manager of Advisory and Business Development typically requires the following qualifications:
• Bachelor's Degree in Business Administration or related field from an accredited university. Master's degree preferred.
• Minimum 3 years proven success in a similar role with progressive achievements
• Certified Financial Planner Designation or equivalent designation preferred
• Investment-related experience is required; not required to be in an RIA environment
• Proven success leading and managing professionals
• Detail-oriented, accurate, organized, able to set priorities
• Results oriented
• Effective communication skills; both verbal and written. Must be comfortable holding people accountable and not afraid to make difficult decisions
• Client first focus
• Able to work collaboratively and effectively with other members of the organization, both in management and individual contributors
• Proficiency in MS Word, Excel and Outlook
• Other duties as may be assigned or requested


Any combination of equivalent education and work experience will be considered.
Savant Capital, LLC is an Equal Opportunity Employer

Savant Capital Management
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