Savant Wealth Management · 1 day ago
Learning and Development Manager
Savant Wealth Management is dedicated to improving lives through scalable and sustainable growth. They are seeking a Learning and Development Manager to lead the enterprise learning function, focusing on enabling performance across leadership and client-facing teams by developing impactful learning solutions.
ConsultingFinancial ServicesWealth Management
Responsibilities
Own Savant's enterprise learning strategy, standards, and governance, ensuring learning investments align with business priorities and deliver measurable impact
Partner with business leaders as a trusted advisor, helping diagnose capability gaps and translate business needs into outcomes-driven learning solutions
Facilitate clarity and prioritization, guiding leaders through trade-offs so learning capacity is focused where it matters most
Take a pragmatic, process-over-perfection approach, meeting the organization where it is and emphasizing results over rigid process or learning philosophy
Design and deliver leadership development and advisor enablement programs aligned with Savant’s growth strategy
Build a strong understanding of advisor workflows, expectations, and performance drivers to support sales enablement and advisor effectiveness
Lead onboarding and integration programs for new and acquired employees to accelerate productivity and cultural alignment
Balance strategy with execution, personally contributing to program design and delivery to maintain momentum and credibility
Own the LMS (Cornerstone), instructional design standards, and learning content to ensure quality, accessibility, and scalability
Use evidence-based learning practices to measure effectiveness, retention, and performance impact—using insights and scorecards to continuously improve
Lead and develop a team of three L&D Professionals, with anticipated growth of two additional roles in 2026
Set clear priorities, coach performance, and establish scalable ways of working that support execution
Establish and lead Savant's Training and Governance Council, ensuring learning efforts stay aligned with organizational strategy and business results
Qualification
Required
Bachelor's degree in business, organizational development, human capital, adult learning, or a related field; or equivalent, relevant business experience
5+ years of experience leading teams and complex initiatives in a business environment, translating strategy into practical, scalable solutions
5+ years of experience partnering with business leaders to design and deliver learning solutions that drive performance, capability, and results—not just content completion
Demonstrated ability to diagnose business problems, identify capability gaps, and recommend learning, enablement, or process solutions aligned to business outcomes
Experience operating with strong business judgment and executive presence, influencing leaders to challenge assumptions, prioritize effectively, and make trade-offs
Demonstrated ability to facilitate business requirements across a diverse group of stakeholders and help guide them through determining priorities
Proven ability to balance strategic leadership with hands-on execution, adapting approach based on business needs and maturity
Experience overseeing learning infrastructure (e.g., LMS, learning standards, vendor partnerships) in service of business goals
Preferred
Experience in management consulting, professional services, financial services, or other performance-driven environments
Experience supporting sales, advisory, client-facing, or revenue-generating teams, including enablement, onboarding, or role-based capability development
Master's degree or advanced credentials (e.g., CPTD, change management), with demonstrated application in a business context
Benefits
Benefit Eligibility on Day One: Enjoy immediate access to a robust benefits package starting on your first day of employment.
Choice of Medical Plans: Select from two medical plans tailored to fit your needs.
Health & Wellness Accounts: Opt for a Health Savings Account (HSA) or Flexible Spending Account (FSA) to manage your healthcare expenses.
Flexible Dental Coverage: Choose between two dental plan options for optimal oral health.
Vision Insurance: Keep your eyes healthy with our vision insurance plan.
Company-Paid Life & AD&D Insurance: Feel secure with fully covered basic life insurance and accidental death & dismemberment benefits.
Company-Paid Disability Coverage: Rest easy knowing you’re covered with both short-term and long-term disability plans.
401(k) with Company Match: Invest in your future with both Roth and Traditional 401(k) plans, featuring a per pay period company match.
Generous Paid Time Off: Benefit from PTO that increases with your years of service, at least 11 paid holidays each year, a paid day each year for your Savantiversary, and enjoy shorter work weeks with our Summer Hours.
Additional Leave and Time Off Benefits: Personal leave, parental leave, professional development paid time, and bereavement pay are just a few examples of how you will be supported with time off and other benefits during life's most critical moments.
Dress Code: Enjoy a “Dress for Your Day” approach to your style. We offer wardrobe flexibility based on office culture, client expectations, and your daily schedule.
Employee Recognition: Enjoy monetary awards through our recognition program.
Team Incentive Plans: Participate in our team incentive plan for additional earning opportunities.
Employee Assistance Program: Access support through our Employee Assistance Program whenever you need it.
Exclusive Discounts: Take advantage of various discount programs for additional savings.
Wellness Reimbursements: Get reimbursed for gym memberships and other wellness programs to stay fit and healthy.
Additional Perks: Get reimbursed for your warehouse club memberships and receive an allowance for Savant Swag.
Company
Savant Wealth Management
Savant Wealth Management specializes in investment, financial planning, accounting, retirement plans and consultation.
Funding
Current Stage
Late StageRecent News
Business Wire
2025-11-04
2025-09-10
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