What are the responsibilities and job description for the Learning and Development Manager position at Savant Wealth Management?
Learning & Development Manager
Build capability. Enable leaders. Drive business results.
At Savant, our purpose is simple and ambitious: to improve 1,000,000 lives. As we continue to grow rapidly—organically and through acquisition—we’re investing intentionally in the capabilities of our people to ensure our growth is scalable, sustainable, and aligned with our values.
We’re hiring a Learning and Development Manager to lead and evolve Savant’s enterprise learning function. This is not a traditional “training” role. It’s an opportunity for a business-minded, pragmatic leader to shape how learning enables performance—especially across leadership, advisory, and client-facing teams. If you’re energized by building something meaningful, partnering closely with business leaders, and turning strategy into real capability on the ground, this role is for you.
Role
As our Learning & Development Manager, you’ll own Savant’s learning strategy and execution—balancing strategic ownership with hands-on delivery in a growing organization. You’ll develop a deep understanding of our business, particularly our advisory organization, and help leaders translate business challenges into learning and enablement solutions that drive results. Success in this role requires:
The Learning & Development Manager typically requires the following:
Education
For nearly 40 years, Savant Wealth Management has served as a trusted advisor to established individuals, families, and businesses seeking clarity and confidence in their financial lives. Our name, rooted in the Latin word sapere—“to be wise”—reflects our commitment to evidence-based investing and the power of decision-making based on deep knowledge. We are a fee-only, independent, fiduciary wealth management firm providing comprehensive guidance on investments, financial planning, tax and business consulting, estate planning, trust services, and family office support. At the heart of our firm is a culture of lifelong learning—one that values curiosity, continuous improvement, and helps clients pursue their ideal future with purpose and discipline.
Our Vision: Transform personal and financial dreams into goals and goals into reality.
Our Mission: To build one million ideal futures for our clients, our team, and the communities we serve.
Our Values: Excellence, Integrity, Lifelong Learning, Respect, Growth, Servant Leadership
The Perks
At Savant, we are committed to supporting our employees as well as investing in their well-being and growth. We take a market-based approach to compensation. The expected base salary range for this role nationally is $110,000-135,000. However, final base pay will be carefully determined based on several factors, including responsibilities, skills, relevant experience, geographic location, and market conditions. Additionally, this role may be eligible for other forms of compensation and benefits.We also offer a benefits package designed to enhance both your personal and professional life. Below is an overview of our total rewards offering. The benefits available for this role can be discussed in detail during the hiring process.
All 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 Visa 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 all responsibilities, duties, and skills required of the incumbent in this position. Any combination of equivalent education and work experience will be considered.
Savant Capital LLC, is an Equal Opportunity Employer.
Build capability. Enable leaders. Drive business results.
At Savant, our purpose is simple and ambitious: to improve 1,000,000 lives. As we continue to grow rapidly—organically and through acquisition—we’re investing intentionally in the capabilities of our people to ensure our growth is scalable, sustainable, and aligned with our values.
We’re hiring a Learning and Development Manager to lead and evolve Savant’s enterprise learning function. This is not a traditional “training” role. It’s an opportunity for a business-minded, pragmatic leader to shape how learning enables performance—especially across leadership, advisory, and client-facing teams. If you’re energized by building something meaningful, partnering closely with business leaders, and turning strategy into real capability on the ground, this role is for you.
Role
As our Learning & Development Manager, you’ll own Savant’s learning strategy and execution—balancing strategic ownership with hands-on delivery in a growing organization. You’ll develop a deep understanding of our business, particularly our advisory organization, and help leaders translate business challenges into learning and enablement solutions that drive results. Success in this role requires:
- Credibility with senior leaders
- A consultative mindset
- Comfort influencing, prioritizing, and occasionally pushing back
- A focus on impact over activity
- 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.
The Learning & Development Manager typically requires the following:
Education
- 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.
- 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.
For nearly 40 years, Savant Wealth Management has served as a trusted advisor to established individuals, families, and businesses seeking clarity and confidence in their financial lives. Our name, rooted in the Latin word sapere—“to be wise”—reflects our commitment to evidence-based investing and the power of decision-making based on deep knowledge. We are a fee-only, independent, fiduciary wealth management firm providing comprehensive guidance on investments, financial planning, tax and business consulting, estate planning, trust services, and family office support. At the heart of our firm is a culture of lifelong learning—one that values curiosity, continuous improvement, and helps clients pursue their ideal future with purpose and discipline.
Our Vision: Transform personal and financial dreams into goals and goals into reality.
Our Mission: To build one million ideal futures for our clients, our team, and the communities we serve.
Our Values: Excellence, Integrity, Lifelong Learning, Respect, Growth, Servant Leadership
The Perks
At Savant, we are committed to supporting our employees as well as investing in their well-being and growth. We take a market-based approach to compensation. The expected base salary range for this role nationally is $110,000-135,000. However, final base pay will be carefully determined based on several factors, including responsibilities, skills, relevant experience, geographic location, and market conditions. Additionally, this role may be eligible for other forms of compensation and benefits.We also offer a benefits package designed to enhance both your personal and professional life. Below is an overview of our total rewards offering. The benefits available for this role can be discussed in detail during the hiring process.
- 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.
All 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 Visa 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 all responsibilities, duties, and skills required of the incumbent in this position. Any combination of equivalent education and work experience will be considered.
Savant Capital LLC, is an Equal Opportunity Employer.
Salary : $110,000 - $135,000