Director of Real Estate Operations

Description

Collective Wisdom. We're Better Together. For more than 30 years, Savant Wealth Management has worked to provide wise counsel to individuals, families, and businesses. A fee-only, independent RIA firm, we offer investment management, financial planning, retirement planning, and family office services to financially established individuals and institutions. We also offer corporate accounting, tax preparation, payroll, and consulting. We are driven by a purpose to serve our clients with skill, passion, and integrity. Inspired by collaboration, our team craves innovation, commitment to excellence and above all, doing what is right. We are up for any challenge. If you want to be part of a culture that is defined by strong values - Savant is right for you.

• Direct the management of building and property maintenance contracts, monitor, and prioritize maintenance requests, office furniture requests, office buildouts and related requests.
• Develop and manage the annual operational budget, including forecasting, expense tracking, and cost optimization for all facilities-related expenses.
• Conduct due diligence on vendors and contractors, negotiate terms, and make strategic recommendations to optimize services and cost-effectiveness. Evaluate leases to ensure accuracy and alignment with business needs, proactively plan for lease renewals, and work closely with legal teams to finalize agreements. Manage relationships with real estate brokers, architects, and interior designers and guide long-term space planning strategies to support business growth and operational needs.
• Lead office space planning, office move coordination, and ensure successful execution of office expansion, consolidation, and remodeling projects, including onboarding new facilities acquired through mergers and acquisitions (M&A). Create, update, and refine department processes to align with best practices and organizational goals.
• Ensure offices meet health, safety, ergonomics, and functionality standards while maintaining aesthetic and brand consistency.
• Oversee all annual systems maintenance is accurate and completed in a timely manner such as fire alarm testing, fire extinguisher and emergency light maintenance, irrigation systems, and other systems as required.
• Inventory and report on all office space leases and utilization metrics, providing insights to leadership for decision-making.
• Establish and maintain office décor and space standards that reflect our brand, and enhance our client and employee experience.  This includes planning of shared visitor/hotel landing space areas across locations as needed.
• Direct the access control, security system monitoring, and maintenance needs across all Savant offices to ensure safety and security
• Oversee the office supply replenishment process to meet the requirements of each Savant location, ensuring consistency and cost efficiency
• Ensure that a high level of service is provided to Savant team members by managing the facilities helpdesk and addressing concerns in a timely manner.
• Collaborate with the Savant Finance team on CAMs management and cost monitoring, ensuring all facilities-related expenses are within budget

• Select, supervise, empower, coach, develop, and retain a team of qualified individuals through effective hiring, employee development, performance management, succession planning, and recognition.
• Develop and execute a clear succession plan for all key roles within the team, ensuring readiness and continuity in leadership positions.
• Align team objectives and individual performance metrics directly with organizational strategic goals, ensuring clear communication and understanding of how team efforts contribute to broader company success.
• Oversee and lead staff, including hiring, assigning work, and recommending salary increases, promotions, transfers, demotions, or terminations.
• Maintain open and effective communication, ensuring that team members are informed, engaged, and aligned with firm updates and strategic changes.
• Actively engage in ongoing coaching, providing regular, constructive feedback and guidance to foster professional growth and improvement.
• Encourage innovation and continuous improvement by fostering an environment that welcomes new ideas, supports risk-taking, and drives towards enhanced operational effectiveness.
• Professional development of team including identifying and applying career advancement opportunities
• When managing subordinate supervisors, provide leadership, guidance, and resources needed to ensure they are effective in their management roles.
• Model exemplary conduct by consistently upholding the highest ethical and legal standards, and actively promote adherence to Savant’s policies, procedures, and core values.

Qualifications

• BA/BS degree in Business, Engineering, Architecture, or equivalent experience

• 10 years proven success in a facilities/building management role 
• Proven management and supervisory experience required
• Experience in financial services company environment is preferred

• Proficient in Microsoft desktop applications
• Proficient in maintenance management/support ticketing request software
• Familiarity with access control and security systems and related software
• Ability to negotiate tenant lease contracts and contractor/job site vendor contracts
• Well versed at solving issues and delegating work tasks
• Excellent written and verbal communication skills
• Excellent organization, project management, and time management skills
• Experience in planning and executing large, complex projects
• Adept at leading strategies for continuous improvement and executing change management
• Ability to travel to regional office sites as necessary
• Valid driver’s license, reliable transportation and evidence of auto insurance
• Self-motivated, customer service oriented, energetic, resourceful, and eager to learn
• Organized and detail-oriented, with demonstrated analytical and problem-solving skills
• High level of comfort in working with a team to complete complex projects

• We are a growing, fee-only, independent, majority employee-owned RIA.
• We believe in collaboration, innovation, excellence, doing what’s right, and helping our team to provide world class service.
• We help our clients reach their ideal futures.
• Our culture is described through our corporate values of excellence, integrity, lifelong learning, respect, growth, and servant leadership. These core values truly define the “Savant Way.” We are dedicated to living these values through our relationships with clients, each other, and the communities in which we serve.

• Comprehensive Benefits Package 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 Fridays.
• Employee Recognition: Be celebrated with 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.