Regional Director, Advisory

Description

As the Regional Director for New Partner Optimization, you are the driving force behind Savant’s success in your assigned markets. You’ll be a key leader, representing Savant to our teammates and business partners while shaping the growth and strategy of your region. In this role, you’ll lead the charge in expanding market presence, driving revenue growth, and optimizing profitability. You will develop and refine growth strategies, analyze market trends, and adapt approaches to stay ahead of client needs. Your leadership will directly influence marketing initiatives, promotional events, and advisor training programs, ensuring our teams are equipped to attract and retain clients effectively. With a strong blend of strategic vision and hands-on leadership, you’ll oversee multiple teams, foster collaboration, and create a high-performance culture. Your ability to communicate, inspire, and problem-solve will be key in supporting advisory teammates, addressing concerns, and enhancing the overall client experience. This is more than a leadership role—it’s an opportunity to make a lasting impact on Savant’s growth and success. Are you ready to take on the challenge?

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.

The Regional Director (RD) can expect to focus in the following areas:

• Coach advisors new to Savant on firm processes.
• Monitor and reports on key KPIs through manual data gathering when necessary.
• Responsible for compensation rollout and key analytics.
• Owns the P&L of assigned teams.
• Provide leadership, coaching and mentoring to a group of advisor teams.
• This is a full-time leadership position.
• Develops a regional organic growth strategy to achieve firm goals.
• Develops a strategy to improve client retention; monitors retention metrics across teams and resolves any issues.
• Partners with the Director of Client Service to ensure optimal service to advisors and clients.
• Achieves segmentation and utilization metrics.
• Accountable for appropriate team capacity allocation and planning.
• Develops staffing plans tailored to the regional needs and growth projections.
• Facilitates cross-team collaboration and defining best practices with other Regional Directors.
• Assists with sourcing and attracting advisory talent. Supports efforts that promote a healthy talent pipeline (career fairs, internships, etc.)
• Assists with sourcing M&A targets.
• Develops and organizes advisor retreats and events in their region. Is actively involved in the continual training and education of all Advisors to enhance their skillsets and knowledge base.
• Provides support to advisors with sourcing and closing new client opportunities with advisors, when needed. Supports new business development outreach through community events, educational outreach and social organization involvement.
• Facilitate various all-hands calls across regions. For example, monthly Team Lead calls, employee recognition calls, etc.
• Work directly with internal partners (i.e. Marketing, Investment Research, Tax & Consulting) on behalf of Advisory with the goal of supporting the overall client experience.
• Skilled in delivering and supporting change management messaging with teams. Is calm in the face of high emotion or conflict and actively works to reduce tension and dissatisfaction. Is viewed as a skilled communicator that is viewed as objective and respectful to others. Implements initiatives and supports decisions in front of employees.
• Leads integration efforts, helps to realize synergies and accelerate growth plans
• Ensures adherence to Optimization Playbook and key milestones through each phase of integration
  
  

Supervisory Responsibilities

• Directly oversee and lead a regional team of primarily Managing Directors and Financial Advisors. This includes hiring, assigning work, and recommending salary increases, promotions, transfers, demotions, and/or terminations. When managing subordinate supervisors, provide leadership, guidance, and resources needed to ensure they are effective in their management roles. Management of employees should always be done in a legally compliant manner with the involvement of Human Resources as appropriate.
• Champion a constructive culture and lead by example to promote an environment where employees are accountable, motivated by success, supported in taking initiatives, and are recognized for their achievements. Regularly engage with team members to ensure that cultural values are integrated into daily operations and decision-making processes, enhancing overall engagement and team cohesion.
• Select, supervise, empower, coach, develop, and retain a team of qualified individuals through effective hiring, employee development, performance management, and recognition, developing and executing a clear succession plan ensuring readiness and continuity in leadership and key roles.
• Establish clear performance measures for the team and individual members, ensuring these metrics are thoroughly communicated and understood. Conduct regular discussions to review these measures, providing employees with specific feedback on their performance relative to expectations. Address areas for improvement promptly and celebrate achievements to motivate and reinforce successful outcomes, providing fair, constructive, and timely feedback.
• 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.
• Collaboratively set challenging but realistic goals aligned with departmental and organizational objectives. Work with employees on a plan to achieve their goals.
• 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. Be approachable as a leader and regularly engage in two way conversation with your team in effort to understand their perspective.
• 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
• Model exemplary conduct by consistently upholding the highest ethical and legal standards, and actively promote adherence to Savant’s policies, procedures, and core values.
  
  

A couple things to note about our Regional Advisory Director position:

• This Regional Director role will work closely with locations where we are integrating new partners to Savant, which means the locations/region will change based upon business need.
• This role requires travel 50-60% of the time.
  
  

Qualifications

The Regional Director role typically requires the following qualifications:

• Bachelor’s degree in business, finance, marketing or related field from an accredited college or university required; master’s degree preferred.
• Minimum of 10 years in the wealth management industry.
• Minimum of 5 years in a leadership role and accountable for regional revenue targets or similar.
• Dependent on the region, this position may require up to 75% travel, typically to various company locations and may include overnight stays. At times, there may be frequent travel, including multiple consecutive days away from home. The ability to manage travel schedules flexibly and effectively is essential for this role.
• Outstanding communication and interpersonal skills
• Team player with can-do attitude, flexibility, and desire to support the growth of advisors/teams/regions/firm.
• Note: All applicants must have a clean U4 with no disclosures, if previously registered.
  
  

Preferred Qualifications

• CFP (Certified Financial Planning) designation or similar designation preferred.
• Knowledge of best practices for advisory teams and firms, including strategy, growth, human capital, operations, etc.
• Familiarity with Salesforce, Tamarac, Office, MoneyGuide.
• Aptitude in creative problem-solving
• Experience determining the needs of partners and prospects through probing questions, offering solutions, and asking for the right actions.
• Not afraid to get into the weeds and roll-up sleeves mentality.
• Experience implementing Advisor sales training tied to activities/behaviors that drive results.
• Proven success in a competitive environment leading an Advisory team to achieve aggressive growth targets.
  
  

Why Join Us?

• 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.
  
  

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 $165,000 - $210,000. However, final base pay will be carefully determined based on several factors, including responsibilities, job-related skills, relevant experience, geographic location, and market conditions. Additionally, this role is eligible for other forms of variable compensation.

In addition to compensation. We also offer a comprehensive benefits package designed to enhance both your personal and professional life. Below is a list of our offerings. The specific benefits available for this role can be discussed in detail during the hiring process.

• 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.
• Personal Leave: Don’t stress with the opportunity for up to four weeks of leave for extenuating circumstances that may not qualify for FMLA.
• Parental Leave: Enjoy those first few weeks with your growing family. All parents welcoming a child into their home will receive four weeks of paid parental leave. Birth Parents will receive a total of 10 weeks when combined with their medical recovery leave.
• Bereavement Pay: During these difficult times, we recognize the emotional impact and offer leave time of up to 2 week’s for employees who experience a loss of a spouse or child.
• Professional Development Paid Time: Invest in your lifelong learning and excellence. through professional development. Employees receive two paid days per test for covered certifications or registrations.
• PTO Pool: We support each other! Any unused PTO can be donated for employees to utilize for serious medical situations involving themselves as well as an immediate family member.
• 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: 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.
  
  

Take your career to new heights, apply today!

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.