Advisor Development Leader

About the role

Savant is seeking an Advisor Development Leader to design, deliver, and continuously enhance development and educational programs that strengthen advisor capability, accelerate readiness, and improve business outcomes.

Responsibilities

• Designs and delivers high-impact training in the areas of client meeting effectiveness, consultative selling, referral strategies, proposal development, and Savant systems/workflows.

• Facilitates in-person and virtual sessions with an emphasis on practice, application, and feedback.

• Provides hands-on coaching to advisors across experience levels, offering structured, actionable performance guidance.

• Develops and maintains training content, frameworks, and tools aligned to Savant’s advisory standards.

• Pairs with RDs and SMPs to develop advisor-specific development plans based on experience level, performance gaps, and career aspiration.

• Creates templates, toolkits, and coaching aids leaders can use to execute IDPs consistently.

• Translates scorecards, KPIs, and qualitative assessments into clear development actions.

• Makes regular progress checks on IDPs and provides guidance to leaders on adjusting plans as needed.

• Equips RDs and SMPs with frameworks, tools, and coaching guides for effective 1:1 advisor conversations.

• Models effective coaching by shadowing or co-coaching with leaders in select situations.

• Supports advisors in translating feedback into immediate behavior change and ongoing practice.

• Owns the advisor-specific onboarding experience for new hires and acquired advisors, in partnership with L&D and Advisory leadership.

• Designs multi-day onboarding programs, including in-person components, that accelerate confidence and competency.

• Establishes mentorship, peer learning, and skill-transfer experiences with seasoned advisors.

• Ensures onboarding continues beyond initial learning through structured development journeys.

• Supports Advisory leadership in defining readiness standards for advisor career progression.

• Aligns development programs and coaching to those standards.

• Provides input (not decision authority) on advisor readiness based on skill demonstration and behavioral maturity.

• Supports advisors through changes in service models, processes, go-to-market strategies, and tools.

• Helps translate strategic changes into advisor behavior change, not just knowledge transfer.

• Partners with Advisory and L&D to ensure training is timely, relevant, and reinforced.

• Acts as a strategic feedback channel to Advisory leadership on advisor needs, emerging skill gaps, workflow friction, and tool/process challenges.

• Helps shape future enablement priorities and investments based on field insight.

Qualifications

• Education: Bachelor’s degree in Business, Finance, Marketing, or a related field required. Advanced degree preferred.

• Experience: 5-10+ years in financial services, wealth management, or a closely related advisory/sales environment. Prior experience as an advisor, sales leader, practice management leader, or advisor coach strongly preferred.

• Demonstrated success designing and delivering development programs for experienced professionals.

• Experience supporting growth-oriented advisory teams and/or integrating acquired firms.

• Ability and willingness to travel throughout Savant's national footprint.

• High credibility with seasoned advisors and leaders.

• Strong facilitation, coaching, and communication skills.

• Deep understanding of advisory sales cycles, client dynamics, and referral strategies.

• Exceptional relationship-building and influencing capability.

• Ability to manage multiple priorities, navigate ambiguity, and operate independently.

• Strong analytical and problem-solving skills.

• Willingness to travel frequently for advisor-facing work.

• High professionalism, discretion, and alignment with Savant values.