Director, Mass Affluent Advisory Solutions

Responsibilities

The Director of Mass Affluent Advisory Solutions is a key leadership role responsible for building, scaling, and optimizing Savant’s Beacon (mass affluent) model across the organization. This leader will drive the performance, development, and engagement of a nationwide team of advisors, ensuring a consistent, efficient, and high-quality client experience. This role blends strategy, people leadership, and execution, with a strong focus on:

• advisor performance and accountability
• client segmentation and service delivery
• scalable operating models and workflows
• data-driven decision-making

Success in this role requires the ability to translate strategy into action, influence across leadership, and continuously improve how we serve a large and growing client segment.

What You’ll Do

• Team Leadership & Development
• Lead, coach, and develop a high-performing, geographically distributed team of advisors
• Set clear expectations and hold team members accountable to service standards and performance goals
• Conduct regular 1:1s, team meetings, and performance reviews (both virtual and in-person)
• Foster a culture of engagement, continuous improvement, and accountability
• Strategy & Initiative Leadership
• Drive the execution and ongoing evolution of the mass affluent (Beacon) strategy, ensuring it is scalable and effective
• Partner with Advisory Leadership to define and refine service models, workflows, and client experience
• Identify opportunities to enhance service delivery, growth, and advisor productivity
• Client Segmentation & Experience
• Oversee client segmentation and transitions, ensuring clients are aligned to the right service model as needs evolve
• Ensure consistent delivery of high-quality advice through standardized processes and tools
• Partner with Regional Directors and advisory leaders to facilitate seamless client and advisor transitions
• Performance & Analytics
• Track and analyze key performance indicators (e.g., client retention, net new revenue, advisor productivity, meeting activity)
• Leverage data to inform decisions around team capacity, segmentation, and financial performance
• Provide executive-level reporting and insights to senior leadership
• Ensure strong ROI and effective resource allocation across the initiative
• Cross-Functional Collaboration
• Partner closely with:
• Advisory Leadership Team
• Regional Directors
• Senior Managing Partners
• Operations and support teams
• Support business development efforts, referral generation, and client acquisition activities
• Collaborate to streamline processes and enhance the overall client experience

Qualifications

• Bachelor’s degree required; advanced degree (MBA) or CFP® preferred
• Series 65 required
• 5+ years of leadership experience in wealth management or financial services
• Demonstrated experience in:
• client segmentation strategies
• advisor team leadership and development
• process optimization and scaling service models
• Strong financial acumen and experience managing toward performance or P&L outcomes

What Success Looks Like

• A scalable, well-defined mass affluent model that delivers consistent client outcomes
• A high-performing advisor team with strong engagement, productivity, and accountability
• Mechanizable improvements in client retention, growth, and service efficiency
• Clear alignment between strategy, segmentation, and advisor execution

The Perks

• At Savant, we invest in our people—supporting both their well-being and long-term growth.
• We take a market-based approach to compensation. The expected base salary range for this role is $190,000-230,000, with final pay determined by experience, skills, and location.
• This role may also be eligible for additional incentive compensation based on responsibilities and performance.
• Our Total Rewards Core Benefits (Effective Day One):
• Medical, dental, and vision coverage with multiple plan options
• Health Savings Account (HSA) or Flexible Spending Account (FSA)
• Company-paid life insurance, AD&D, and disability coverage
• 401(k) with company match (Roth and Traditional options)
• Team-based incentive opportunities and recognition programs
• Generous paid time off, plus at least 10 paid holidays
• Annual “Savantiversary” day
• Summer Hours (shorter work weeks during the summer)
• Parental leave, personal leave, and other life-event support
• Wellness reimbursements (e.g., gym memberships)
• Flexible “Dress for Your Day” approach

Additional Information

• We are happy to share more details about our benefits and total rewards during the hiring process.
• To apply, please submit your resume and cover letter.
• 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.
• Savant Capital LLC, is an Equal Opportunity Employer.