Director, Mass Affluent Advisory Solutions

About the role

Savant is adding to our Advisory leadership team and is seeking a Director of Mass Affluent Solutions. This 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.

Responsibilities

• 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