Regional Director, Advisory - Central/Western U.S.

What You’ll Do

• Advisor Leadership & Development Lead, coach, and develop a team of Managing Directors and Financial Advisors
• Drive advisor effectiveness, accountability, and performance across your region
• Support onboarding and integration of new advisors and partner firms
• Provide ongoing coaching tied to behaviors that drive growth and client outcomes
• Own regional P&L and deliver on revenue and growth targets
• Develop and execute organic growth strategies aligned to firm objectives
• Monitor KPIs and performance metrics; identify trends and implement adjustments
• Partner with advisors to support business development and client acquisition efforts
• Ensure consistent adoption of Savant’s advisory playbook, processes, and tools
• Facilitate best practice sharing across teams and regions
• Work closely with internal partners (Marketing, Investment Research, Tax & Consulting) to enhance the client experience
• Support advisor training, development programs, and regional events
• Talent & Organizational Leadership
• Build and maintain a strong talent pipeline in partnership with Talent Acquisition
• Hire, develop, and retain high-performing advisor talent
• Drive team capacity planning, staffing strategy, and succession planning
• Champion Savant’s culture, values, and leadership expectations
• Change Leadership
• Lead through growth and change, including acquisition integration and organizational evolution
• Effectively communicate and implement new initiatives, programs, and strategic priorities
• Serve as a trusted partner to advisors and leaders navigating change

Qualifications

• Bachelor’s degree required; advanced degree or professional designation (CFP® or similar) preferred
• 10+ years of experience in wealth management or financial services
• 5+ years in a leadership role with accountability for revenue or business performance
• Demonstrated experience leading advisor teams and driving growth outcomes
• Strong understanding of advisor business models, practice management, and client experience
• Experience working within a multi-location or highly distributed organization

What Success Looks Like

• Advisors in your region are growing, engaged, and operating at a high level of consistency
• Strong alignment between firm strategy and advisor execution
• Measurable improvements in client retention, growth, and advisor productivity
• A culture of accountability, collaboration, and continuous improvement

The Perks

• Core Benefits (Effective Day One): Medical, dental, and vision coverage with multiple plan options, HSA or FSA, company-paid life insurance, AD&D, and disability coverage
• Financial & Long-Term Rewards: 401(k) with company match (Roth and Traditional options), team-based incentive opportunities and recognition program
• Time Away & Flexibility: 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
• Well-Being & Everyday Perks: Employee Assistance Program (EAP), wellness reimbursements (e.g., gym memberships), flexible “Dress for Your Day” approach