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

About the Role

The Regional Director is the senior business leader for an assigned region, responsible for driving advisor and business performance, supporting growth, and ensuring a consistent, high-quality client and advisor experience. This role sits at the center of our advisory organization - partnering closely with Advisory Leadership, other Regional Directors, and cross-functional teams - to translate firm strategy into execution, develop advisor talent, and scale best practices across the region. This is a highly visible leadership role with P&L ownership, direct accountability for advisor outcomes, and significant influence on how we continue to grow and evolve as a firm.

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

Business Growth & Performance

• 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

Practice & Operational Excellence

• 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

Location & Travel

This Regional Director will lead advisors in Arizona, New Mexico, and California. Over time, this role will also lead advisors located in Colorado, Washington and Oregon. Therefore, this role can be based in the Central or Western U.S., with flexibility to work from any state where Savant currently has an office or established team presence. You may view our locations here: https://savantwealth.com/locations/

Travel required to support regional teams, advisor engagement, and firm initiatives. Travel cadence will vary, but will normally be around 50% of the time, with some periods of heavier travel.

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

Pay

Savant takes a market-based approach to compensation. The expected base salary range for this role is $220,000 - $225,000 with final pay determined by experience, skills, and location. This role is also eligible for additional incentive compensation, based on regional performance, which will be discussed in detail during the interview process.

Benefits

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

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

What Sets Savant Apart

• Collaborative, integrated model across advisory, tax, and planning—no silos
• Growth-oriented firm, offering meaningful opportunities for career development and long-term impact
• Values-driven culture, grounded in excellence, integrity, lifelong learning, respect, growth, and servant leadership
• Majority employee-owned, giving our team a shared stake in our long-term success