Regional Director, Advisory - East Coast

Job DetailsJob Location: Multiple Locations - Rockford, IL 61107Position Type: Full TimeSalary Range: $200,000.00 - $250,000.00 Salary/yearJob Shift: Day
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 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



 

 


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A few important notes about this role:



Flexible East Coast location (proximity to major markets preferred)


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
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Qualifications
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The Regional Director role typically requires the following 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

 

At Savant, we invest in our people—supporting both their well-being and long-term growth.