Regional Manager of Client Service & Engagement - Wealth Management - Birmingham, AL

Are you ready to lead, inspire, and elevate? We're looking for an experienced Regional Manager of Client Services to join our dynamic team and make an immediate impact. With a proven track record in financial services, you will guiding a high-performing team that consistently delivers exceptional service to our high-net-worth clients. If you’re passionate about mentorship, process optimization, and fostering an environment of continuous improvement, this is your opportunity to shine. You’ll leverage your leadership skills to drive change, influence colleagues, and empower your team to deliver unparalleled client experiences. Your ability to communicate effectively and motivate others will be key in shaping a culture of excellence, ensuring we not only meet, but exceed, our clients' expectations. Join us and be part of a team where your leadership will leave a lasting impact on both our team and our valued clients.

As a Regional Manager, Client Services, you will play a pivotal role ensuring world-class customer service is delivered to our clients by managing all facets of regional operations, supporting multiple office locations, as well as various business lines.  This will include helping lead and manage Client Service Associates teams within the Client Services Department to create a collaborative, smooth-running and effective operation with a reputation for excellence.  Critical to support thru leadership acumen, training, guidance, and coaching for high-functioning teams.  The Regional Manager must embrace and represent the Savant core philosophies and values demonstrating a client-first approach at the highest level. 

For more than 30 years, Savant Wealth Management has worked to provide wise counsel to individuals, families, and businesses. A fee-only, independent RIA firm, we offer investment management, financial planning, retirement planning, and family office services to financially established individuals and institutions. We also offer corporate accounting, tax preparation, payroll, and consulting. We are driven by a purpose to serve our clients with skill, passion, and integrity. Inspired by collaboration, our team craves innovation, commitment to excellence and above all, doing what is right. We are up for any challenge. If you want to be part of a culture that is defined by strong values - Savant is right for you. 

The Regional Manager of Client Service can expect to focus in the following areas:

• Responsible for managing day-to-day client service operations – while ensuring a consistent and exceptional client experience with your team members.
• Mentor, coach, and lead Client Service Teams, including Associates and Administrative support teams.
• Partner with Advisory Regional Director to help maintain the high-quality standards and client service throughout the region.
• Ensure Client Services team procedures are created, maintained and updated as needed.
• Create, deliver, and lead the Client Services Goals and Objectives with teams.
• Effective planning and managing of department staffing needs which include but are not limited to:
  • Assist with interviewing and hiring of qualified external and internal candidates.
  • Identify and develop high performing internal employees to build future talent and bench strength.
  • Manage and oversee employee performance review process for the department ensuring reviews are appropriate, accurate, and adhere to company deadlines.
  • Develop performance improvement plans and provide coaching when necessary to improve marginal employee performance ensuring a high level of accountability.
  • Manage staff, including assigning work, and recommending salary increases, promotions, transfers, or terminations.
  • Provide support, guidance, coaching and feedback as needed.
  • Professional development of team including identifying and applying career advancement opportunities.
• Continuously review department procedures to ensure we ar