Regional Director, Advisory

As the Regional Director for New Partner Optimization, you are the driving force behind Savant’s success in your assigned markets. You’ll be a key leader, representing Savant to our teammates and business partners while shaping the growth and strategy of your region. In this role, you’ll lead the charge in expanding market presence, driving revenue growth, and optimizing profitability. You will develop and refine growth strategies, analyze market trends, and adapt approaches to stay ahead of client needs. Your leadership will directly influence marketing initiatives, promotional events, and advisor training programs, ensuring our teams are equipped to attract and retain clients effectively. With a strong blend of strategic vision and hands-on leadership, you’ll oversee multiple teams, foster collaboration, and create a high-performance culture. Your ability to communicate, inspire, and problem-solve will be key in supporting advisory teammates, addressing concerns, and enhancing the overall client experience. This is more than a leadership role—it’s an opportunity to make a lasting impact on Savant’s growth and success. Are you ready to take on the challenge?

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 Director (RD) can expect to focus in the following areas:

• Coach advisors new to Savant on firm processes.

• Monitor and reports on key KPIs through manual data gathering when necessary.

• Responsible for compensation rollout and key analytics.

• Owns the P&L of assigned teams.

• Provide leadership, coaching and mentoring to a group of advisor teams.

• This is a full-time leadership position.

• Develops a regional organic growth strategy to achieve firm goals.

• Develops a strategy to improve client retention; monitors retention metrics across teams and resolves any issues.

• Partners with the Director of Client Service to ensure optimal service to advisors and clients.

• Achieves segmentation and utilization metrics.

• Accountable for appropriate team capacity allocation and planning.

• Develops staffing plans tailored to the regional needs and growth projections.

• Facilitates cross-team collaboration and defining best practices with other Regional Directors.

• Assists with sourcing and attracting advisory talent.  Supports efforts that promote a healthy talent pipeline (career fairs, internships, etc.)

• Assists with sourcing M&A targets.

• Develops and organizes advisor retreats and events in their region.  Is actively involved in the continual training and education of all Advisors to enhance their skillsets and knowledge base.

• Provides support to advisors with sourcing and closing new client opportunities with advisors, when needed.  Supports new business development outreach through community events, educational outreach and social organization involveme