Regional Director, Advisory - New Partner Optimization

Regional Director - New Partner Optimization

Lead. Inspire. Drive Growth.

As a Regional Director at Savant, you’re more than a business leader—you’re the face of our culture and the catalyst for success in your markets. This role is about shaping strategy, building strong partnerships, and empowering teams to deliver exceptional results. You’ll set the tone for growth, lead innovative initiatives, and ensure every teammate and client experience reflects our commitment to excellence.

The Regional Director (RD) within the New Partner Optimization team can expect to focus in the following areas:

• Leads integration efforts, helps to realize synergies and accelerate growth plan
• Skilled in delivering and supporting change management messaging with teams. Is calm in the face of high emotion or conflict and actively works to reduce tension and dissatisfaction. Is viewed as a skilled communicator that is viewed as objective and respectful to other
• Ensures adherence to Optimization Playbook and key milestones through each phase of integration
• Owns the P&L of assigned teams.
• Develops a regional organic growth strategy to achieve firm goals as well as 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 involvement.
• Facilitate various all-hands calls across regions. For example, monthly Team Lead calls, employee recognition calls, etc.
• Work directly with internal partners (i.e. Marketing, Investment Research, Tax & Consulting) on behalf of Advisory with the goal of supporting the overall client experiences.
  
  

Supervisory Responsibilities

• Directly oversee and lead a regional team of primarily Managing Directors and Financial Advisors. This includes hiring, assigning work, and recommending salary increases, promotions, transfers, demotions, and/or terminations. When managing subordinate supervisors, provide leadership, guidance, and resources needed to ensure they are effective in their management roles. Management of employees should always be done in a legally compliant manner with the involvement of Human Resources as appropriate
• Champion a constructive culture and lead by example to promote an environment where employees are accountable, motivated by success, supported in taking initiatives, and are recognized for their achievements. Regularly engage with team members to ensure that cultural values are integrated into daily operations and decision-making processes, enhancing overall engagement and team cohesion
• Select, supervise, empower, coach, develop, and retain a team of qualified individuals through effective hiring, employee development, performance management, and recognition, developing and executing a clear succession plan ensuring readiness and continuity in leadership and key roles
• Establish clear performance measures for the team and individual members, ensuring these metrics are thoroughly communicated and understood. Conduct regular discussions to review these measures, providing employees with specific feedback on their performance relative to expectations. Address areas for improvement promptly and celebrate achievements to motivate and reinforce successful outcomes, providing fair, constructive, and timely feedback.
• Collaboratively set challenging but realistic goals aligned with departmental and organizational objectives. Work with employees on a plan to achieve their goals.
• Align team objectives and individual performance metrics directly with organizational strategic goals, ensuring clear communication and understanding of how team efforts contribute to broader company success
• Maintain open and effective communication, ensuring that team members are informed, engaged, and aligned with firm updates and strategic changes
• Actively engage in ongoing coaching, providing regular, constructive feedback and guidance to foster professional growth and improvement. Be approachable as a leader and regularly engage in two-way conversation with your team in effort to understand their perspective
• Encourage innovation and continuous improvement by fostering an environment that welcomes new ideas, supports risk-taking, and drives towards enhanced operational effectiveness.
• Professional development of team including identifying and applying career advancement opportunities
• Model exemplary conduct by consistently upholding the highest ethical and legal standards, and actively promote adherence to Savant’s policies, procedures, and core values.
  
  

Qualifications

The Regional Director role at Savant typically requires the following:

• Bachelor’s degree in business, finance, marketing or related field from an accredited college or university required; master’s degree preferred.
• Team player with can-do attitude, flexibility, and desire to support the growth of advisors/teams/regions/firm.
• Minimum of 10 years in the wealth management industry.
• Minimum of 5 years in a leadership role and accountable for regional revenue targets or similar.
• This role requires registration due the supervisory nature of other Investment Advisor Representatives (IARs). Therefore, holding a current Series 65 (or equivalent) or holding another qualifying designation (CFP, CFA, PFS, CIC, ChFC) is required.
• Dependent on the region, this position may require up to 75% travel, typically to various company locations and may include overnight stays. At times, there may be frequent travel, including multiple consecutive days away from home. The ability to manage travel schedules flexibly and effectively is essential for this role.
• Outstanding communication and interpersonal skills
  
  

Preferred Qualifications

• CFP (Certified Financial Planning) designation or similar designation highly preferred.
• Proven success in a competitive environment leading an Advisory team to achieve aggressive growth targets
• Knowledge of best practices for advisory teams and firms, including strategy, growth, human capital, operations, etc.
• Familiarity with Salesforce, Tamarac, Office, MoneyGuide.
• Aptitude in creative problem-solving
• Experience determining the needs of partners and prospects through probing questions, offering solutions, and asking for the right actions.
• Not afraid to get into the weeds and roll-up sleeves mentality.
• Experience implementing Advisor sales training tied to activities/behaviors that drive results.
  
  

Why Join Us?

For nearly 40 years, Savant Wealth Management has served as a trusted advisor to established individuals, families, and businesses seeking clarity and confidence in their financial lives. Our name, rooted in the Latin word sapere —“to be wise”—reflects our commitment to evidence-based investing and the power of decision-making based on deep knowledge. We are a fee-only, independent, fiduciary wealth management firm providing comprehensive guidance on investments, financial planning, tax and business consulting, estate planning, trust services, and family office support. At the heart of our firm is a culture of lifelong learning—one that values curiosity, continuous improvement, and helps clients pursue their ideal future with purpose and discipline.

Our Vision: Transform personal and financial dreams into goals and goals into reality.

Our Mission: To build one million ideal futures for our clients, our team, and the communities we serve.

Our Values: Excellence, Integrity, Lifelong Learning, Respect, Growth, Servant Leadership

The Perks

At Savant, we’re committed to supporting our team members and investing in their well-being, growth, and long-term success. We take a market-based approach to compensation to ensure pay is fair, competitive, and aligned with the scope of each role. The expected base salary range for this position is $200,000-$250,000 nationally. Final base pay will be determined thoughtfully, taking into account a variety of factors including the role’s responsibilities, relevant experience, skills, geographic location, and current market conditions. This role is also eligible for a Regional Director incentive opportunity targeted at 25-50% of base salary, which will be discussed in greater detail during the interview process.

We also offer a benefits package designed to enhance both your personal and professional life. Below is an overview of our total rewards offering. The benefits available for this role can be discussed in detail during the hiring process.

• Benefit Eligibility on Day One: Enjoy immediate access to a robust benefits package starting on your first day of employment.
• Choice of Medical Plans: Select from two medical plans tailored to fit your needs.
• Health & Wellness Accounts: Opt for a Health Savings Account (HSA) or Flexible Spending Account (FSA) to manage your healthcare expenses.
• Flexible Dental Coverage: Choose between two dental plan options for optimal oral health.
• Vision Insurance: Keep your eyes healthy with our vision insurance plan.
• Company-Paid Life & AD&D Insurance: Feel secure with fully covered basic life insurance and accidental death & dismemberment benefits.
• Company-Paid Disability Coverage: Rest easy knowing you’re covered with both short-term and long-term disability plans.
• 401(k) with Company Match: Invest in your future with both Roth and Traditional 401(k) plans, featuring a per pay period company match.
• Generous Paid Time Off: Benefit from PTO that increases with your years of service, at least 11 paid holidays each year, a paid day each year for your Savantiversary, and enjoy shorter work weeks with our Summer Hours.
• Additional Leave and Time Off Benefits: Personal leave, parental leave, professional development paid time, and bereavement pay are just a few examples of how you will be supported with time off and other benefits during life's most critical moments.
• Dress Code: Enjoy a “Dress for Your Day” approach to your style. We offer wardrobe flexibility based on office culture, client expectations, and your daily schedule.
• Employee Recognition: Enjoy monetary awards through our recognition program.
• Team Incentive Plans: Participate in our team incentive plan for additional earning opportunities.
• Employee Assistance Program: Access support through our Employee Assistance Program whenever you need it.
• Exclusive Discounts: Take advantage of various discount programs for additional savings.
• Wellness Reimbursements: Get reimbursed for gym memberships and other wellness programs to stay fit and healthy.
• Additional Perks: Get reimbursed for your warehouse club memberships and receive an allowance for Savant Swag.
  
  

Take your career to new heights, apply today!

All applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.

We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, and skills required of the incumbent in this position. Any combination of equivalent education and work experience will be considered.

Savant Capital LLC, is an Equal Opportunity Employer.