Regional Director, Advisory

Job Details:

Job Location : Multiple Locations - Rockford, IL 61107;

Position Type : Full Time;

Salary Range : $200,000.00–$225,000.00 per year;

Job Shift : Day
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
A few important notes about this role

Location: 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 at https://savantwealth.com/locations/
Travel required to support regional teams, advisor engagement, and firm initiatives; travel cadence will vary, normally 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
Benefits

We invest in our people—supporting both their well‑being and long‑term growth. Compensation is market‑based, with a base salary range of $220,000–$225,000 and additional incentive compensation tied to regional performance.
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
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.
Savant Capital LLC is an Equal Opportunity Employer.

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