Regional Director, Advisory - Central/Western U.S.

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.

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 the 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 here: https://savantwealth.com/locations/

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

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
We take a market‑based approach to compensation. The expected base salary range for this role is $220,000 – $225,000 with final pay determined by experience, skills, and location. This role is also eligible for additional incentive compensation, based on regional performance, which will be discussed in detail during the interview process.

What Sets Savant Apart

Collaborative, integrated model across advisory, tax, and planning—no silos

Growth‑oriented firm, offering meaningful opportunities for career development and long‑term impact

Values‑driven culture, grounded in excellence, integrity, lifelong learning, respect, growth, and servant leadership

Majority employee‑owned, giving our team a shared stake in our long‑term success

Our Total Rewards
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

We have stated the above regarding employee benefits and compensation and any combination of equivalent education and work experience will be considered.

Savant Capital LLC, is an Equal Opportunity Employer

#J-18808-Ljbffr