Regional Director, Advisory

Savant Wealth Management
Rockford, IL
Category Accounting
Job Description
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.

Requirements

  • 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
  • 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
  • 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
  • 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
  • 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

Benefits

  • 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
  • 401(k) with company match (Roth and Traditional options)
  • Team-based incentive opportunities and recognition program
  • 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
  • Employee Assistance Program (EAP)
  • Wellness reimbursements (e.g., gym memberships)
  • Flexible “Dress for Your Day” approach
]]>