Regional Director, Advisory - East Coast

Regional Director role driving advisor and business performance, supporting growth, and ensuring a consistent, high-quality client and advisor experience.

Requirements

• Bachelor's degree
• 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

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