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
