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. This is a highly visible leadership role with P&L ownership, direct accountability for advisor outcomes, and significant influence on how we continue to grow and evolve as a firm.
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 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
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
At Savant, we invest in our people—supporting both their well-being and long-term growth.
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
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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:
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’re happy to share more details about our benefits and total rewards during the hiring process.
Take your career to new heights, apply today!
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.
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, and skills required of the incumbent in this position. Any combination of equivalent education and work experience will be considered.
Savant Capital LLC, is an Equal Opportunity Employer
