Director of Mass Affluent Solutions
About The Position
The Director of Mass Affluent Solutions is a key leadership role responsible for building, scaling, and optimizing Savant’s Beacon (mass affluent) model across the organization. This leader will drive the performance, development, and engagement of a nationwide team of advisors, ensuring a consistent, efficient, and high-quality client experience. This role blends strategy, people leadership, and execution, with a strong focus on: advisor performance and accountability, client segmentation and service delivery, scalable operating models and workflows, and data-driven decision-making. Success in this role requires the ability to translate strategy into action, influence across leadership, and continuously improve how we serve a large and growing client segment.
Requirements
- Bachelor’s degree required
- Series 65 required
- 5+ years of leadership experience in wealth management or financial services
- Demonstrated experience in client segmentation strategies
- Demonstrated experience in advisor team leadership and development
- Demonstrated experience in process optimization and scaling service models
- Strong financial acumen and experience managing toward performance or P&L outcomes
- 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.
Nice To Haves
- Advanced degree (MBA) or CFP® preferred
Responsibilities
- Lead, coach, and develop a high-performing, geographically distributed team of advisors
- Set clear expectations and hold team members accountable to service standards and performance goals
- Conduct regular 1:1s, team meetings, and performance reviews (both virtual and in-person)
- Foster a culture of engagement, continuous improvement, and accountability
- Drive the execution and ongoing evolution of the mass affluent (Beacon) strategy, ensuring it is scalable and effective
- Partner with Advisory Leadership to define and refine service models, workflows, and client experience
- Identify opportunities to enhance service delivery, growth, and advisor productivity
- Oversee client segmentation and transitions, ensuring clients are aligned to the right service model as needs evolve
- Ensure consistent delivery of high-quality advice through standardized processes and tools
- Partner with Regional Directors and advisory leaders to facilitate seamless client and advisor transitions
- Track and analyze key performance indicators (e.g., client retention, net new revenue, advisor productivity, meeting activity)
- Leverage data to inform decisions around team capacity, segmentation, and financial performance
- Provide executive-level reporting and insights to senior leadership
- Ensure strong ROI and effective resource allocation across the initiative
- Partner closely with Advisory Leadership Team, Regional Directors, Senior Managing Partners, and Operations and support teams
- Support business development efforts, referral generation, and client acquisition activities
- Collaborate to streamline processes and enhance the overall 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 programs
- 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
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Director
