Regional Director, Advisory - New Partner Optimization

Savant Wealth Management•Rockford, IL

5d•$200,000 - $250,000•Remote

About The Position

As a Regional Director at Savant, you’re more than a business leader—you’re the face of our culture and the catalyst for success in your markets. This role is about shaping strategy, building strong partnerships, and empowering teams to deliver exceptional results. You’ll set the tone for growth, lead innovative initiatives, and ensure every teammate and client experience reflects our commitment to excellence. The Regional Director (RD) within the New Partner Optimization team can expect to focus in the following areas: Leads integration efforts, helps to realize synergies and accelerate growth plan Skilled in delivering and supporting change management messaging with teams. Is calm in the face of high emotion or conflict and actively works to reduce tension and dissatisfaction. Is viewed as a skilled communicator that is viewed as objective and respectful to other Ensures adherence to Optimization Playbook and key milestones through each phase of integration Owns the P&L of assigned teams. Develops a regional organic growth strategy to achieve firm goals as well as a strategy to improve client retention; monitors retention metrics across teams and resolves any issues. Partners with the Director of Client Service to ensure optimal service to advisors and clients Achieves segmentation and utilization metrics. Accountable for appropriate team capacity allocation and planning. Develops staffing plans tailored to the regional needs and growth projections. Facilitates cross-team collaboration and defining best practices with other Regional Directors. Assists with sourcing and attracting advisory talent. Supports efforts that promote a healthy talent pipeline (career fairs, internships, etc.) Assists with sourcing M&A targets Develops and organizes advisor retreats and events in their region. Is actively involved in the continual training and education of all Advisors to enhance their skillsets and knowledge base. Provides support to advisors with sourcing and closing new client opportunities with advisors, when needed. Supports new business development outreach through community events, educational outreach and social organization involvement. Facilitate various all-hands calls across regions. For example, monthly Team Lead calls, employee recognition calls, etc. Work directly with internal partners (i.e. Marketing, Investment Research, Tax & Consulting) on behalf of Advisory with the goal of supporting the overall client experiences.

Requirements

Bachelor’s degree in business, finance, marketing or related field from an accredited college or university required; master’s degree preferred.
Team player with can-do attitude, flexibility, and desire to support the growth of advisors/teams/regions/firm.
Minimum of 10 years in the wealth management industry.
Minimum of 5 years in a leadership role and accountable for regional revenue targets or similar.
This role requires registration due the supervisory nature of other Investment Advisor Representatives (IARs). Therefore, holding a current Series 65 (or equivalent) or holding another qualifying designation (CFP, CFA, PFS, CIC, ChFC) is required.
Dependent on the region, this position may require up to 75% travel, typically to various company locations and may include overnight stays. At times, there may be frequent travel, including multiple consecutive days away from home. The ability to manage travel schedules flexibly and effectively is essential for this role.
Outstanding communication and interpersonal skills

Nice To Haves

CFP (Certified Financial Planning) designation or similar designation highly preferred.
Proven success in a competitive environment leading an Advisory team to achieve aggressive growth targets
Knowledge of best practices for advisory teams and firms, including strategy, growth, human capital, operations, etc.
Familiarity with Salesforce, Tamarac, Office, MoneyGuide.
Aptitude in creative problem-solving
Experience determining the needs of partners and prospects through probing questions, offering solutions, and asking for the right actions.
Not afraid to get into the weeds and roll-up sleeves mentality.
Experience implementing Advisor sales training tied to activities/behaviors that drive results.

Responsibilities

Leads integration efforts, helps to realize synergies and accelerate growth plan
Skilled in delivering and supporting change management messaging with teams.
Ensures adherence to Optimization Playbook and key milestones through each phase of integration
Owns the P&L of assigned teams.
Develops a regional organic growth strategy to achieve firm goals as well as a strategy to improve client retention; monitors retention metrics across teams and resolves any issues.
Partners with the Director of Client Service to ensure optimal service to advisors and clients
Achieves segmentation and utilization metrics.
Accountable for appropriate team capacity allocation and planning.
Develops staffing plans tailored to the regional needs and growth projections.
Facilitates cross-team collaboration and defining best practices with other Regional Directors.
Assists with sourcing and attracting advisory talent. Supports efforts that promote a healthy talent pipeline (career fairs, internships, etc.)
Assists with sourcing M&A targets
Develops and organizes advisor retreats and events in their region. Is actively involved in the continual training and education of all Advisors to enhance their skillsets and knowledge base.
Provides support to advisors with sourcing and closing new client opportunities with advisors, when needed. Supports new business development outreach through community events, educational outreach and social organization involvement.
Facilitate various all-hands calls across regions. For example, monthly Team Lead calls, employee recognition calls, etc.
Work directly with internal partners (i.e. Marketing, Investment Research, Tax & Consulting) on behalf of Advisory with the goal of supporting the overall client experiences.

Benefits

Benefit Eligibility on Day One: Enjoy immediate access to a robust benefits package starting on your first day of employment.
Choice of Medical Plans: Select from two medical plans tailored to fit your needs.
Health & Wellness Accounts: Opt for a Health Savings Account (HSA) or Flexible Spending Account (FSA) to manage your healthcare expenses.
Flexible Dental Coverage: Choose between two dental plan options for optimal oral health.
Vision Insurance: Keep your eyes healthy with our vision insurance plan.
Company-Paid Life & AD&D Insurance: Feel secure with fully covered basic life insurance and accidental death & dismemberment benefits.
Company-Paid Disability Coverage: Rest easy knowing you’re covered with both short-term and long-term disability plans.
401(k) with Company Match: Invest in your future with both Roth and Traditional 401(k) plans, featuring a per pay period company match.
Generous Paid Time Off: Benefit from PTO that increases with your years of service, at least 11 paid holidays each year, a paid day each year for your Savantiversary, and enjoy shorter work weeks with our Summer Hours.
Additional Leave and Time Off Benefits: Personal leave, parental leave, professional development paid time, and bereavement pay are just a few examples of how you will be supported with time off and other benefits during life's most critical moments.
Dress Code: Enjoy a “Dress for Your Day” approach to your style. We offer wardrobe flexibility based on office culture, client expectations, and your daily schedule.
Employee Recognition: Enjoy monetary awards through our recognition program.
Team Incentive Plans: Participate in our team incentive plan for additional earning opportunities.
Employee Assistance Program: Access support through our Employee Assistance Program whenever you need it.
Exclusive Discounts: Take advantage of various discount programs for additional savings.
Wellness Reimbursements: Get reimbursed for gym memberships and other wellness programs to stay fit and healthy.
Additional Perks: Get reimbursed for your warehouse club memberships and receive an allowance for Savant Swag.