Regional Director, Advisory - East Coast
About The Position
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.
Requirements
- Bachelor’s degree required
- 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
- 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 or professional designation (CFP® or similar) preferred
Responsibilities
- 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
- 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
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What This Job Offers
Job Type
Full-time
Career Level
Senior
