Regional Manager of Client Services - Birmingham, AL
About The Position
Lead with Purpose. Inspire People. Elevate the Client Experience. As a Regional Manager, Client Services, you'll play a pivotal leadership role within a growing, nationally recognized wealth management firm. This is an opportunity for an experienced financial services leader to influence operations, develop high-performing teams, and help shape the client experience across a respected region of our business. You'll serve as a trusted partner to advisors, mentor and develop client service professionals, and ensure excellence remains at the center of everything we do. We're seeking a leader who combines strong industry expertise with emotional intelligence, professionalism, and a genuine passion for helping both clients and team members succeed. If you're energized by developing people, fostering accountability, and creating exceptional experiences, we'd love to connect.
Requirements
- Bachelor's degree preferred or equivalent industry experience.
- 5-8+ years of successful experience within the financial services industry, preferably within a Registered Investment Advisor (RIA) or broker-dealer environment.
- Minimum of 3 years of leadership experience, including coaching, mentoring, and developing employees.
- Demonstrated ability to build trust, develop talent, and lead high-performing teams.
- Strong client service mindset and commitment to doing what's right for clients.
- Excellent communication, relationship-building, and interpersonal skills.
- Experience leading within a fast-paced, evolving business environment.
- Ability to collaborate effectively across geographically dispersed teams.
- Strong organizational, problem-solving, and critical-thinking skills.
- Experience handling employee development, performance management, and difficult conversations with professionalism and care.
- 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.
Responsibilities
- Lead and develop Client Service Associates and administrative support teams across the region.
- Foster a collaborative, client-first culture focused on service excellence and operational consistency.
- Partner with regional leadership to maintain exceptional service standards and support business growth.
- Coach, mentor, and develop employees while creating opportunities for professional growth and advancement.
- Support hiring efforts, succession planning, workforce development, and team engagement.
- Drive process improvement initiatives that enhance team efficiency and the client experience.
- Resolve complex client service and operational matters with professionalism and sound judgment.
- Ensure adherence to compliance requirements and maintain a strong culture of accountability and integrity.
- Collaborate closely with advisors and regional leaders to support clients with sophisticated service needs.
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 (Traditional and Roth options)
- Team-based incentive opportunities and recognition programs
- Generous paid time off and paid holidays
- Annual Savantiversary Day
- Summer Hours
- Parental leave, personal leave, and additional life-event support programs
- Employee Assistance Program (EAP)
- Wellness reimbursement opportunities
- Flexible "Dress for Your Day" approach
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What This Job Offers
Job Type
Full-time
Career Level
Manager
