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 DoAdvisor Leadership & DevelopmentLead, coach, and develop a team of Managing Directors and Financial AdvisorsDrive advisor effectiveness, accountability, and performance across your regionSupport onboarding and integration of new advisors and partner firmsProvide ongoing coaching tied to behaviors that drive growth and client outcomesBusiness Growth & PerformanceOwn regional P&L; and deliver on revenue and growth targetsDevelop and execute organic growth strategies aligned to firm objectivesMonitor KPIs and performance metrics; identify trends and implement adjustmentsPartner with advisors to support business development and client acquisition effortsPractice & Operational ExcellenceEnsure consistent adoption of Savant's advisory playbook, processes, and toolsFacilitate best practice sharing across teams and regionsWork closely with internal partners (Marketing, Investment Research, Tax & Consulting) to enhance the client experienceSupport advisor training, development programs, and regional eventsTalent & Organizational LeadershipBuild and maintain a strong talent pipeline in partnership with Talent AcquisitionHire, develop, and retain high-performing advisor talentDrive team capacity planning, staffing strategy, and succession planningChampion Savant's culture, values, and leadership expectationsChange LeadershipLead through growth and change,



including acquisition integration and organizational evolutionEffectively communicate and implement new initiatives, programs, and strategic prioritiesServe as a trusted partner to advisors and leaders navigating changeA Few Important Notes About This RoleLocation: 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: required to support regional teams, advisor engagement, and firm initiativesTravel cadence will vary, but will normally be around 50% of the time, with some periods of heavier travelQualificationsThe Regional Director role typically requires the following qualifications:Bachelor's degree required; advanced degree or professional designation (CFP® or similar) preferred10+ years of experience in wealth management or financial services5+ years in a leadership role with accountability for revenue or business performanceDemonstrated experience leading advisor teams and driving growth outcomesStrong understanding of advisor business models, practice management, and client experienceExperience working within a multi-location or highly distributed organizationWhat Success Looks LikeAdvisors in your region are growing, engaged, and operating at a high level of consistencyStrong alignment between firm strategy and advisor executionMeasurable improvements in client retention, growth, and advisor productivityA culture of accountability, collaboration, and continuous improvementThe PerksAt 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 ApartCollaborative, integrated model across advisory, tax, and planning—no silosGrowth-oriented firm, offering meaningful opportunities for career development and long-term impactValues-driven culture, grounded in excellence, integrity, lifelong learning, respect, growth, and servant leadershipMajority employee-owned, giving our team a shared stake in our long-term successOur Total RewardsCore Benefits (Effective Day One)Medical, dental, and vision coverage with multiple plan optionsHealth Savings Account (HSA) or Adaptable Spending Account (FSA)Company-paid life insurance, AD&D;, and disability coverageFinancial & Long-Term Rewards401(k) with company match (Roth and Traditional options)Team-based incentive opportunities and recognition programTime Away & FlexibilityGenerous paid time off, plus at least 10 paid holidaysAnnual "Savantiversary" daySummer Hours (shorter work weeks during the summer)Parental leave, personal leave, and other life-event supportWell-Being & Everyday PerksEmployee Assistance Program (EAP)Wellness reimbursements (e.g., gym memberships)Flexible "Dress for Your Day" approachWe'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.Savant Capital LLC, is an Equal Opportunity Employer
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📌 Regional Director, Advisory - Central/Western U.S. (Santa Fe)
🏢 Savant Wealth Management
📍 Santa Fe