Regional Director, Advisory - East Coast Region

Description

Lead the Charge as Savant's East Coast Regional Director – Drive Growth and Inspire Success!

Are you a dynamic leader with a passion for shaping business growth and building high-performing teams? As Savant's East Coast Regional Director of Advisory, you'll be the driving force behind our success in the region. In this key leadership role, you’ll be responsible for overseeing growth targets across the East Coast region. You'll design and execute cutting-edge strategies that elevate revenue and profitability, adjusting tactics to stay ahead of market trends. With a focus on growing our presence, you’ll launch innovative marketing campaigns, plan impactful promotional events, and spearhead advisor training programs that empower our teams to deliver exceptional client experiences. As a key representative of Savant, you’ll work closely with our business partners, leading cross-functional teams to implement seamless processes that enhance client acquisition and retention. You'll also be the go-to resource for our East Coast advisory teammates, providing guidance, resolving concerns, and ensuring their success.

The Regional Director (RD) can expect to focus in the following areas:

• Owns the P&L of assigned teams

• Provide leadership to a group of advisor teams

• This is a full-time leadership position

• Develops a regional organic growth strategy to achieve firm goals

• Develops 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

• Coaches team leaders and advisors on all areas of their practice

• Facilitates cross-team collaboration and defining best practices with other RDs

• Assists with sourcing and attracting advisory talent

• Assists with sourcing M&A targets

• Develops and organizes advisor retreats and events in their region

• Provides support to advisors with sourcing and closing new client opportunities with advisors, when neede

A couple things to note about our Regional Director position in the East Coast Region:

• Candidates must reside within the region. Travel throughout the region will be expected regularly, this is not a remote opportunity.

  • Current locations include: DC Metro area; Wellesley, MA; Pennsylvania locations; and Atlanta, GA

• This is a full-time leadership position.

• All applicants must have a clean U4 with no disclosures (if applicable to the applicant).

Qualifications

The Regional Director position typically requires the following qualifications:

• Bachelor’s degree in business, finance, marketing or related field from an accredited college or university; master’s degree a plus.

• 10 years in the wealth management industry

• 5 years in a leadership role

• CFP® (Certified Financial Planning) designation preferred

• Knowledge of best practices for advisory teams and firms, including strategy, growth, human capital, operations, etc.

• Familiarity with Salesforce, Tamarac, Office, MoneyGuide

• Outstanding communication and interpersonal skills

• Aptitude in creative problem-solving

• Experience determining the needs of partners and prospects through probing questions, offering solutions and asking for the right actions

• Willingness and ability to travel

• Team player with can-do attitude, flexibility, and desire to support the growth of advisors/teams/regions/fir

•  Not afraid to get into the weeds and roll-up sleeves mentality.

Why Join Us?

• We are a growing, fee-only, independent, majority employee-owned RIA.

• We believe in collaboration, innovation, excellence, doing what’s right, and helping our team to provide world class service.

• We help our clients reach their ideal futures.

• Our culture is described through our corporate values of excellence, integrity, lifelong learning, respect, growth, and servant leadership. These core values truly define the “Savant Way.” We are dedicated to living these values through our relationships with clients, each other, and the communities in which we serve.

The Perks:

At Savant, we are committed to supporting our employees' well-being and growth. We offer a comprehensive range of benefits designed to enhance both your personal and professional life. Below is a list of our offerings. The specific benefits available for this role can be discussed in detail during the hiring process.

• Comprehensive Benefits Package 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 Fridays.

• Employee Recognition: Be celebrated with 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.

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, and skills required of the incumbent in this position. Any combination of equivalent education and work experience will be considered.

Savant Capital LLC, is an Equal Opportunity Employer.

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.