Regional Director, Advisory - East Coast

Regional Director, Advisory - East Coast Savant - 3.5 Wyomissing, PA Job Details Full-time $200,000 - $250,000 a year 1 day ago Benefits Health savings account AD&D insurance Paid holidays Disability insurance Health insurance Dental insurance Flexible spending account Paid time off Parental leave Employee assistance program Vision insurance 401(k) matching Gym membership Benefits from day one Life insurance Qualifications Practice management Bachelor's degree Team management Senior leadership Full Job Description 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 Do Advisor Leadership & Development 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 Business Growth & Performance 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 Practice & Operational Excellence 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 Talent & Organizational Leadership 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 Change Leadership 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 A few important notes about this role: Flexible East Coast location (proximity to major markets preferred) Travel required to support regional teams, advisor engagement, and firm initiatives Travel cadence will vary, but will normally be around 50% of the time, with some periods of heavier travel The Regional Director role typically requires the following qualifications: Bachelor's degree required; advanced degree or professional designation (CFP® or similar) preferred 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 What Success Looks Like Advisors in your region are growing, engaged, and operating at a high level of consistency Strong alignment between firm strategy and advisor execution Measurable improvements in client retention, growth, and advisor productivity A culture of accountability, collaboration, and continuous improvement The Perks At 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 Apart Collaborative, integrated model across advisory, tax, and planning—no silos Growth-oriented firm, offering meaningful opportunities for career development and long-term impact Values-driven culture, grounded in excellence, integrity, lifelong learning, respect, growth, and servant leadership Majority employee-owned, giving our team a shared stake in our long-term success Our Total Rewards Core Benefits (Effective Day One): 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

Financial & Long-Term Rewards:

401(k) with company match (Roth and Traditional options) Team-based incentive opportunities and recognition program

Time Away & Flexibility:

Generous paid time off, plus 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

Well-Being & Everyday Perks:

Employee Assistance Program (EAP) Wellness reimbursements (e.g., gym memberships) Flexible "Dress for Your Day" approach We'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. 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