Director, Mass Affluent Advisory Solutions

The Director of Mass Affluent Advisory Solutions is a key leadership role responsible for building, scaling, and optimizing Savant’s Beacon (mass affluent) model across the organization. This leader will drive the performance, development, and engagement of a nationwide team of advisors, ensuring a consistent, efficient, and high-quality client experience. This role blends strategy, people leadership, and execution, with a strong focus on:

advisor performance and accountability
client segmentation and service delivery
scalable operating models and workflows
data-driven decision-making

Success in this role requires the ability to translate strategy into action, influence across leadership, and continuously improve how we serve a large and growing client segment.

What You’ll Do

Team Leadership & Development

Lead, coach, and develop a high-performing, geographically distributed team of advisors
Set clear expectations and hold team members accountable to service standards and performance goals
Conduct regular 1:1s, team meetings, and performance reviews (both virtual and in-person)
Foster a culture of engagement, continuous improvement, and accountability

Strategy & Initiative Leadership

Drive the execution and ongoing evolution of the mass affluent (Beacon) strategy, ensuring it is scalable and effective
Partner with Advisory Leadership to define and refine service models, workflows, and client experience
Identify opportunities to enhance service delivery, growth, and advisor productivity

Client Segmentation & Experience

Oversee client segmentation and transitions, ensuring clients are aligned to the right service model as needs evolve
Ensure consistent delivery of high-quality advice through standardized processes and tools
Partner with Regional Directors and advisory leaders to facilitate seamless client and advisor transitions

Performance & Analytics

Track and analyze key performance indicators (e.g., client retention, net new revenue, advisor productivity, meeting activity)
Leverage data to inform decisions around team capacity, segmentation, and financial performance
Provide executive-level reporting and insights to senior leadership
Ensure strong ROI and effective resource allocation across the initiative

Cross-Functional Collaboration

Partner closely with:
- Advisory Leadership Team
- Regional Directors
- Senior Managing Partners
- Operations and support teams

Support business development efforts, referral generation, and client acquisition activities
Collaborate to streamline processes and enhance the overall client experience