Mass Affluent Jobs (NOW HIRING)

• 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

• 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 

• 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

• 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

• 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

This role typically requires the following:

• Bachelor’s degree required; advanced degree (MBA) or CFP® preferred 
• Series 65 required 
• 5+ years of leadership experience in wealth management or financial services
• Demonstrated experience in:
  • client segmentation strategies
  • advisor team leadership and development
  • process optimization and scaling service models
• Strong financial acumen and experience managing toward performance or P&L outcomes

• A scalable, well-defined mass affluent model that delivers consistent client outcomes
• A high-performing advisor team with strong engagement, productivity, and accountability
• Measurable improvements in client retention, growth, and service efficiency
• Clear alignment between strategy, segmentation, and advisor execution

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 $190,000-230,000, with final pay determined by experience, skills, and location. This role may also be eligible for additional incentive compensation based on responsibilities and performance.

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 programs

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