Director, Mass Affluent Advisory Solutions

Savant is adding to our Advisory leadership team and is seeking a Director of Mass Affluent Solutions . This 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