Are you ready to lead, inspire, and elevate? We're looking for an experienced Regional Manager of Client Services to join our dynamic team and make an immediate impact. With a proven track record in financial services, you will guiding a high-performing team that consistently delivers exceptional service to our high-net-worth clients. If you’re passionate about mentorship, process optimization, and fostering an environment of continuous improvement, this is your opportunity to shine. You’ll leverage your leadership skills to drive change, influence colleagues, and empower your team to deliver unparalleled client experiences. Your ability to communicate effectively and motivate others will be key in shaping a culture of excellence, ensuring we not only meet, but exceed, our clients' expectations. Join us and be part of a team where your leadership will leave a lasting impact on both our team and our valued clients.

As a Regional Manager, Client Services, you will play a pivotal role ensuring world-class customer service is delivered to our clients by managing all facets of regional operations, supporting multiple office locations, as well as various business lines. This will include helping lead and manage Client Service Associates teams within the Client Services Department to create a collaborative, smooth-running and effective operation with a reputation for excellence. Critical to support thru leadership acumen, training, guidance, and coaching for high-functioning teams. The Regional Manager must embrace and represent the Savant core philosophies and values demonstrating a client-first approach at the highest level.

For more than 30 years, Savant Wealth Management has worked to provide wise counsel to individuals, families, and businesses. A fee-only, independent RIA firm, we offer investment management, financial planning, retirement planning, and family office services to financially established individuals and institutions. We also offer corporate accounting, tax preparation, payroll, and consulting. We are driven by a purpose to serve our clients with skill, passion, and integrity. Inspired by collaboration, our team craves innovation, commitment to excellence and above all, doing what is right. We are up for any challenge. If you want to be part of a culture that is defined by strong values - Savant is right for you.

The Regional Manager of Client Service can expect to focus in the following areas:

• Responsible for managing day-to-day client service operations – while ensuring a consistent and exceptional client experience with your team members.
• Mentor, coach, and lead Client Service Teams, including Associates and Administrative support teams.
• Partner with Advisory Regional Director to help maintain the high-quality standards and client service throughout the region.
• Ensure Client Services team procedures are created, maintained and updated as needed.
• Create, deliver, and lead the Client Services Goals and Objectives with teams.
• Effective planning and managing of department staffing needs which include but are not limited to:
• Assist with interviewing and hiring of qualified external and internal candidates.
• Identify and develop high performing internal employees to build future talent and bench strength.
• Manage and oversee employee performance review process for the department ensuring reviews are appropriate, accurate, and adhere to company deadlines.
• Develop performance improvement plans and provide coaching when necessary to improve marginal employee performance ensuring a high level of accountability.
• Manage staff, including assigning work, and recommending salary increases, promotions, transfers, or terminations.
• Provide support, guidance, coaching and feedback as needed.
• Professional development of team including identifying and applying career advancement opportunities.
• Continuously review department procedures to ensure we are effective, efficient, and maximizing resources.
• Responsible for resolving high-level service and operational issues.
• Responsible for understanding and enforcing all Compliance requirements, anticipating needs, and implementing changes whenever necessary to maintain our strong compliance culture. Performing audits/reviews and related duties, as necessary.
• Act as liaison for outside custodians and third-party vendors when necessary.
• Directly support Advisors and Clients requests – particularly those more complex and sensitive in nature.
• Be flexible in approach and willing to support others as needed.
  

A couple things to note about our Regional Manager of Client Service position:

• This position is based in our Birmingham, AL office. You must be able to work in-person, Monday-Friday. You can expect to travel to other offices once or twice a quarter. Typical working hours are Monday-Friday, 8:00AM-5:00PM CST.
  
  

The Regional Manager of Client Service position typically requires the following qualifications:

• Bachelor’s Degree preferred, or equivalent industry experience.
• 5-8 years proven success within financial industry required in a registered investment advisor or broker-dealer setting.
• Minimum 3+ years of related management experience.
• Experience leading a large geographically dispersed workforce highly preferred.
• Strong client service skills required.
• Possess well-developed skills for building long-term relationships and managerial style that fosters the trust and respect of a highly diverse client base. Ability to lead and manage in a fast-paced and ever-changing business environment.
• Ability to work collaboratively and connect with both virtual and in-person team members while fostering a results-driven team environment. Proven ability to lead and mentor others effectively.
• Experience with progressive disciplinary processes and the ability to deliver and manage difficult conversations.
• Travel required to visit local branch offices and meet with employees.
• Proficiency in Word, Excel, PowerPoint, Outlook, CRM software- Salesforce experience a plus.
• Must be organized and detail-oriented and effectively apply critical thinking skills.
• Must possess a consistent positive attitude and mindset with strong communication skills.
• Attention to detail, ability to organize work and follow-up skills are critical to the successful performance of position responsibilities.
• Hands-on, strong team player and fully accountable for delivering agreed upon performance reviews.
• Position requires high level of confidentiality.
  
  

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' as well as investing in their well-being and growth. We take a market-based approach to compensation. The expected base salary range for this role nationally is $73,000-$106,000. However, final base pay will be carefully determined based on several factors, including responsibilities, job-related skills, relevant experience, geographic location, and market conditions. Additionally, this role may be eligible for other forms of compensation and benefits.

In addition to compensation. We also 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.
• Personal Leave: Don’t stress with the opportunity for up to four weeks of leave for extenuating circumstances that may not qualify for FMLA.
• Parental Leave: Enjoy those first few weeks with your growing family. All parents welcoming a child into their home will receive four weeks of paid parental leave. Birth Parents will receive a total of 10 weeks when combined with their medical recovery leave.
• Bereavement Pay: During these difficult times, we recognize the emotional impact and offer leave time of up to 2 week’s for employees who experience a loss of a spouse or child.
• Professional Development Paid Time: Invest in your lifelong learning and excellence. through professional development. Employees receive two paid days per test for covered certifications or registrations.
• PTO Pool: We support each other! Any unused PTO can be donated for employees to utilize for serious medical situations involving themselves as well as an immediate family member.
• Dress Code: Enjoy a “Dress for Your Day” approach to your style. We offer wardrobe flexibility based on office culture, client expectations, and your daily schedule.
• 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.
  
  

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.