Regional Client Services Leader | Elevate Experience

Savant Wealth Management; Birmingham (AL); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Medical, Dental, Vision

HSA / FSA

Life Insurance / AD&D / Disability

401(k) with match

Incentives & recognition

Paid time off

Savantiversary Day

Summer Hours

Parental leave

Wellness reimbursement

Dress for Your Day

Job summary

Savant Wealth Management is seeking a Regional Manager, Client Services in Birmingham, AL. You will lead Client Service Associates and admin teams across the region, shaping a client-first culture and ensuring service excellence.

You will partner with regional leadership to sustain high standards, mentor staff, and drive growth while maintaining compliance and accountability. This role requires travel within the region and a passion for developing talent.

Qualifications

• 5-8+ years of experience in financial services, preferably within an RIA or broker-dealer environment.
• Minimum of 3 years of leadership experience, including coaching, mentoring, and developing employees.
• Strong client service mindset and commitment to doing what's right for clients.
• Excellent communication, relationship-building, and interpersonal skills.
• Experience leading within a fast-paced, evolving business environment.

Responsibilities

• Lead and develop Client Service Associates and administrative support teams across the region.
• Foster a collaborative, client-first culture focused on service excellence and operational consistency.
• Partner with regional leadership to maintain exceptional service standards and support business growth.
• Coach, mentor, and develop employees while creating opportunities for professional growth and advancement.
• Support hiring efforts, succession planning, workforce development, and team engagement.
• Drive process improvement initiatives that enhance team efficiency and the client experience.
• Resolve complex client service and operational matters with professionalism and sound judgment.
• Ensure adherence to compliance requirements and maintain a strong culture of accountability and integrity.
• Collaborate closely with advisors and regional leaders to support clients with sophisticated service needs.

Skills

Leadership

Team development

Client service

Communication

Cross-functional collaboration

Strategic planning

Education

Bachelor's degree

Job description

Savant Wealth Management is seeking a Regional Manager, Client Services in Birmingham, AL. You will lead Client Service Associates and admin teams across the region, shaping a client-first culture and ensuring service excellence.

You will partner with regional leadership to sustain high standards, mentor staff, and drive growth while maintaining compliance and accountability. This role requires travel within the region and a passion for developing talent.