Regional Manager of Client Services - Birmingham, AL

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

Lead With Purpose. Inspire People. Elevate The Client Experience.
As a Regional Manager, Client Services, you'll play a pivotal leadership role within a growing, nationally recognized wealth management firm. This is an opportunity for an experienced financial services leader to influence operations, develop high-performing teams, and help shape the client experience across a respected region of our business. You'll serve as a trusted partner to advisors, mentor and develop client service professionals, and ensure excellence remains at the center of everything we do.
We're seeking a leader who combines strong industry expertise with emotional intelligence, professionalism, and a genuine passion for helping both clients and team members succeed. If you're energized by developing people, fostering accountability, and creating exceptional experiences, we'd love to connect.
In this role, you can expect to focus in the following areas:

• 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.

A couple things to note about our Regional Manager, Client Services position:

• This position is based in the Birmingham, Alabama region and supports multiple office locations. We expect you to be able to work in person out of our office at 101 25th Street North in Birmingham.
• Regular travel within the region is expected to support teams, offices, and employee development efforts.
• This role offers significant visibility and influence, partnering closely with regional leadership and helping shape the client experience across the organization.
• Our Birmingham team is known for its professionalism, strong client relationships, and commitment to excellence.
• We're looking for a people-first leader who can balance empathy with accountability while maintaining exceptionally high standards.
• This is an excellent opportunity for someone who wants to make a meaningful impact within a growing Registered Investment Advisor (RIA).

Qualifications
The Regional Manager, Client Services position typically requires the following qualifications:

• Bachelor's degree preferred or equivalent industry experience.
• 5-8+ years of successful experience within the financial services industry, preferably within a Registered Investment Advisor (RIA) or broker-dealer environment.
• Minimum of 3 years of leadership experience, including coaching, mentoring, and developing employees.
• Demonstrated ability to build trust, develop talent, and lead high-performing teams.
• 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.
• Ability to collaborate effectively across geographically dispersed teams.
• Strong organizational, problem-solving, and critical-thinking skills.
• Experience handling employee development, performance management, and difficult conversations with professionalism and care.

What Sets Savant Apart

• Collaborative, integrated model across advisory, tax, and planning teams designed to help clients achieve their ideal future.
• Growth-oriented organization offering meaningful opportunities to make an impact and develop your career.
• Values-driven culture grounded in excellence, integrity, lifelong learning, respect, growth, and servant leadership.
• Majority employee-owned firm, giving team members a shared stake in our long-term success.
• A people-first environment where leaders are empowered to develop others, drive positive change, and contribute to a collaborative culture.

Our Total Rewards
At Savant, we invest in our people by supporting both their personal well-being and long-term professional growth.
We take a market-based approach to compensation. The expected base salary range for this role is $90,000 to $130,000 annually. Actual compensation is determined based on relevant experience, skills, qualifications, geographic location, and market considerations. This role may also be eligible for additional incentive compensation based on responsibilities and performance. Based on current Birmingham market conditions, we anticipate targeting candidates within the middle portion of the range, depending on experience and qualifications.
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 (Traditional and Roth options)
• Team-based incentive opportunities and recognition programs

Time Away & Flexibility

• Generous paid time off and paid holidays
• Annual Savantiversary Day
• Summer Hours
• Parental leave, personal leave, and additional life-event support programs

Well-Being & Everyday Perks

• Employee Assistance Program (EAP)
• Wellness reimbursement opportunities
• Flexible \"Dress for Your Day\" approach

We're happy to share additional details regarding benefits and total rewards throughout the hiring process.
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