Business Operations Manager
About The Position
Help shape the future of advice delivery at one of the nation's leading independent wealth management firms. Savant is seeking a Business Operations Manager to serve as a strategic operating partner to the Chief Investment and Advice Officer. This is an opportunity for a highly organized, business-minded professional who enjoys bringing clarity to complexity, creating structure from ambiguity, and helping leaders execute at a higher level. You'll work across Savant's Advice organization, including Financial Planning, Wealth Strategy, Wealth Transfer, Tax Strategy, Investment Research, and Trading, helping connect strategy to execution while driving accountability, visibility, and operational excellence. This role is ideal for someone who thrives at the intersection of business operations, project management, process improvement, and executive partnership.
Requirements
- 5+ years of experience in business operations, project management, consulting, chief of staff, practice management, financial services, or a similar role.
- Proven experience coordinating complex initiatives involving multiple teams and stakeholders.
- Strong communication skills with the ability to influence, facilitate, and build relationships across an organization.
- Experience using metrics, reporting, dashboards, OKRs, KPIs, or similar tools to drive accountability and decision-making.
- Exceptional organizational and follow-through skills.
- The ability to balance strategic thinking with hands-on execution.
- Comfort operating in a growing, evolving environment where priorities may shift and new opportunities regularly emerge.
- 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.
Nice To Haves
- Wealth management, RIA, banking, insurance, or broader financial services experience.
- Process improvement or operational excellence experience.
- Experience supporting senior executives or leadership teams.
- Change management, integration, or organizational transformation experience.
- Familiarity with AI and technology tools that improve efficiency, reporting, and productivity.
Responsibilities
- Partner closely with the Chief of Advice to turn strategic priorities into actionable plans and measurable outcomes.
- Coordinate initiatives that span multiple departments, ensuring key projects stay on track and barriers are removed.
- Drive accountability around goals, priorities, reporting, and execution.
- Build and maintain scorecards, dashboards, and reporting that provide visibility into organizational performance.
- Serve as a key connector between Advice and cross-functional partners including Human Capital, Technology, Operations, Compliance, Finance, Marketing, and M&A Integration.
- Identify opportunities to improve processes, streamline workflows, and increase organizational effectiveness.
- Prepare executive presentations, business cases, and strategic recommendations.
- Support change management and adoption efforts as Savant continues to grow and evolve.
Benefits
- 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
- 401(k) with company match (Roth and Traditional options)
- Team-based incentive opportunities and recognition programs
- 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
- Employee Assistance Program (EAP)
- Wellness reimbursements (e.g., gym memberships)
- Flexible “Dress for Your Day” approach
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
