Marketing Integrations & Onboarding Coordinator

Savant•Rockford, IL

11h•$72,000 - $90,000

About The Position

Savant is seeking an Integrations and Onboarding Coordinator to join our Marketing team in either Rockford, IL or Chicago, IL. The Marketing Integrations & Onboarding Coordinator plays a critical role in helping newly acquired firms successfully transition into Savant—bringing our brand, marketing engine, and go-to-market strategy to life from day one. This role owns the execution of end-to-end marketing and brand integrations, ensuring new partners feel supported, confident, and positioned to grow quickly post-close. This is a hands-on, high-impact role for someone who thrives in fast-moving environments, enjoys quarterbacking complex workstreams, and brings both structure and empathy to moments of change. You’ll sit at the intersection of marketing, advisory, technology, and compliance—turning integration plans into action and helping teams adopt “the Savant way.” Why This Role Matters This role directly shapes the experience of newly acquired partners and advisors—and influences how quickly and successfully they grow with Savant. Your work will be visible, cross-functional, and deeply connected to the firm’s growth strategy. If you love turning complexity into clarity, enjoy building trust during moments of change, and want a front-row seat to strategic growth, this role was built for you.

Requirements

Bachelor’s degree (communications, marketing, or a related field is a plus).
6+ years of progressive experience in marketing, marketing operations, brand, growth, or a related role—ideally within financial or professional services.
Proven track record of leading complex, cross-functional projects, balancing multiple stakeholders, moving parts, and deadlines.
Hands-on experience with major marketing initiatives such as brand transitions, website migrations, or other large-scale change efforts.
Solid working knowledge of digital marketing fundamentals, including websites/CMS, SEO, paid media, email marketing, CRM, and marketing automation.
The ability to turn strategy into action—building clear execution plans and driving work through to completion.
Experience partnering closely with senior leaders, advisors, or client-facing teams, especially in environments undergoing change.
Strong communication skills (written and verbal), with confidence facilitating onboarding sessions, integrations, and stakeholder meetings.
Comfort working in fast-paced, evolving environments where priorities may shift and ambiguity is part of the job.
Sound business judgment and problem-solving skills, with a practical, scalable approach to getting things done.
Project management software experience is required.

Nice To Haves

Experience in wealth management or a RIA is a plus.
Exposure to M&A initiatives, from pre-integration planning through post-integration execution.
Project management experience or formal certifications (PMP, Agile, etc.) are preferred but not required.

Responsibilities

Own and Execute Marketing Integrations
Lead full brand transitions for acquired firms, including websites, positioning, signage, collateral, and digital assets
Ensure consistent brand adoption across all channels and touchpoints
Manage marketing integration workplans, timelines, and milestones for each acquisition
Drive Go-to-Market Success
Lead and support market-specific go-to-market plans for priority new markets
Partner with advisory teams to assess readiness, adoption, and ability to close business
Support local marketing, advisor-specific initiatives, and digital demand strategies
Be the Day-to-Day Quarterback
Serve as the primary marketing liaison for acquired firm leadership and internal integration teams
Coordinate closely with digital, compliance, and IT partners to ensure timely, compliant, and secure integrations
Track progress, anticipate risks, and proactively escalate issues to keep integrations moving forward
Improve the Playbook
Identify gaps, inefficiencies, and opportunities to improve onboarding and integration processes
Partner with leadership to refine playbooks, templates, SOPs, and client communication materials as acquisition volume scales
Lead Through Change
Act as a steady, trusted presence for acquired firm leaders and advisors navigating change
Communicate clearly and consistently what is changing, why it matters, and what to expect
Balance empathy with accountability to ensure standards are met and deadlines are achieved

Benefits

Benefit Eligibility 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 Hours.
Additional Leave and Time Off Benefits: Personal leave, parental leave, professional development paid time, and bereavement pay are just a few examples of how you will be supported with time off and other benefits during life's most critical moments.
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: Enjoy 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.