Advisory Operations Lead

Advisory Operations Lead

Remote Rockford - Rockford, IL 61107; Austin TX - Austin, TX 78746; Atlanta GA - Atlanta, GA 30350; Lincolnshire IL - Lincolnshire, IL 60069; Middleton WI - Middleton, WI 53562; Rockford IL Headquarters - Rockford, IL 61107

Overview

Salary Range $85,000.00 - $105,000.00 Salary/year Position Type Full Time

Description

This role sits at the intersection of strategy and execution within the Advisory organization. This is a role for someone who genuinely enjoys working alongside senior leaders to turn priorities into action—bringing coordination, momentum, and follow-through to meaningful work in a fast-paced, collaborative environment. The Advisory Operations Lead (known internally as the Practice Management Analyst) serves as a trusted execution partner to senior Advisory leaders, providing hands-on support to turn priorities into action. This role is less about analysis and more about ownership—driving initiatives forward, building agendas and materials, coordinating offsites and trainings, tracking commitments, and ensuring consistent follow-through across leaders and teams. Ideal candidates operate as trusted execution partners to leadership: highly organized, proactive, comfortable with ambiguity, and energized by working closely with executives in a fast-paced, collaborative environment.

The Advisory Operations Lead can expect to focus in the following areas:

• Practice & Initiative Support
• Develops project plans, priorities, timelines, and task ownership based on leadership direction.
• Reviews initiative proposals and plans to confirm clarity, feasibility, and strategic alignment.
• Conducts research and analysis to support leadership decision making.
• Prepares leadership materials such as summaries, dashboards, presentations, and pre reads.
• Operating Rhythm & Meeting Management
• Designs, maintains, and manages the operating calendar for the Advisory organization.
• Prepares agendas, briefing materials, and discussion packets for recurring and ad hoc leadership meetings.
• Facilitates meetings by ensuring objectives are met, decisions are documented, and follow up actions are assigned.
• Tracks commitments, monitors timelines, and escalates risks or delays proactively.
• Project & Initiative Execution
• Supports cross functional initiatives on behalf of Advisory leadership, ensuring milestones and deliverables are achieved.
• Monitors status of key projects and ensures progress is visible to stakeholders.
• Coordinates with leadership, Regional Directors, Senior Managing Partners, and project owners to address issues and remove obstacles.
• Ensures alignment between strategic priorities and grassroots/local initiatives.
• Cross Functional Coordination
• Serves as liaison between Advisory and core functional areas, including Operations, HR, Finance, Technology, and Marketing.
• Coordinates interdepartmental workstreams to maintain timeline integrity and avoid handoff failures.
• Ensures consistent messaging and information flow across functions.
• Supports communication and alignment with Regional Directors, Senior Managing Partners, and the Growth Team.
• Communication & Information Management
• Consolidates inputs from Advisors, Regional Directors, Senior Managing Partners, and the Growth Team into actionable insights.
• Screens, prioritizes, and addresses incoming requests to ensure leadership attention is directed to the highest impact items.
• Drafts communications, summaries, and reports for internal audiences.
• Manages documentation, follow through, and centralized tracking for major initiatives.
• Accountability & Performance Tracking
• Ensures commitments, decisions, and initiatives are followed through to completion.
• Develops and maintains tracking systems and accountability mechanisms for leadership initiatives.
• Provides visibility into progress, gaps, and barriers through written updates and reporting tools.
• Leadership Enablement
• Handles preparation, analysis, coordination, and administrative work to optimize leader capacity.
• Anticipates operational needs and proactively prepares materials, data, and insights.
• Supports Regional Directors, Senior Managing Partners, and the Growth Team in driving local business development and advisor impact

Qualifications

The Advisory Operations Lead position typically requires the following qualifications:

• Education:
  • Bachelor's Degree in Business, Finance, Marketing, Accounting, or related field.
• Experience:
  • 5+ years of experience in financial services or consulting, with industry knowledge.
  • 5+ years of program or project management experience
  • Experience working directly with executives, C Suite leaders, and other senior leaders
  • Expertise in change management and organizational transformation.

Why Join Us?

For nearly 40 years, Savant Wealth Management has served as a trusted advisor to established individuals, families, and businesses seeking clarity and confidence in their financial lives. Our name, rooted in the Latin word sapere —"to be wise"—reflects our commitment to evidence-based investing and the power of decision-making based on deep knowledge. We are a fee-only, independent, fiduciary wealth management firm providing comprehensive guidance on investments, financial planning, tax and business consulting, estate planning, trust services, and family office support. At the heart of our firm is a culture of lifelong learning—one that values curiosity, continuous improvement, and helps clients pursue their ideal future with purpose and discipline.

Our Vision: Transform personal and financial dreams into goals and goals into reality.

Our Mission: To build one million ideal futures for our clients, our team, and the communities we serve.

Our Values: Excellence, Integrity, Lifelong Learning, Respect, Growth, Servant Leadership

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 $85,000 - $105,000. However, final base pay will be carefully determined based on several factors, including responsibilities, skills, relevant experience, geographic location, and market conditions. Additionally, this role may be eligible for other forms of compensation.

We also offer a benefits package designed to enhance both your personal and professional life. Below is an overview of our total rewards offering. The benefits available for this role can be discussed in detail during the hiring process.

• 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 Reimbursement