Manager, Business Intelligence Delivery

Role Description

Savant is seeking a Manager, Business Intelligence Delivery to lead the reliable delivery of analytics, reporting, dashboards, and data visualizations that help leaders across the firm make informed business decisions. This role is ideal for someone who enjoys translating business questions into clear, accurate, actionable insights and who can lead a team while partnering closely with technical, product, and business stakeholders.

This is not a platform development role. Instead, this leader will serve as the business intelligence subject matter expert and business representative for platform requirements, working closely with the Chief Product Officer organization as the platform continues to evolve. Success in this position will be measured by the reliable delivery of trusted analytics and reporting that support decision-making across the firm.

What You'll Do

• Lead the delivery of business intelligence reporting, dashboards, analytics, and data visualizations that provide stakeholders with timely and relevant information.
• Translate business needs into clear requirements, specifications, and reporting solutions in partnership with business stakeholders, technology teams, and product partners.
• Serve as the firm's business intelligence subject matter expert, helping leaders and teams understand data insights, reporting logic, and best practices.
• Partner closely with the Chief Product Officer organization to define, prioritize, and clarify business intelligence platform requirements.
• Oversee business intelligence support for mergers and acquisitions, including data normalization, integration reporting, testing, and onboarding activities.
• Ensure the accurate and timely completion of regulatory and compliance reporting requirements.
• Establish and maintain strong data governance, documentation, validation, and quality standards.
• Collaborate with offshore analytics resources, data engineers, marketing partners, and business leaders to prioritize work and keep projects moving forward.
• Lead ad hoc analyses and reporting initiatives that support strategic business priorities.
• Oversee data access, security controls, and governance practices.

Leadership Responsibilities

• Coach, develop, and mentor team members.
• Set clear expectations and accountability measures.
• Provide ongoing feedback, recognition, and performance coaching.
• Build a high-performing, collaborative team culture.
• Align team priorities with organizational and departmental goals.
• Encourage innovation, continuous improvement, and scalable ways of working.
• Foster an environment of trust, ownership, and professional growth.

What Success Looks Like

• Build strong partnerships across business and technical teams.
• Translate complex business needs into reliable analytics solutions.
• Create scalable, repeatable, and well-documented reporting processes.
• Maintain high standards for data quality, governance, and controls.
• Clearly communicate insights and recommendations to both technical and non-technical audiences.
• Support business growth through dependable analytics and reporting capabilities.

Qualifications

• Bachelor's degree in Business, Economics, Finance, Accounting, Data Science, Computer and Information Science, or a related field.
• Five or more years of experience in business intelligence, analytics, reporting, or a related field, including experience leading people or projects.
• Experience with Tableau, Power BI, or similar data visualization tools and the ability to create complex dashboards and reporting solutions.

Preferred Qualifications

• Experience with SQL, Python, AWS, ETL/ELT tools, or comparable technologies.
• Experience with Salesforce CRM.
• Demonstrated experience creating dashboards and presenting insights to business leaders.
• Strong analytical, problem-solving, and critical-thinking skills.
• Excellent communication, presentation, and stakeholder management abilities.
• Knowledge of data governance, data quality practices, and data privacy standards.
• Ability to simplify complex data and tell compelling stories through analytics.
• Experience working in a highly collaborative, cross-functional environment.
• Understanding of wealth management, financial services, or RIA business models.

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.

Company Description

This role sits at the intersection of business strategy, analytics, technology, and operational excellence. You'll have the opportunity to influence decisions across the organization, lead a talented team, shape the future of business intelligence capabilities, and help drive meaningful outcomes through data-driven insights.

• Collaborative, integrated model across advisory, tax, and planning—no silos.
• Growth-oriented firm, offering meaningful opportunities for career development and long-term impact.
• Values-driven culture, grounded in excellence, integrity, lifelong learning, respect, growth, and servant leadership.
• Majority employee-owned, giving our team a shared stake in our long-term success.