Note: The job is a remote job and is open to candidates in USA. Savant Wealth Management is an independent wealth management firm seeking a Business Operations Manager to serve as a strategic operating partner to the Chief Investment and Advice Officer. The role coordinates cross-functional initiatives, drives accountability and reporting, improves processes, prepares executive materials, and supports change management across the Advice organization.
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
- Create meaningful leverage for senior leadership
- Help keep strategic priorities moving forward despite competing demands
- Improve visibility into performance, risks, opportunities, and progress across the Advice organization
- Bring greater consistency to goals, reporting, and execution
- Partner with leaders to solve problems proactively rather than reactively
- Help build scalable operating practices that support Savant's continued growth
Skills
- We're looking for someone who is naturally curious, highly organized, and comfortable working independently in a fast-paced environment
- 5+ years of experience in business operations, project management, consulting, chief of staff, practice management, financial services, or a similar role
- At least 2 years of experience in financial services
- 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
- Wealth management or RIA 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
- This position is fully remote eligible, however, preference will be given to candidates who are located within the Central Time Zone
Benefits
- This role is fully remote eligible, however, preference will be given to candidates who are located within the Central Time Zone.
- 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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