Job Description
Job Location: Remote Rockford - Rockford, IL 61107
Position Type: Full Time
Salary Range: $105,000.00 - $135,000.00 Salary/yearSavant is seeking an Analytics Manager, Advisory Insights, to play a critical role in enabling data-driven decisions that strengthen our advisory teams and enhance the client experience. This is a hands-on, execution-focused analytics role responsible for producing accurate, trusted dashboards, reports, and analytical models that inform decision-making within the Advisory organization. This role is designed for a highly capable individual contributor who thrives in the data and details, while taking pride in analytical rigor. Success requires a strong commitment to data accuracy, consistency, and repeatability, with a clear understanding that trust in the data is a prerequisite to insight, strategy, and action. In the first 1-2 years, success is defined by restoring confidence in Advisory metrics and delivering reliable, decision-ready analytics that leadership can consistently depend on. While primarily execution-oriented, the role requires disciplined strategic thinking. Strategy shows up through thoughtful metric definition, sound modeling, and clear analytical framing – not through executive visibility or direct advisor management. This is not a CRM, systems, or IT role. It is a pure analytics role focused on precision, partnership, and enabling better business decisions through trusted data.
Primary Responsibilities:
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- - Design, build, and maintain dashboards, reports, and analytical models supporting Advisory leadership.
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- - Own data validation, reconciliation, and quality assurance processes prior to publishing any analytics.
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- - Establish confidence in the accuracy, consistency, and reliability of Advisory metrics.
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- - Document assumptions, methodologies, and definitions to support transparency and repeatability.
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Additional Responsibilities:
Business Intelligence Partnership
- Serve as a close partner to the Finance BI team, which owns data architecture, lakes, and marts.
- Translate Advisory analytical needs into clear, actionable priorities for BI partners.
- Help prioritize analytics work while respecting BI ownership of upstream data structure.
- Act as a bridge between business questions and technical data solutions.
Analytical Modeling & Decision Support
- Develop analytical and scenario models to support forecasting, trade-off analysis, and trend identification.
- Provide structured analytical support to the Advisor Leadership Team, enabling better-informed decisions.
- Frame insights clearly and objectively, supporting leadership decisions without owning them.
- Identify inconsistencies, risks, and opportunities within Advisory data.
Standards & Enablement
- Help standardize KPI definitions, reporting logic, and dashboard design across Advisory analytics.
- Improve analytical hygiene and discipline across the organization through strong work products.
- Contribute to the firm’s long-term analytical maturity through continuous improvement.
QualificationsThis role requires the following qualifications:
- Education:
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- - Bachelor’s Degree in business, analytics, statistics, business intelligence or closely related field.
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Experience:
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- - At least 5 years of experience in analytics, business intelligence, or similar function
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- - Proven track record of building and maintaining dashboards and models end-to-end.
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- - Experience supporting senior leaders in data-driven analysis
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- - Strong Business Intelligence and data visualization experience (Power BI, Tableau, Looker, etc)
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- - Financial services, professional services, or advisor experience is preferred
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- Specific Skills
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- - Strategic thinker with a strong execution bias
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- - Comfortable influencing without authority
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- - Clear, concise communicator of analytical outputs
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- - Curious, disciplined, and resilient in ambiguous environments
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- - Comfort in working with imperfect or evolving datasets.
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- - High attention to detail and commitment to data accuracy
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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 $105,000-135,000. 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 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.
Take your career to new heights, apply today!
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.
We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, and skills required of the incumbent in this position. Any combination of equivalent education and work experience will be considered.
Savant Capital LLC, is an Equal Opportunity Employer.
