Business Operations Manager, Advice
Help shape the future of advice delivery at one of the nation's leading independent wealth management firms.
Savant is seeking a Business Operations Manager to serve as a strategic operating partner to the Chief Investment and Advice Officer. This is an opportunity for a highly organized, business-minded professional who enjoys bringing clarity to complexity, creating structure from ambiguity, and helping leaders execute at a higher level. You'll work across Savant's Advice organization, including Financial Planning, Wealth Strategy, Wealth Transfer, Tax Strategy, Investment Research, and Trading, helping connect strategy to execution while driving accountability, visibility, and operational excellence. This role is ideal for someone who thrives at the intersection of business operations, project management, process improvement, and executive partnership.
What You'll Do
As the Advice Business Operations Manager, you will:
- 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.
What Success Looks Like
In this role, you will:
- 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.
A few important details about this role:
- This position is fully remote eligible, however, preference will be given to candidates who are located within the Central Time Zone.
- This role will report to the Chief Investment & Advice Officer who is located in Birmingham, AL.