Savant Wealth Management

• Work alongside a collaborative team of advisors and specialists to create sophisticated tax strategies for high-net-worth clients
• Develop and implement proactive tax planning strategies for high-net-worth clients and business owners
• Review tax planning strategies and estimates, providing actionable insights for complex client scenarios
• Research and analyze complex tax transactions and topics, communicating findings and recommendations clearly to clients and internal teams
• Manage assigned client relationships, tax projects, and workflow during tax season
• Provide subject-matter tax expertise to clients, advisors, and firm leadership
• Review and signing of complex individual, trust, partnership, foundation and corporate tax returns
• Responsible for coordination, review and delivery of multi-family, multi-tax return groups
• Analyze IRS and state notices, preparing or reviewing responses as needed
• Work directly with taxing authorities on resolving client tax issues
• Contribute to the review and enhancement of internal policies and procedures for a fully integrated tax strategy practice
• Provide subject matter for educational and promotional materials
• Present tax concepts to advisors, clients, prospects, and centers of influence (COIs)
• Serve as a mentor and role model for tax and planning team members
• Assist in training and developing staff through hands-on guidance and interactive team engagement
• Maintain a team-first mindset by assisting colleagues and stepping in when needed

Senior Tax Strategy Advisor

• Develop and implement proactive tax planning strategies for high-net-worth clients and business owners, aligning recommendations with overall financial goals.
• Review tax planning strategies and estimates, providing actionable insights for complex client scenarios.
• Research and analyze complex tax transactions and topics, communicating findings and recommendations clearly to clients and internal teams.
• Manage assigned client relationships, tax projects, and workflow during tax season, ensuring timely and accurate deliverables.
• Provide subject-matter tax expertise to clients, advisors, and firm leadership to support integrated wealth management solutions.
• Review and signing of complex individual, trust, partnership, foundation and corporate tax returns, ensuring accuracy and compliance, as required.
• Responsible for coordination, review and delivery of multi-family, multi-tax return groups (i.e., parents, children, trusts, and other entities) and ensuring a concierge experience for our highest net worth clients.
• Deliver finalized tax return packages to clients, as needed.
• Analyze IRS and state notices, preparing or reviewing responses as needed.
• Work directly with taxing authorities on resolving client tax issues.
• Contribute to the review and enhancement of internal policies and procedures for a fully integrated tax strategy practice.
• Provide subject matter for educational and promotional materials, such as presentations, articles, and marketing content.
• Present tax concepts to advisors, clients, prospects, and centers of influence (COIs) at events and workshops.
• Serve as a mentor and role model for tax and planning team members, fostering a collaborative and growth-oriented environment.
• Assist in training and developing staff through hands-on guidance and interactive team engagement.
• Offer feedback on training programs for new tax team members and advisors.
• Maintain a team-first mindset by assisting colleagues and stepping in when needed.
• Perform additional duties as assigned to support client service and firm objectives.

Change Management

• Drive Strategic Alignment
• Partner with senior leaders to build alignment around major decisions and strategic priorities.
• Diagnose organizational friction, communication gaps, and execution barriers.
• Help design governance structures, operating rhythms, and communication approaches that improve clarity and execution.
• Assess organizational readiness for change and provide recommendations on sequencing and implementation.
• Shape Enterprise Communications
• Develop executive presentations, strategic narratives, discussion materials, and leadership communications.
• Translate complex ideas into practical, compelling messages.
• Help shape how strategic priorities are communicated across the organization.
• Build the analytical and narrative foundation behind important enterprise decisions.
• Lead Change and Adoption Efforts
• Drive adoption of enterprise technology, AI-enabled workflows, and new ways of working.
• Develop change strategies that account for organizational behavior, incentives, communication, and leadership influence.
• Facilitate workshops, working sessions, and leadership discussions that produce meaningful decisions and actionable next steps.
• Help strategic initiatives gain lasting traction by creating sustainable behavior change.
• Provide Strategic Analysis and Insights
• Conduct research, benchmarking, and analysis to support enterprise decision-making.
• Synthesize qualitative and quantitative information into actionable insights.
• Bring structure and clarity to complex business challenges.
• Develop frameworks and recommendations that support long-term organizational evolution.

Enterprise Strategy Associate – Change Management

Associate

• Develop strategic roadmaps and business cases for changes to operating models, organizational structures, and enterprise capabilities.
• Identify where decisions, collaboration, or workflows are creating friction across the organization — and help design credible paths forward.
• Define governance models, decision rights, and cross-functional operating rhythms that improve clarity and execution speed.
• Translate organizational insights, competitive intelligence, and business priorities into practical strategic direction.
• Design and pilot new ways of working that improve effectiveness, scalability, and enterprise alignment.
• Assess how AI, automation, and emerging capabilities can enhance decision-making, workflows, employee experience, and client delivery.
• Research emerging AI capabilities, industry innovation, and competitive shifts that should influence how the firm operates and competes.
• Track realized outcomes against expected ROI, identify gaps, and recommend adjustments when results differ from the original business case.
• Develop strategic narratives, frameworks, and materials that bring complex ideas to life for senior leadership and the Operating Committee.
• Structure ambiguous questions into clear problem statements, hypotheses, and well-supported recommendations.
• Synthesize qualitative and quantitative analysis into insights that are rigorous, practical, and actionable.

Enterprise Strategy Associate

Director

• Define, document, and maintain firmwide advisor operating standards and best practices, with a focus on day-to-day advisor workflows, planning cadence, and operating discipline
• Establish clear guardrails and minimum standards while allowing flexibility within defined frameworks
• Own and evolve advisor standards to support consistency across legacy and newly acquired firms
• Partner with Regional Directors to ensure standards are clearly communicated, coachable, and scalable
• Continuously evaluate standards to ensure they remain practical, relevant, and aligned with firm strategy
• Serve as a strategic thought partner to the ALT on advisor-related initiatives and enterprise priorities
• Own and evolve the firm’s annual advisor business planning frameworks and supporting tools
• Partner on advisor compensation modeling, providing structure, scenario analysis, and decision support
• Help design and support rollout of major advisor-facing initiatives, ensuring clarity of intent, sequencing, and expectations
• Elevate decision-making by grounding discussions in structured frameworks and reliable data
• Directly manage and provide leadership to the Analytics Manager
• Set analytical priorities and ensure alignment between analytics output and business needs
• Ensure advisor-related dashboards, reports, and models are accurate, trusted, and decision-ready
• Act as the point of accountability for analytical clarity and transparency related to advisor performance, planning, and compensation
• Partner cross-functionally with Finance and Business Intelligence teams to ensure strong data integrity and alignment
• Support faster, more consistent integration of acquired firms through standardized advisor operating frameworks
• Reduce variability and ambiguity in advisor operations across regions
• Identify opportunities to simplify, systematize, and scale advisor practices without sacrificing quality or client experience
• Take a forward-looking view by researching industry best practices and selectively incorporating them into Savant’s operating model

Director, Practice Management

Trader

• Process trades in client accounts consistent with Savant’s investment strategy.
• Analyze clients’ portfolios, identifying key areas that need to be altered according to strategy, asset location and tax needs.
• Largely responsible for cash management including properly investing cash (dividends, interest and deposits) and raising cash (systematics, one-time withdrawals and fees) all according to the portfolio needs.
• Rebalancing the accounts as needed.
• Complete trades on time, during market hours and process Same Day trading requests.
• Place trade orders through custodians as well as process trades via telephone.
• Setup and maintain client cash and investment model information in the trading software.
• Analyze trading data and look to improve efficiency and reduce costs.
• Stay informed about market trends, news, and economic developments that may impact trading strategies.
• Communicate respectfully and efficiently with CSRs and Advisors on client account inquiries.
• Maintain a working knowledge of Savant’s investment philosophy, portfolio construction and appropriate model securities.
• Prepare and update as necessary documentation for processing trades.
• Provide consistent, thorough, and accurate communication to all parties involved with trading requests.
• Support the investment research team as needed.
• Maintain team approach by assisting and filling in for others.

Financial Planning and Analysis

• Deliver meaningful advice and make a real impact
• Co-manage client relationships, helping deliver a high-quality, consistent client experience
• Prepare for, participate in, and help lead client meetings
• Serve as a key point of contact for routine client needs and follow-ups
• Coordinate financial planning workflows from start to finish in partnership with Planning Team
• Document client interactions and ensure timely execution of all follow-up items
• Support senior advisors with new client opportunities and prospect meetings
• Build your own network through referrals, COIs, and existing relationships
• Contribute to new revenue growth through client expansion and new relationships
• Collaborate across advisory, planning, and investment teams
• Leverage AI tools and technology to enhance efficiency and client insights
• Maintain strong organization, follow-through, and adherence to Savant processes

Senior Tax Strategy Advisor

Senior Tax Strategy Advisor

Enterprise Strategy Associate – Change Management

Enterprise Strategy Associate

Director, Practice Management

Trader

Financial Advisor

Director, Practice Management