What are the responsibilities and job description for the Practice Management Analyst position at Savant Wealth Management?
Be at the center of strategy and execution—partnering with senior Advisory leaders to turn priorities into action, insights into impact, and plans into results. If you thrive on coordination, analysis, and momentum in a fast‑paced, collaborative environment, this is your chance to help drive the practice forward.
The Practice Management Analyst supports the Advisory Leadership team by providing analytical, operational, and project support across key practice management initiatives. This role partners closely with Advisory leadership, Regional Directors, and cross functional teams to help translate priorities into well structured plans, track progress, and ensure consistent follow through. The Practice Management Analyst focuses on execution, coordination, and insight generation. Supporting leadership effectiveness by organizing information, preparing materials, monitoring initiatives, and helping teams stay aligned and on track. This role is hands on, detail oriented, and well suited for someone who thrives in a fast paced, collaborative environment.
The Practice Management Analyst can expect to focus in the following areas:
Practice & Initiative Support
The Practice Management Analyst position typically requires the following qualifications:
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 $85,000 - $105,000. 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.
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.
The Practice Management Analyst supports the Advisory Leadership team by providing analytical, operational, and project support across key practice management initiatives. This role partners closely with Advisory leadership, Regional Directors, and cross functional teams to help translate priorities into well structured plans, track progress, and ensure consistent follow through. The Practice Management Analyst focuses on execution, coordination, and insight generation. Supporting leadership effectiveness by organizing information, preparing materials, monitoring initiatives, and helping teams stay aligned and on track. This role is hands on, detail oriented, and well suited for someone who thrives in a fast paced, collaborative environment.
The Practice Management Analyst can expect to focus in the following areas:
Practice & Initiative Support
- Develops project plans, priorities, timelines, and task ownership based on leadership direction.
- Reviews initiative proposals and plans to confirm clarity, feasibility, and strategic alignment.
- Conducts research and analysis to support leadership decision making.
- Prepares leadership materials such as summaries, dashboards, presentations, and pre reads.
- Designs, maintains, and manages the operating calendar for the Advisory organization.
- Prepares agendas, briefing materials, and discussion packets for recurring and ad hoc leadership meetings.
- Facilitates meetings by ensuring objectives are met, decisions are documented, and follow up actions are assigned.
- Tracks commitments, monitors timelines, and escalates risks or delays proactively.
- Supports cross functional initiatives on behalf of Advisory leadership, ensuring milestones and deliverables are achieved.
- Monitors status of key projects and ensures progress is visible to stakeholders.
- Coordinates with leadership, Regional Directors, Senior Managing Partners, and project owners to address issues and remove obstacles.
- Ensures alignment between strategic priorities and grassroots/local initiatives.
- Serves as liaison between Advisory and core functional areas, including Operations, HR, Finance, Technology, and Marketing.
- Coordinates interdepartmental workstreams to maintain timeline integrity and avoid handoff failures.
- Ensures consistent messaging and information flow across functions.
- Supports communication and alignment with Regional Directors, Senior Managing Partners, and the Growth Team.
- Consolidates inputs from Advisors, Regional Directors, Senior Managing Partners, and the Growth Team into actionable insights.
- Screens, prioritizes, and addresses incoming requests to ensure leadership attention is directed to the highest impact items.
- Drafts communications, summaries, and reports for internal audiences.
- Manages documentation, follow through, and centralized tracking for major initiatives.
- Ensures commitments, decisions, and initiatives are followed through to completion.
- Develops and maintains tracking systems and accountability mechanisms for leadership initiatives.
- Provides visibility into progress, gaps, and barriers through written updates and reporting tools.
- Handles preparation, analysis, coordination, and administrative work to optimize leader capacity.
- Anticipates operational needs and proactively prepares materials, data, and insights.
- Supports Regional Directors, Senior Managing Partners, and the Growth Team in driving local business development and advisor impact
The Practice Management Analyst position typically requires the following qualifications:
- Education:
- Bachelor’s Degree in Business, Finance, Marketing, Accounting, or related field.
- Experience:
- 5 years of experience in financial services or consulting, with industry knowledge.
- 5 years of program or project management experience
- Experience working directly with executives, C Suite leaders, and other senior leaders
- Expertise in change management and organizational transformation.
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 $85,000 - $105,000. 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.
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.
Salary : $85,000 - $105,000