Strategy and Operations Specialist

Savant Wealth Management
Rockford, IL
Category Operations
Job Description
Role Overview

This role helps translate strategic priorities into clear, consistent execution across the organization — creating leverage for senior leadership and helping ensure important initiatives keep moving forward. This is not a traditional administrative role. It’s a high-judgment coordination position for someone who is highly organized, detail-oriented, analytical, and comfortable working across all levels of the organization.

What You Will Do

Support Savant's Objectives and Key Results (OKR) Framework, Help manage the firm's OKR process from goal-setting through tracking, reporting, and review, Facilitate planning and check-in processes across teams, Build and maintain reporting tools and dashboards, etc.

Why It Might Be a Fit

The right person brings precision, follow-through, sound judgment, and a willingness to jump in wherever needed to support the broader mission. You build trusted relationships across the organization and are known for your reliability, judgment, and follow-through.

Requirements

  • Bachelor’s degree in Business, Project Management, Communications, or a related field
  • 2 to 4 years of experience in operations, project coordination, business support, or a related environment
  • Experience supporting the preparation of executive, board, or governance materials
  • Strong organizational skills with a proven ability to manage multiple workstreams simultaneously without losing the details
  • Comfortable working with data
  • Excellent written and verbal communication skills
  • High attention to detail and a bias toward follow through
  • Discreet and professional
  • A self-starter who asks good questions, figures things out, and gets things done
  • Proficient in Microsoft Office Suite (Excel, PowerPoint, Word)

Benefits

  • 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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