Savant

Co-manage client relationships and lead financial planning workflows to deliver a high-quality client experience. Support senior advisors in business development and grow a local network through referrals and new relationships.

The Practice Management Analyst supports the Advisory Leadership team by providing analytical, operational, and project support across key practice management initiatives. This role involves managing operating calendars, facilitating meetings, tracking project progress, and ensuring alignment across cross-functional teams.

This role is responsible for designing, delivering, and enhancing development and educational programs to strengthen advisor capability, accelerate readiness, and improve business outcomes through advisor-facing and leader-enabling support. Key duties include designing high-impact training, partnering on individualized development plans, and providing targeted coaching and rapid-response interventions.