Savant

Define and maintain firmwide advisor operating standards to ensure scalable growth and consistency across wealth management practices. Lead advisor practice analytics and partner with regional leadership to implement business planning frameworks and integration strategies for acquired firms.

This role supports the COO by managing the OKR framework and translating strategic priorities into execution across the organization. Key duties include preparing executive and board materials, monitoring enterprise-wide initiatives, and synthesizing data into actionable insights.

The National Account Manager is responsible for driving growth and profitability for GE Lighting's business with Target across both in-store and online channels. This includes managing merchant relationships, executing national marketing initiatives, and coordinating with internal supply chain and product teams.

Manage the end-to-end M&A process including due diligence, onboarding, and systems integration for acquired firms. Act as a primary liaison between business units and technology teams to ensure seamless transitions and project completion.

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.

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.