Strategy and Operations Specialist

About the role

Savant is seeking a Strategy and Operations Specialist to play a key operational role within the Chief Operating Officer function. 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.

Responsibilities

• 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.
• Identify risks, misalignment, and stalled progress before they become larger issues.
• Prepare Executive and Governance Materials
• Partner in the preparation of materials for executive leadership, Operating Committee, and board meetings.
• Cook up timelines, gather content, and ensure consistency across contributors.
• Synthesize information into clear, well-structured materials that tell a cohesive story.
• Carefully monitor enterprise-wide initiatives and track dependencies, risks, and progress.
• Maintain visibility into key strategic priorities.
• Support special projects and initiatives that help move the business forward.
• Turn Data Into Insight
• Pull and synthesize data from multiple sources.
• Identify trends, risks, and opportunities.
• Communicate findings in a way that supports informed decision-making.
• Support Leadership Operations
• Partner with senior leaders and their teams to gather updates, coordinate timelines, and drive follow-through.
• Prepare agendas, capture meeting notes, and track action items.
• Help ensure commitments made in leadership forums translate into action.

Qualifications

• 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
• Can pull a report, spot a trend, and communicate what it means in plain language
• Excellent written and verbal communication skills; confident engaging with senior leaders
• A high attention to detail and a bias toward follow through
• Discreet and professional; can handle sensitive information with appropriate judgment
• A self-starter who asks good questions, figures things out, and gets things done
• A “no job too small” mindset; equally comfortable supporting a board pack and booking a conference room, and never makes others feel the difference
• Prior exposure to executive, board, or governance material preparation
• Experience working with data and reporting tools
• Able to pull, organize, and communicate findings clearly
• Proficient in Microsoft Office Suite (Excel, PowerPoint, Word)

What Sets Savant Apart

• A collaborative, integrated model across advisory, tax, and planning—no silos
• A growth-oriented firm, offering meaningful opportunities for career development and long-term impact
• A values-driven culture, grounded in excellence, integrity, lifelong learning, respect, growth, and servant leadership
• A majority employee-owned firm, giving our team a shared stake in our long-term success
• Our Total Rewards
• Medical, dental, and vision coverage with multiple plan options
• A Health Savings Account (HSA) or Flexible Spending Account (FSA)
• Company-paid life insurance, AD&D, and disability coverage
• A 401(k) with company match (Roth and Traditional options)
• Team-based incentive opportunities and recognition programs
• A generous paid time off, plus at least 10 paid holidays
• An annual “Savantiversary” day
• Summer Hours (shorter work weeks during the summer)
• Parental leave, personal leave, and other life-event support
• An Employee Assistance Program (EAP)
• Wellness reimbursements (e.g., gym memberships)
• A flexible “Dress for Your Day” approach