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.
• Coordinate Strategic Priorities
• 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
• Background in financial or professional services
• Familiarity with OKR methodology; direct experience facilitating or managing an OKR process is a strong plus
• Comfort with or curiosity about AI tools and emerging technologies
• Excited to learn and apply new ways of working as the firm evolves