Savant Wealth Management

• Deliver meaningful advice and make a real impact • Co-manage client relationships, helping deliver a high-quality, consistent client experience • Prepare for, participate in, and help lead client meetings • Serve as a key point of contact for routine client needs and follow-ups • Coordinate financial planning workflows from start to finish in partnership with Planning Team • Document client interactions and ensure timely execution of all follow-up items • Support senior advisors with new client opportunities and prospect meetings • Build your own network through referrals, COIs, and existing relationships • Contribute to new revenue growth through client expansion and new relationships • Collaborate across advisory, planning, and investment teams • Leverage AI tools and technology to enhance efficiency and client insights • Maintain strong organization, follow-through, and adherence to Savant processes

• Define, document, and maintain firmwide advisor operating standards and best practices, with a focus on day-to-day advisor workflows, planning cadence, and operating discipline • Establish clear guardrails and minimum standards while allowing flexibility within defined frameworks • Own and evolve advisor standards to support consistency across legacy and newly acquired firms • Partner with Regional Directors to ensure standards are clearly communicated, coachable, and scalable • Continuously evaluate standards to ensure they remain practical, relevant, and aligned with firm strategy • Serve as a strategic thought partner to the ALT on advisor-related initiatives and enterprise priorities • Own and evolve the firm’s annual advisor business planning frameworks and supporting tools • Partner on advisor compensation modeling, providing structure, scenario analysis, and decision support • Help design and support rollout of major advisor-facing initiatives, ensuring clarity of intent, sequencing, and expectations • Elevate decision-making by grounding discussions in structured frameworks and reliable data • Directly manage and provide leadership to the Analytics Manager • Set analytical priorities and ensure alignment between analytics output and business needs • Ensure advisor-related dashboards, reports, and models are accurate, trusted, and decision-ready • Act as the point of accountability for analytical clarity and transparency related to advisor performance, planning, and compensation • Partner cross-functionally with Finance and Business Intelligence teams to ensure strong data integrity and alignment • Support faster, more consistent integration of acquired firms through standardized advisor operating frameworks • Reduce variability and ambiguity in advisor operations across regions • Identify opportunities to simplify, systematize, and scale advisor practices without sacrificing quality or client experience • Take a forward-looking view by researching industry best practices and selectively incorporating them into Savant’s operating model