Analytics Manager - Advisory Insights

Savant is seeking an Analytics Manager, Advisory Insights, to play a critical role in enabling data-driven decisions that strengthen our advisory teams and enhance the client experience. This is a hands-on, execution-focused analytics role responsible for producing accurate, trusted dashboards, reports, and analytical models that inform decision-making within the Advisory organization. This role is designed for a highly capable individual contributor who thrives in the data and details, while taking pride in analytical rigor. Success requires a strong commitment to data accuracy, consistency, and repeatability, with a clear understanding that trust in the data is a prerequisite to insight, strategy, and action. In the first 1-2 years, success is defined by restoring confidence in Advisory metrics and delivering reliable, decision-ready analytics that leadership can consistently depend on. While primarily execution-oriented, the role requires disciplined strategic thinking. Strategy shows up through thoughtful metric definition, sound modeling, and clear analytical framing – not through executive visibility or direct advisor management. This is not a CRM, systems, or IT role. It is a pure analytics role focused on precision, partnership, and enabling better business decisions through trusted data.



Primary Responsibilities:





Design, build, and maintain dashboards, reports, and analytical models supporting Advisory leadership.


Own data validation, reconciliation, and quality assurance processes prior to publishing any analytics.


Establish confidence in the accuracy, consistency, and reliability of Advisory metrics.


Document assumptions, methodologies, and definitions to support transparency and repeatability.





Additional Responsibilities:

Business Intelligence Partnership



Serve as a close partner to the Finance BI team, which owns data architecture, lakes, and marts.


Translate Advisory analytical needs into clear, actionable priorities for BI partners.


Help prioritize analytics work while respecting BI ownership of upstream data structure.


Act as a bridge between business questions and technical data solutions.



Analytical Modeling & Decision Support



Develop analytical and scenario models to support forecasting, trade-off analysis, and trend identification.


Provide structured analytical support to the Advisor Leadership Team, enabling better-informed decisions.


Frame insights clearly and objectively, supporting leadership decisions without owning them.


Identify inconsistencies, risks, and opportunities within Advisory data.



Standards & Enablement



Help standardize KPI definitions, reporting logic, and dashboard design across Advisory analytics.


Improve analytical hygiene and discipline across the organization through strong work products.


Contribute to the firm’s long-term analytical maturity through continuous improvement.



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