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:

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  • 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.