Business Intelligence Analyst

Position Summary

This role is for a high‑performing Business Intelligence professional who already knows wealth management and data—and wants to operate where the two truly meet. The Business Intelligence Analyst plays a critical role in transforming complex wealth management data into trusted, actionable insights used by leaders and teams across the firm. This is not a “dashboard‑only” BI role. You’ll sit close to the business, influence how data is structured upstream, and help shape how decisions are made across Advisory, Finance, Marketing, Sales, and beyond.

If you’re someone who never wants to be bored, thrives in a highly collaborative environment, and wants your work to directly impact the firm’s operating model—this role was built for you.

• Designing, developing, and supporting Power BI dashboards, reports, and datasets used by Executive Leadership and cross‑functional teams
• Analyzing wealth management and financial services data to surface insights that support strategic, financial, and operational decisions
• Partnering closely with internal stakeholders, technology teams, and offshore analytics partners to deliver accurate, scalable analytics solutions
• Managing analytics work as projects—gathering requirements, defining scope, coordinating timelines, and ensuring outcomes meet business needs
• Conducting ad‑hoc analysis and clearly communicating findings to both technical and non‑technical audiences
• Validating data accuracy by auditing warehouse outputs against source systems
• Identifying opportunities to improve efficiency through automation, AI‑assisted analytics, and modern BI tooling
• Supporting data governance, documentation, and reporting standards as the BI function continues to mature

• Wealth management experience and BI/data analytics experience are both required—this intersection is critical to success in the role.
• Position location:
  
  Rockford, IL;
  Madison, WI; or Chicago, IL (preference for proximity to Rockford/Madison).
• Workdays are rarely the same; the role offers broad exposure, continuous learning, and evolving challenges.
• You’ll work in a highly collaborative, “writer’s room” style environment—problems are brought to the table and solved together.
• The role may be scoped more senior for the right candidate, based on experience and impact.

• 2+ years of professional experience in Business Intelligence, Data Analytics, or Analytics Engineering and 2+ years in wealth management, investment management, financial services, banking, or a related industry.
• Strong hands‑on experience with Power BI (dashboards, reports, semantic models).
• Experience working with enterprise data warehouses and structured analytics datasets.
• Proficiency in SQL and data validation across source systems and reporting layer.
• Demonstrated ability to support multiple stakeholders and departments simultaneously.
• Experience managing analytics work in a project‑based environment.
• Strong communication skills with the ability to clearly explain data insights.

• Experience with Microsoft Fabric (Data Factory, Lakehouse, Warehousing)
• Experience working with offshore or remote analytics teams
• Familiarity with regulated or audit‑sensitive environments
• Exposure to automation, AI‑enabled analytics, or advanced BI workflows
• Experience supporting executive‑level reporting and KPI dashboards

At Savant, we are committed to supporting our employees as well as investing in their well‑being and growth. We take a market‑based approach to compensation. The expected base salary range for this role nationally is $85,000 – $105,000. Final base pay will be determined based on several factors, including responsibilities, skills, experience, geographic location, and market conditions. Additionally, this role may be eligible for other forms of compensation.

We also offer a benefits package that enhances both your personal and professional life.

• Benefit eligibility on day one: immediate access to a robust benefits package.
• Choice of medical plans: two tailored options.
• Health & Wellness Accounts: HSA or FSA.
• Flexible dental coverage: two options.
• Vision…