Strategy and Operations Specialist

Strategy and Operations Specialist – Savant Capital LLC

Job Location:

Multiple Locations – Rockford, IL 61107

Position Type:
Full Time

Salary Range: $70,000 – $85,000

• Support Savant's Objectives and Key Results (OKR) Framework: help manage the 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; support teams on OKR methodology and best practices; 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; coordinate 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.

• The OKR process runs smoothly and consistently across the organization.
• Leadership has a clear, current view of strategic priorities and progress.
• Risks and obstacles are identified early and addressed proactively.
• Executive and board materials are delivered accurately, professionally, and on time.
• The COO function and senior leadership team gain meaningful leverage through your support.
• You build trusted relationships across the organization and are known for your reliability, judgement, and follow-through.

• 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; knows what “CEO ready” looks like.
• Strong organizational skills with a proven ability to manage multiple work streams 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.
• High attention to detail and a bias toward follow-through.
• Discreet and professional; can handle sensitive information with appropriate judgement.
• 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.
• Prior exposure to executive, board, or governance material preparation strongly preferred.
• Experience working with data and reporting tools; able to pull, organize, and communicate findings clearly.
• Proficient in Microsoft Office Suite (Excel, PowerPoint, Word).

• 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.

Location is flexible and travel may be required. We anticipate a hybrid work environment for this role and we are prioritizing individuals who are near a few of our major markets:
Chicago, IL;
Rockford, IL; or Westwood, MA.

We invest in our people—supporting both their well-being and long-term growth. We take a market-based approach to compensation. The expected base salary range for this role is $70,000 –…