Marketing Integrations & Onboarding Coordinator

Savant is seeking an Integrations and Onboarding Coordinator to join our Marketing team in either Rockford, IL or Chicago, IL. The Marketing Integrations & Onboarding Coordinator plays a critical role in helping newly acquired firms successfully transition into Savant—bringing our brand, marketing engine, and go-to-market strategy to life from day one. This role owns the execution of end-to-end marketing and brand integrations, ensuring new partners feel supported, confident, and positioned to grow quickly post-close. This is a hands‑on, high‑impact role for someone who thrives in fast‑moving environments, enjoys quarterbacking complex workstreams, and brings both structure and empathy to moments of change. You’ll sit at the intersection of marketing, advisory, technology, and compliance—turning integration plans into action and helping teams adopt “the Savant way.” What You’ll Do Own and Execute Marketing Integrations Lead full brand transitions for acquired firms, including websites, positioning, signage, collateral, and digital assets Ensure consistent brand adoption across all channels and touchpoints Manage marketing integration workplans, timelines, and milestones for each acquisition Drive Go-to-Market Success Lead and support market‑specific go-to-market plans for priority new markets Partner with advisory teams to assess readiness, adoption, and ability to close business Support local marketing, advisor‑specific initiatives, and digital demand strategies Be the Day-to-Day Quarterback Serve as the primary marketing liaison for acquired firm leadership and internal integration teams Coordinate closely with digital, compliance, and IT partners to ensure timely, compliant, and secure integrations Track progress, anticipate risks, and proactively elevate issues to keep integrations moving forward Improve the Playbook Identify gaps, inefficiencies, and opportunities to improve onboarding and integration processes Partner with leadership to refine playbooks, templates, SOPs, and client communication materials as acquisition volume scales Lead Through Change Act as a steady, trusted presence for acquired firm leaders and advisors navigating change Communicate clearly and consistently what is changing, why it matters, and what to expect Balance empathy with accountability to ensure standards are met and deadlines are achieved Why This Role Matters This role directly shapes the experience of newly acquired partners and advisors—and influences how quickly and successfully they grow with Savant. Your work will be visible, cross‐functional, and deeply connected to the firm’s growth strategy. If you love turning complexity into clarity, enjoy building trust during moments of change, and want a front‑row seat to strategic growth, this role was built for you. Qualifications What You’ll Bring Bachelor’s degree (communications, marketing, or a related field is a plus). 6+ years of progressive experience in marketing, marketing operations, brand, growth, or a related role—ideally within financial or professional services. Proven track record of leading complex, cross‑functional projects, balancing multiple stakeholders, moving parts, and deadlines. Hands‑on experience with major marketing initiatives such as brand transitions, website migrations, or other large‑scale change efforts. Solid working knowledge of digital marketing fundamentals, including websites/CMS, SEO, paid media, email marketing, CRM, and marketing automation. The ability to turn strategy into action—building clear execution plans and driving work through to completion. Experience partnering closely with senior leaders, advisors, or client‑facing teams, especially in environments undergoing change. Strong communication skills (written and verbal), with confidence facilitating onboarding sessions, integrations, and stakeholder meetings. Comfort working in fast‑paced, evolving environments where priorities may shift and ambiguity is part of the job. Sound business judgment and problem‑solving skills, with a practical, scalable approach to getting things done. Experience in wealth management or a RIA is a plus. Exposure to M&A initiatives, from pre‑integration planning through post‑integration execution. Project management experience or formal certifications (PMP, Agile, etc.) are preferred but not required. Project management software experience is required. Why Join Us? For nearly 40 years, Savant Wealth Management has served as a trusted advisor to established individuals, families, and businesses seeking clarity and confidence in their financial lives. Our name, rooted in the Latin word sapere —“to be wise”—reflects our commitment to evidence‑based investing and the power of decision‑making based on deep knowledge. We are a fee‑only, independent, fiduciary wealth management firm providing comprehensive guidance on investments, financial planning, tax and business consulting, estate planning, trust services, and family office support. At the heart of our firm is a culture of lifelong learning—one that values curiosity, continuous improvement, and helps clients pursue their ideal future with purpose and discipline. Our Vision: Transform personal and financial dreams into goals and goals into reality. Our Mission: To build one million ideal futures for our clients, our team, and the communities we serve. Our Values: Excellence, Integrity, Lifelong Learning, Respect, Growth, Servant Leadership The Perks Benefit Eligibility on Day One: Enjoy immediate access to a robust benefits package starting on your first day of employment. Choice of Medical Plans: Select from two medical plans tailored to fit your needs. Health & Wellness Accounts: Opt for a Health Savings Account (HSA) or Flexible Spending Account (FSA) to manage your healthcare expenses. Flexible Dental Coverage: Choose between two dental plan options for optimal oral health. Vision Insurance: Keep your eyes healthy with our vision insurance plan. Company‑Paid Life & AD&D Insurance: Feel secure with fully covered basic life insurance and accidental death & dismemberment benefits. Company‑Paid Disability Coverage: Rest easy knowing you’re covered with both short‑term and long‑term disability plans. 401(k) with Company Match: Invest in your future with both Roth and Traditional 401(k) plans, featuring a per pay period company match. Generous Paid Time Off: Benefit from PTO that increases with your years of service, at least 11 paid holidays each year, a paid day each year for your Savantiversary, and enjoy shorter work weeks with our Summer Hours. Additional Leave and Time Off Benefits: Personal leave, parental leave, professional development paid time, and bereavement pay are just a few examples of how you will be supported with time off and other benefits during life's most critical moments. Dress Code: Enjoy a “Dress for Your Day” approach to your style. We offer wardrobe flexibility based on office culture, client expectations, and your daily schedule. Employee Recognition: Enjoy monetary awards through our recognition program. Team Incentive Plans: Participate in our team incentive plan for additional earning opportunities. Employee Assistance Program: Access support through our Employee Assistance Program whenever you need it. Exclusive Discounts: Take advantage of various discount programs for additional savings. Wellness Reimbursements: Get reimbursed for gym memberships and other wellness programs to stay fit and healthy. Additional Perks: Get reimbursed for your warehouse club memberships and receive an allowance for Savant Swag. Take your career to new heights, apply today! All applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time. We are not accepting unsolicited resumes from agencies and/or search firms for this job posting. The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, and skills required of the incumbent in this position. Any combination of equivalent education and work experience will be considered. Savant Capital LLC, is an Equal Opportunity Employer. #J-18808-Ljbffr