M&A Technology Integration Specialist

Savant Wealth Management; Town of Middleton (WI); Hybrid; USD 41,000 - 62,000; Full time

Benefits offered by this job

Medical, dental, vision

HSA/FSA

Life/AD&D/Disability

401(k) match

Incentive programs

Paid time off

Holidays

Savantiversary day

Summer hours

Parental leave

EAP

Wellness reimbursements

Dress code flexibility

Job summary

Savant Wealth Management seeks a technology integrations specialist to ensure a seamless onboarding experience for new hires, from accounts setup to software rollouts.

You will train staff, monitor initial tickets, and coordinate with vendors for transitions, with travel to Rockford, Madison, Milwaukee, Chicago areas as needed. Flexible in-office and travel schedule required.

Qualifications

• Customer-service mindset and a genuine interest in helping others.
• Clear, professional written and verbal communication.
• Strong organization, time management, and attention to detail.
• Dependable follow-through and the ability to communicate proactively when priorities or timelines change.
• Comfort learning new systems, tools, and technical processes.

Responsibilities

• Create a Welcoming Technology Experience by onboarding new employees, configuring access, and supporting software rollouts.
• Provide friendly, hands-on training and support to employees during integration.
• Monitor help desk requests from new joiners and route issues to the right tech resources.
• Help with mobile-device setup, printer deployment, and basic troubleshooting.
• Keep employees informed and guide requests through to resolution.

Skills

Customer service

Clear communication

Organization

Proactive follow-through

Learning new systems

Analytical mindset

Team collaboration

Travel willingness

Job description

Help make change feel seamless. When a new firm joins Savant, technology is one of the first ways its employees experience what it means to become part of our team. The accounts need to work. The equipment needs to arrive. Questions need thoughtful answers. Most importantly, people need to feel supported during a significant transition.

In this role, you can expect to focus in the following areas:

Create a Welcoming Technology Experience

• Help new employees get ready for their first days with Savant by gathering information, creating accounts, configuring system access, and supporting software rollouts.
• Provide friendly, hands-on training and support to employees throughout the integration process.
• Monitor help desk requests from newly joined team members, resolve routine issues, and connect employees with the appropriate technology resource when additional expertise is needed.
• Assist with mobile-device setup, printer deployment, and basic technical troubleshooting.
• Keep employees informed, set clear expectations, and take ownership of requests through resolution.

Keep important integration work moving

• Track assigned tasks, milestones, schedules, and outstanding action items.
• Maintain accurate project plans, trackers, system records, procedures, and checklists.
• Gather information from legacy technology environments to support transition planning.
• Help coordinate vendor transitions and follow up on outstanding activities.
• Communicate progress clearly so the team understands what has been completed, what is still needed, and where support may be required.

Support onsite technology cutovers

• Coordinate the ordering, staging, preparation, and shipping of technology equipment.
• Install or supervise the installation of computers and peripherals.
• Assist with networking equipment, endpoint connectivity, conference-room technology, printers, and testing.
• Help ensure Savant’s technology standards, change-control requirements, and documented processes are followed.
• Travel to newly joined locations to support onsite technology transitions, which may occasionally require evening or weekend work.

A couple things to note about our M&A Technology Integrations Specialist position:

• Location: We are initially focusing on candidates within the Rockford, Chicago, Madison, and Milwaukee corridor, including surrounding communities. Proximity to Rockford is preferred because occasional in-person collaboration, training, equipment preparation, and other hands‑on responsibilities will take place at our headquarters.
• Work model: This is a flexible position with periodic in‑person work in Rockford. Daily office attendance is not expected, but candidates should be able to travel to Rockford when business needs require.
• Travel: Domestic travel is an important part of the role. A typical schedule may include approximately one onsite technology cutover per month, generally lasting four to five days. Travel may occasionally occur more frequently depending on business needs.
• Schedule: Technology cutovers can include evening and weekend work. A common onsite schedule may run from Thursday through Monday or Tuesday.

Qualifications

The M&A Technology Integrations Specialist position typically requires the following qualifications:

We Are Especially Interested In Candidates Who Bring

• A customer‑service mindset and a genuine interest in helping others.
• Clear, professional written and verbal communication.
• Strong organization, time management, and attention to detail.
• Dependable follow‑through and the ability to communicate proactively when priorities or timelines change.
• Comfort learning new systems, tools, and technical processes.
• An analytical, process‑oriented approach to assignments and problem‑solving.
• The ability to follow established procedures while using sound judgment.
• Comfort working closely with team members on detailed, multi‑step projects.
• An interest in technology, project coordination, or both.
• The ability and willingness to travel and occasionally work outside standard business hours.
• A valid driver’s license, reliable transportation, and evidence of automobile insurance.

You May Be a Great Fit If

• You enjoy technology, but the part you value most is helping people use it successfully.
• You are the person others trust to keep track of details and close the loop.
• You believe that good service includes both solving the problem and keeping people informed.
• You like clear processes, but you can remain resourceful when an integration does not go exactly as planned.
• You are energized by variety and would enjoy supporting different locations and teams.
• You want exposure to project management without stepping immediately into a traditional project manager position.
• You take ownership of your work and care about the experience you create for others.

What Sets Savant Apart

• Collaborative, integrated model across advisory, tax, and planning—no silos
• Growth‑oriented firm, offering meaningful opportunities for career development and long‑term impact
• Values‑driven culture, grounded in excellence, integrity, lifelong learning, respect, growth, and servant leadership
• Majority employee‑owned, giving our team a shared stake in our long‑term success

Our Total Rewards

At Savant, 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 hourly range for this role is $30.00 - $45.00. Actual compensation is determined on an individual basis and considers factors such as relevant experience, skills, qualifications, geographic location, and market conditions. This role may also be eligible for additional incentive compensation based on responsibilities and performance.

Core Benefits (Effective Day One)

• Medical, dental, and vision coverage with multiple plan options
• Health Savings Account (HSA) or Flexible Spending Account (FSA)
• Company‑paid life insurance, AD&D, and disability coverage

Financial & Long‑Term Rewards

• 401(k) with company match (Roth and Traditional options)
• Team‑based incentive opportunities and recognition programs

Time Away & Flexibility

• Generous paid time off, plus at least 10 paid holidays
• Annual “Savantiversary” day
• Summer Hours (shorter work weeks during the summer)
• Parental leave, personal leave, and other life‑event support

Well‑Being & Everyday Perks

• Employee Assistance Program (EAP)
• Wellness reimbursements (e.g., gym memberships)
• Flexible “Dress for Your Day” approach

We’re happy to share more details about our benefits and total rewards during the hiring process.

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