Manager, Business Intelligence Delivery

Savant Wealth Management; Huntersville (NC); On-site; USD 115,000 - 170,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

Health Savings Account (HSA) / FSA

Company-paid life insurance, AD&D, and

Disability coverage

401(k) with company match

Team-based incentive opportunities

Generous paid time off and holidays

Savantiversary day

Summer hours

Parental/personal leave

Employee Assistance Program (EAP)

Wellness reimbursements

Flexible dress code

Job summary

Savant Wealth Management seeks a Manager, Business Intelligence Delivery to lead reliable analytics, reporting, dashboards, and data visualizations that help leaders across the firm make informed business decisions. This role translates business questions into clear insights and guides a team in partnership with technical, product, and business stakeholders.

The leader will serve as the BI subject matter expert, collaborating with the Chief Product Officer organization as the platform evolves.

Qualifications

• Bachelor's degree in a business/finance/data-related field.
• 5+ years in business intelligence, analytics, or reporting, with leadership experience.
• Experience creating dashboards and reporting solutions with Tableau/Power BI.

Responsibilities

• Lead daily BI delivery of reports, dashboards, and analytics to inform decisions.
• Translate needs into requirements, deliverables, and BI solutions with stakeholders.
• Act as BI subject matter expert and partner with product, tech, and leaders.
• Oversee data governance, security, and regulatory reporting.

Skills

Leadership

Stakeholder management

Data storytelling

Cross-functional collaboration

Analytical thinking

Education

Bachelor's degree in Business, Economics, Finance, Accounting, Data Science, Computer and Information Science, or a related field

Tools

Tableau

Power BI

Salesforce CRM

Job description

Savant is seeking a Manager, Business Intelligence Delivery to lead the reliable delivery of analytics, reporting, dashboards, and data visualizations that help leaders across the firm make informed business decisions. This role is ideal for someone who enjoys translating business questions into clear, accurate, actionable insights and who can lead a team while partnering closely with technical, product, and business stakeholders.

This is not a platform development role. Instead, this leader will serve as the business intelligence subject matter expert and business representative for platform requirements, working closely with the Chief Product Officer organization as the platform continues to evolve. Success in this position will be measured by the reliable delivery of trusted analytics and reporting that support decision-making across the firm.

What You’ll Do

As the Manager, Business Intelligence Delivery, you will oversee the day-to-day delivery of business intelligence outputs, including reports, dashboards, data visualizations, analyses, and other tools that support decision-making across Savant.

You Will:

• Lead the delivery of business intelligence reporting, dashboards, analytics, and data visualizations that provide stakeholders with timely and relevant information.
• Translate business needs into clear requirements, specifications, and reporting solutions in partnership with business stakeholders, technology teams, and product partners.
• Serve as the firm's business intelligence subject matter expert, helping leaders and teams understand data insights, reporting logic, and best practices.
• Partner closely with the Chief Product Officer organization to define, prioritize, and clarify business intelligence platform requirements.
• Oversee business intelligence support for mergers and acquisitions, including data normalization, integration reporting, testing, and onboarding activities.
• Ensure the accurate and timely completion of regulatory and compliance reporting requirements.
• Establish and maintain strong data governance, documentation, validation, and quality standards.
• Collaborate with offshore analytics resources, data engineers, marketing partners, and business leaders to prioritize work and keep projects moving forward.
• Lead ad hoc analyses and reporting initiatives that support strategic business priorities.
• Oversee data access, security controls, and governance practices.

Leadership Responsibilities

You Will:

• Coach, develop, and mentor team members.
• Set clear expectations and accountability measures.
• Provide ongoing feedback, recognition, and performance coaching.
• Build a high-performing, collaborative team culture.
• Align team priorities with organizational and departmental goals.
• Encourage innovation, continuous improvement, and scalable ways of working.
• Foster an environment of trust, ownership, and professional growth.

What Success Looks Like

The ideal candidate is known for delivering accurate, timely, and actionable business intelligence that stakeholders trust and rely on to make decisions.

Successful Candidates Will:

• Build strong partnerships across business and technical teams.
• Translate complex business needs into reliable analytics solutions.
• Create scalable, repeatable, and well-documented reporting processes.
• Maintain high standards for data quality, governance, and controls.
• Clearly communicate insights and recommendations to both technical and non-technical audiences.
• Support business growth through dependable analytics and reporting capabilities.

Qualifications

What You’ll Bring: Required Qualifications

• Bachelor's degree in Business, Economics, Finance, Accounting, Data Science, Computer and Information Science, or a related field.
• Five or more years of experience in business intelligence, analytics, reporting, or a related field, including experience leading people or projects.
• Experience with Tableau, Power BI, or similar data visualization tools and the ability to create complex dashboards and reporting solutions.

Preferred Qualifications

• Experience with SQL, Python, AWS, ETL/ELT tools, or comparable technologies.
• Experience with Salesforce CRM.
• Demonstrated experience creating dashboards and presenting insights to business leaders.
• Strong analytical, problem-solving, and critical-thinking skills.
• Excellent communication, presentation, and stakeholder management abilities.
• Knowledge of data governance, data quality practices, and data privacy standards.
• Ability to simplify complex data and tell compelling stories through analytics.
• Experience working in a highly collaborative, cross-functional environment.
• Understanding of wealth management, financial services, or RIA business models.

Why Join Savant?

This role sits at the intersection of business strategy, analytics, technology, and operational excellence. You'll have the opportunity to influence decisions across the organization, lead a talented team, shape the future of business intelligence capabilities, and help drive meaningful outcomes through data-driven insights.

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 salary range for this role is $115,000-170,000. 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