Savant is seeking an Integrations and Onboarding Coordinator to join their Marketing team in Rockford, IL or Chicago, IL. The role plays a critical role in helping newly acquired firms successfully transition into Savant, bringing their brand, marketing engine, and go-to-market strategy to life from day one.
Requirements
- Own and Execute Marketing Integrations
- Lead full brand transitions for acquired firms
- Manage marketing integration workplans, timelines, and milestones
- 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 escalate 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
Benefits
- Choice of Medical Plans
- Health & Wellness Accounts
- Flexible Dental Coverage
- Vision Insurance
- Company-Paid Life & AD&D Insurance
- Company-Paid Disability Coverage
- 401(k) with Company Match
- Generous Paid Time Off
- Additional Leave and Time Off Benefits
- Employee Recognition
- Team Incentive Plans
- Employee Assistance Program
- Exclusive Discounts
- Wellness Reimbursements
- Additional Perks