At Savant, we’re not just acquiring firms—we’re helping entrepreneurs navigate one of the most significant transitions of their careers. As our M&A pipeline continues to grow, we’re looking for a Due Diligence, Onboarding & Integration Manager to play a critical, high‑visibility role at the center of that experience.
This isn’t a traditional operations or project management role.
It’s part strategist, part relationship builder, part problem solver—and yes, at times, part therapist.
If you thrive in fast-moving environments, love working with people, and want to directly impact the success of growing advisory businesses, this could be the opportunity you’ve been looking for.
In this role, you can expect to focus in the following areas:
Manage the initial due diligence request list and interview seller
Present initial due diligence request list and coordinate data gathering
Follow up with additional due diligence requests as needed
Distribute diligence gathered to Integration and M&A Teams
Summarize diligence findings CEO, COO, Head of M&A and other key staff as needed
Cross-Functional Leadership
A couple things to note about the position:
High urgency + high visibility: Our M&A pipeline is active and growing—this role is critical to scaling our integration function
Build something bigger: This is a key hire, with expectations for additional hires to follow as the team expands
Remote, nationwide search: We’re focused on finding the best talent—location is flexible
Not transactional work: You’ll be guiding advisors and their teams through a major life and business transition
The position typically requires the following qualifications:
Bachelor’s Degree in Business Administration, Finance, Accounting or related field from an accredited university, Master’s Degree preferred
5-10 or more years proven success in the financial services industry in a similar role
Discipline and Focus: Highly organized, disciplined and detail oriented, practices maximum discretion and confidentiality.
Business Acumen: Strong understanding of Savant’s policies and practices.
Agility: Demonstrated ability in working with change in a highly dynamic, high stakes environment. Positive, proactive and action oriented in times of ambiguity. Unshakeable ease with navigating the complex.
Execution: Experience driving projects to completion, on time, on target and on budget with measurable results.
Communication: Ability to create effective written communications, design engaging presentations and facilitate programs in front of an executive audience. Must demonstrate strong stakeholder management capabilities.
Influence: Ability to build trusting relationships with partners quickly.
Learner/Growth Mindset: Enjoys learning; is motivated to learn, improve and problem solve.
Team Player: Demonstrates a positive attitude, must be collaborative, team-oriented, transparent and willing to help others.
Advanced Excel, Word, PowerPoint, and Outlook skills
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
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 $100,000-$140,000 with final pay determined by experience, skills, and location. 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
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.
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
