Due Diligence, Onboarding and Integration Coordinator

Savant•Rockford, IL

About The Position

RIA growth through partnership only works when diligence is thorough and integration is well executed. Every new partner brings clients, systems, people, and history — and bringing that into alignment takes discipline and coordination. That’s the work behind this role. We’re looking for a Due Diligence, Onboarding & Integration Coordinator to support the full partner transition lifecycle — from pre-close diligence through post-close onboarding and integration. You’ll help organize data, track moving parts, coordinate across teams, and translate complexity into clear, actionable next steps. This is an early-career role designed for someone who wants to learn how partner integrations really happen inside a growing wealth management firm. We invest in people who take initiative, improve processes, and grow into bigger scope over time. If you like building structure and making complex efforts run smoothly, you’ll do well here. What you’ll actually be doing: This role supports three connected phases: pre-close diligence, post-close onboarding, and integration execution. The work is part project coordination, part information organization, and part communication support. During Due Diligence You’ll help bring structure and visibility to active diligence workstreams by: Coordinating information requests and organizing materials in data rooms Keeping trackers, checklists, and issue logs current and usable Sitting in on diligence and planning meetings and capturing decisions, risks, and follow-ups Turning scattered findings into clean summaries leadership can use Helping make sure nothing important gets lost between conversations During Onboarding & Integration Once a partner joins, the focus shifts to execution and coordination. You’ll help: Maintain onboarding and integration project plans and status trackers Coordinate meetings, agendas, and structured follow-ups Monitor deadlines and flag risks, blockers, or dependencies early Work across Operations, Compliance, Technology, HR, Marketing, and other teams to keep handoffs clear Support the day-to-day operating rhythm of integration work Communication & Partner Experience Transitions are smoother when communication is clear and timely. You’ll help make that happen by: Drafting and organizing onboarding and integration communications Sequencing updates so new partners know what’s coming and when Translating technical or operational topics into plain-language guidance Helping ensure partners feel informed — not overwhelmed — during transition Systems, Process & Continuous Improvement We want each transaction to run better than the last. You’ll contribute by: Supporting and organizing our DealRoom and related platforms Improving folder structures, templates, and request workflows Building repeatable tools — checklists, guides, and templates — that scale Doing light research and targeted analysis to support decisions Noticing friction and suggesting smarter ways to run the process Who this role is a great fit for: This tends to work well for someone early in their career who is naturally organized, curious, and dependable — someone who likes turning moving parts into structured plans. We're looking for someone with the following: Bachelor’s degree in business, finance, communications, operations, analytics, or a related field Strong organizational and time-management habits Clear, practical writing and communication skills Comfortable working in Microsoft 365 tools (Excel, Word, Outlook, Zoom) Quick to learn new systems and platforms Comfortable handling sensitive information with discretion Willing to ask questions, take initiative, and improve how things are done Helpful but not required Internship or early experience in project coordination, operations, consulting, onboarding, or diligence support Exposure to wealth management, RIA environments, M&A, or integrations Experience with DealRoom or similar data room / project tools Growth & runway This role is designed to grow. As you build context and capability, you’ll have opportunities to take ownership of defined diligence or integration workstreams and help shape how we scale these processes going forward. If you like work that is structured, cross-functional, and quietly high-impact — this is a strong place to start and grow. 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: At Savant, we are committed to supporting our employees as well as investing in their well-being and growth. We take a market-based approach to compensation. The expected base salary range for this role nationally is $61,000 - $$85,000. However, final base pay will be carefully determined based on several factors, including responsibilities, skills, relevant experience, geographic location, and market conditions. Additionally, this role may be eligible for other forms of compensation and benefits. We also offer a benefits package designed to enhance both your personal and professional life. Below is an overview of our total rewards offering. The benefits available for this role can be discussed in detail during the hiring process. 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.

Requirements

Bachelor’s degree in business, finance, communications, operations, analytics, or a related field
Strong organizational and time-management habits
Clear, practical writing and communication skills
Comfortable working in Microsoft 365 tools (Excel, Word, Outlook, Zoom)
Quick to learn new systems and platforms
Comfortable handling sensitive information with discretion
Willing to ask questions, take initiative, and improve how things are done

Nice To Haves

Internship or early experience in project coordination, operations, consulting, onboarding, or diligence support
Exposure to wealth management, RIA environments, M&A, or integrations
Experience with DealRoom or similar data room / project tools

Responsibilities

Coordinating information requests and organizing materials in data rooms
Keeping trackers, checklists, and issue logs current and usable
Sitting in on diligence and planning meetings and capturing decisions, risks, and follow-ups
Turning scattered findings into clean summaries leadership can use
Helping make sure nothing important gets lost between conversations
Maintain onboarding and integration project plans and status trackers
Coordinate meetings, agendas, and structured follow-ups
Monitor deadlines and flag risks, blockers, or dependencies early
Work across Operations, Compliance, Technology, HR, Marketing, and other teams to keep handoffs clear
Support the day-to-day operating rhythm of integration work
Drafting and organizing onboarding and integration communications
Sequencing updates so new partners know what’s coming and when
Translating technical or operational topics into plain-language guidance
Helping ensure partners feel informed — not overwhelmed — during transition
Supporting and organizing our DealRoom and related platforms
Improving folder structures, templates, and request workflows
Building repeatable tools — checklists, guides, and templates — that scale
Doing light research and targeted analysis to support decisions
Noticing friction and suggesting smarter ways to run the process