Savant Wealth Management · 1 day ago
Due Diligence, Onboarding and Integration Coordinator - Mergers & Acquisitions
Middleton, WI
Full-time
Onsite
New Grad, Entry Level
$61K/yr - $85K/yrSavant Wealth Management is a trusted advisor in financial services, seeking a Due Diligence, Onboarding & Integration Coordinator to support partner transitions. This role involves organizing data, coordinating across teams, and ensuring smooth integration processes for new partners.
ConsultingFinancial ServicesWealth Management
No H1B
Hiring Manager
Breanna S.
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
Qualification
Required
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
Preferred
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
Benefits
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.
Company
Savant Wealth Management
Savant Wealth Management specializes in investment, financial planning, accounting, retirement plans and consultation.
Founded in 1986
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Brent Brodeski
Founder & Chief Executive Officer
Recent News
Business Wire
2025-11-04
2025-09-10
Company data provided by crunchbase