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Director, Advisor Platform Onboarding

chicago, il • Posted 1 weeks ago
Onsite Full Time Management & Leadership

Aspen Standard Wealth is expanding and seeks a Director of Advisor Platform Onboarding to lead the migration of newly acquired partner firms onto the Aspen Advisor Platform. You will own the full migration journey—from legacy CRMs to advisor technology—while coordinating partner teams and technology vendors.

This role requires a track record of successful system conversions, comfort with data quality, and the ability to drive complex onboarding in a dynamic, acquisitive environment.

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