ABOUT ASPEN STANDARD WEALTH
Aspen Standard Wealth is building the next great national RIA platform bycombining the resources of a large firm with the independence and culture of theboutique RIAs we partner with. Backed by Alpine Investors, Aspen providespermanent capital and strategic support to top wealth management firms acrossthe country, helping them scale without sacrificing what makes them great.Founded in 2024, Aspen is one of the fastest-growing companies in the industry,with a bold mission to become a $100B+ AUM platform in the next five years. Wetake a people-first approach by investing in talent, empowering local leaders,and building a culture of exceptional execution, trust, and integrity. Join usat the ground level and help shape the future of wealth management.
ABOUT ALPINE INVESTORS
Alpine Investors is a people-driven private equity firm that is committed tobuilding great companies by working with, learning from, and developingexceptional people. Alpine prides itself on fostering cultures where peoplevalue empowerment, diversity, fairness, integrity, and intellectual honesty.Founded in 2001, Alpine specializes in investments in companies in the softwareand services industries. Alpine has over $17 billion in AUM and has offices inSan Francisco, New York, and Salt Lake City.
ABOUT THE JOB
Aspen Standard Wealth is scaling rapidly through acquisition, and we\'re hiring aDirector of Advisor Platform Onboarding to lead the conversion of newly acquiredpartner firms onto Aspen\'s standard technology platform. This person owns thefull migration journey — moving firms from their legacy CRM, portfolioaccounting, billing, trading, and client portal systems onto Aspen\'s AdvisorPlatform suite — while coordinating partner firm teams and technology vendors todeliver smooth, high-quality transitions.
This role is ideal for an operator who has driven multiple system conversions,builds trust quickly with advisor teams, and thrives in a fast-moving,acquisitive environment.
This role is fully onsite in Chicago with 10% travel required.
RESPONSIBILITIES
Below are the core areas of work for this role. Over time, responsibilities mayevolve, but this should provide a clear view of what to expect.
- Own end-to-end migration of acquired firms from legacy platforms onto Aspen'sAdvisor Platform suite, coordinating partner firm teams and technologyvendors across all workstreams
- Build and maintain repeatable migration playbooks to support scalableonboarding as Aspen continues to acquire
- Lead data migration and validate conversion accuracy across CRM, portfolioaccounting, billing, trading, and client portal systems
- Serve as the primary point of contact for partner firm leadership and opsteams throughout the migration process
- Maintain delivery tracking and reporting across all active onboardingworkstreams
- Collaborate with Aspen's Technology, Operations, and Deal & Integration teamsto align onboarding with firm priorities
EXPERIENCES AND FUNCTIONAL SKILLS REQUIRED
- 5-10 years in financial services technology, operations, or wealth-focusedSaaS
- Direct track record of executing system conversions or platform migrations —ideally multiple, across different firms or environments
- Strong understanding of financial services operations — ideally with exposureto wealth management workflows such as client onboarding, fee billing, orportfolio reporting
- Comfortable getting hands-on with data to reconcile and validate accuracyduring system conversions
- Project management and stakeholder management across complex, multi-vendorworkstreams
BEHAVIORS AND MINDSETS REQUIRED
INTERPERSONAL SAVVY – Reads people and situations accurately and adjustsbehavior to work effectively with others.
MANAGING COMPLEXITY – Navigates competing priorities and interdependencieswithout oversimplifying.
ASPEN BENEFITS
Aspen Standard Wealth offers a comprehensive benefits package designed tosupport employee health, financial security, and overall well-being. Full-timeemployees in this role are eligible for:
- Medical, Dental, and Vision Insurance
- Health Savings Account (HSA) with employer contributions
- Commuter Benefits
- 401(k) Plan with a 4% employer match
- Unlimited Paid Time Off (PTO)
- Life Insurance Coverage
Aspen Standard Wealth is an equal-opportunity employer and welcomes applicantsfrom all backgrounds.
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