Aspen Standard Wealth is scaling its national Advisor Platform by onboarding acquired firms onto the Aspen Advisor Platform. This role owns the full migration journey across CRM, portfolio accounting, billing, trading, and client portal systems, coordinating partner teams and technology vendors for smooth transitions.
Ideal candidates drive multiple migrations in acquisitive environments, build trust with advisor teams, and thrive in fast-moving settings with onsite work in Chicago.
#J-18808-LjbffrPlatform Migration Director – Advisor Onboarding in chicago at Unknown Company
This position is listed as full time and onsite.