Director of Advisor Platform Implementation

Socket.dev; Chicago (IL); On-site; USD 180,000 - 280,000; Full time

Benefits offered by this job

Medical, Dental, and Vision Insurance

HSA with employer contributions

Commuter Benefits

401(k) Plan with 4% employer match

Unlimited PTO

Life Insurance Coverage

Job summary

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.

Qualifications

• 5-10 years in financial services technology, operations, or wealth-focused SaaS.
• Direct track record of executing system conversions or platform migrations—ideally multiple across firms/environments.
• Strong understanding of financial services operations, especially wealth management workflows like onboarding, billing, or portfolio reporting.
• Hands-on with data to reconcile and validate accuracy during conversions.
• Project and stakeholder management across multi-vendor workstreams.

Responsibilities

• Own end-to-end migration of acquired firms onto Aspen's Advisor Platform suite, coordinating partner teams and vendors.
• Build and maintain repeatable migration playbooks to support scalable onboarding as Aspen grows.
• Lead data migration and validate conversion accuracy across CRM, portfolio accounting, billing, trading, and client portal systems.
• Serve as primary contact for partner firm leadership and ops teams throughout migration.
• Maintain delivery tracking and reporting across all onboarding workstreams.
• Collaborate with Technology, Operations, and Deal & Integration teams to align onboarding with firm priorities.

Skills

Financial services tech

Platform migrations

Data reconciliation

Stakeholder management

Wealth management workflows

Job description

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.