Director of Advisor Platform Implementation

Aspen Standard Wealth; Chicago (IL); On-site; USD 140,000 - 200,000; Full time

Benefits offered by this job

Medical, Dental, and Vision Insurance

Health Savings Account (HSA) withemlo?

401(k) Plan with a 4% employer match

Unlimited Paid Time Off (PTO)

Life Insurance Coverage

Job summary

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.

Qualifications

• 5–10 years in financial services technology, operations, or wealth-focused SaaS.
• Proven track record of executing system migrations or platform conversions.
• Strong understanding of wealth management workflows (onboarding, billing, reporting).

Responsibilities

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

Skills

Financial services technology

Platform migrations

Data reconciliation

Project management

Stakeholder management

Tools

CRM platforms

Portfolio accounting software

Billing systems

Client portal systems

Job description

Aspen Standard Wealth is building the next great national RIA platform by combining the resources of a large firm with the independence and culture of the boutique RIAs we partner with. Backed by Alpine Investors, Aspen provides permanent capital and strategic support to top wealth management firms across the 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. We take a people-first approach by investing in talent, empowering local leaders, and building a culture of exceptional execution, trust, and integrity. Join us at 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 to building great companies by working with, learning from, and developing exceptional people. Alpine prides itself on fostering cultures where people value empowerment, diversity, fairness, integrity, and intellectual honesty. Founded in 2001, Alpine specializes in investments in companies in the software and services industries. Alpine has over $17 billion in AUM and has offices in San Francisco, New York, and Salt Lake City.

About the Job

Aspen Standard Wealth is scaling rapidly through acquisition, and we're hiring a Director of Advisor Platform Onboarding to lead the conversion of newly acquired partner firms onto Aspen's standard technology platform. This person owns the full migration journey - moving firms from their legacy CRM, portfolio accounting, billing, trading, and client portal systems onto Aspen's Advisor Platform suite - while coordinating partner firm teams and technology vendors to deliver 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 may evolve, but this should provide a clear view of what to expect.

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

Experiences and Functional Skills Required

• 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 different firms or environments
• Strong understanding of financial services operations - ideally with exposure to wealth management workflows such as client onboarding, fee billing, or portfolio reporting
• Comfortable getting hands-on with data to reconcile and validate accuracy during system conversions
• Project management and stakeholder management across complex, multi-vendor workstreams

Behaviors and Mindsets Required

INTERPERSONAL SAVVY – Reads people and situations accurately and adjusts behavior to work effectively with others.

MANAGING COMPLEXITY – Navigates competing priorities and interdependencies without oversimplifying.

Aspen Standard Wealth offers a comprehensive benefits package designed to support employee health, financial security, and overall well-being. Full-time employees in this role are eligible for:

• Medical, Dental, and Vision Insurance
• Health Savings Account (HSA) with employer contributions
• 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 applicants from all backgrounds.