Managing Director, Growth

Aspen Standard Wealth; Boston (MA); On-site; USD 300,000 - 600,000; Full time

Job summary

Aspen Standard Wealth is scaling rapidly through acquisition. We are hiring a Managing Director of Growth to lead the next phase of growth at a founder-led wealth management firm based in Braintree, Massachusetts, serving clients across Greater Boston.

This growth-focused, relationship-first role owns the growth agenda—sharpening who we serve, deepening referral relationships, and building a visible presence across Boston—while partnering with the founder and Aspen to activate a proven growth

Qualifications

• 8–20 years in elite, competitive environments with a track record of taking on hard jobs.
• Strong wealth management fluency and ability to serve UHNW or sophisticated clients.
• Experience leading teams while remaining a doer; not a pure manager.
• Track record of accountability for growth targets—deal flow, cross-sell, or client success.
• Proven ability to build or rebuild a growth engine and improve funnel performance.

Responsibilities

• Build and own a growth engine for the firm, defining ideal clients and shaping messaging and marketing.
• Track the growth pipeline and manage referrals, prospects, follow-ups, and conversions.
• Lead content and thought leadership strategy across channels to demonstrate expertise.
• Organize targeted events and community engagement to create introductions.
• Collaborate with Aspen's teams on lead conversion and prospecting using the Growth System.
• Install durable revenue processes and simple systems to scale growth beyond individual heroics.
• Carry personal accountability for revenue targets in year one and close live opportunities.

Skills

Wealth management fluency

Growth mindset

Doer and builder

Trust-based selling

Leadership experience

Pipeline optimization

Job description

Aspen Standard Wealth empowers RIA leaders and their businesses to achieve enduring value and fulfillment through permanent partnerships. Aspen provides long-term stability and support—along with uniquely aligned incentives that are designed to facilitate growth through a decentralized operating model. Aspen’s team of seasoned business operators, investors, and RIA industry professionals are committed to unlocking growth and potential by prioritizing people, fostering culture, and preserving the unique legacy of each leader we work with and their businesses.

Founded in 2024, Aspen is on a mission to be the best home for wealth management firms. Aspen is headquartered in New York City.

https://aspenstandardwealth.com/

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. For more information on the firm, visit www.alpineinvestors.com

About the Job:

Aspen Standard Wealth is scaling rapidly through acquisition. We are hiring a Managing Director of Growth to help lead the next phase of growth at a founder-led wealth management firm based in Braintree, Massachusetts, serving clients across Greater Boston.

This is a growth-focused, relationship-first role — not a functional leadership position. The Managing Director of Growth will take ownership of the firm's growth agenda — sharpening who the firm serves, deepening referral and centers-of-influence relationships, and building a more visible, consistent presence across Boston — while partnering closely with the firm's Founder and Aspen to activate a proven growth playbook. The mandate is clear: build a repeatable growth engine, professionalize how the firm generates and converts new business, and give the founder the freedom to focus where she adds the most value.

This role is based in the Braintree, MA area (Greater Boston).

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.

Build the growth engine:

• Define and continually refine the firm's ideal client — who we most want to serve, the problems we solve for them, and what makes them the right choice — and use that to shape their website, messaging, networking, and marketing.
• Track and manage the growth pipeline with a simple, disciplined process for referrals, prospects, follow-ups, and conversions.
• Own a content and thought leadership strategy — practical insights, educational content, and client-focused stories on LinkedIn and other channels that show the firm's expertise.
• Lead targeted events and community engagement — small educational gatherings, client appreciation events, and strategic networking that create natural opportunities for introductions.
• Work directly with Aspen's internal teams on lead conversion and prospecting, putting the Aspen Growth System's tools and support to work in a way that fits the pipeline and client base.
• Install a durable revenue process — pipeline hygiene, stage definitions, conversion measurement, and a review cadence that survives a busy quarter.
• Build simple, durable systems in place of individual heroics, so growth and knowledge aren't concentrated in one person.

Personal accountability for growing net new assets:

• Carry personal accountability for a revenue and conversion target in year one, and be ready to close or co-close live opportunities yourself rather than routing them to others.
• Diagnose where revenue is moving slowly across the firm — pipeline depth, referral concentration, client concentration risk — and work the controllable levers first.

Experiences and Functional Skills Required:

• 8–20 years in elite, competitive environments, with a track record of taking on hard jobs and advancing through them; comfortable building where the systems may not exist yet.
• Strong wealth management fluency, paired with the emotional intelligence to serve UHNW or sophisticated clients.
• Experience leading teams while remaining a doer; this role has no room for a pure manager.
• A track record of personal accountability for a growth number or target — deal, sales, cross-sell, or equivalent — through some form of trust-based selling: client success, sourcing, pitching, advising, or business development.
• A documented record of improving pipeline conversion or funnel performance, and of personally building or rebuilding a growth engine — a sales team, a cross-sell motion, a new product launch, or similar.
• Comfortable operating both strategically and hands-on in a growing firm, and genuinely aligned with MG's culture and the client experience it delivers.

Leadership Behaviors and Mindsets Required:

• Growth strategy and execution — you can ignite, build, and run a growth engine.
• Network-driven relationship building — you turn networks and referrals into durable new business.
• Doer, builder, project driver — you get things done and build systems that scale.
• Strategic decision making — you cut through ambiguity to the right call.
• Financial literacy — you tie decisions back to a target.
• Test-and-login orientation — you adapt based on real feedback and share what you learn.