Platform Migrations Leader: Advisor Onboarding

Aspen Standard Wealth; Chicago (IL); On-site; USD 150,000 - 230,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

HSA with employer contributions

401(k) Plan with a 4% employer match

Unlimited PTO

Life Insurance

Job summary

Aspen Standard Wealth is scaling rapidly through acquisitions, 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 role 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

Qualifications

• 5–10 years in financial services technology, operations, or wealth SaaS.
• Proven track record of leading system migrations across multiple firms.
• Strong data handling and validation during conversions.
• PM and stakeholder management across multi-vendor teams.

Responsibilities

• Own end-to-end migration of acquired firms onto Aspen's Advisor Platform, coordinating partner firm teams and technology vendors across all workstreams
• Build repeatable migration playbooks for 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

Skills

Platform migrations

Data reconciliation

Wealth management

Project management

Stakeholder management

Tools

Salesforce CRM

Portfolio accounting systems

Trading platforms

Job description

Aspen Standard Wealth is scaling rapidly through acquisitions, 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 role 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