Solutions Consultant

Aspen Standard Wealth; Chicago (IL); On-site; USD 90,000 - 130,000; Full time

Job summary

Aspen Standard Wealth is seeking a Solutions Consultant to own the post-onboarding success of partner firms on Aspen's core technology platform. You will drive continued adoption, service expansion, and advisor satisfaction, translating platform capability into measurable business outcomes.

The role requires 5–10 years in product, customer success, or platform operations within wealth tech, with a track record of expanding platform usage and strong relationship management.

Qualifications

• 5–10 years in a product, customer success, or platform operations role in wealth tech
• Proven track record of driving software adoption and expanding platform usage
• Ability to translate software capabilities into business outcomes and potentially P&L impact
• Strong relationship management with high client satisfaction
• Comfort with CRM, portfolio accounting, trading/rebalancing, client portal, and custody platforms

Responsibilities

• Develop and own the handoff mechanism from onboarding completion to ongoing advisor success
• Establish and track success measures for continued platform adoption — time savings, feature coverage, usage volumes, and advisor satisfaction
• Build and maintain a cadence of continuing education, feature rollouts, and expansion conversations with existing partner firms
• Identify and close adoption gaps — through workflow configuration, training, or creative use of available platform functionality
• Translate platform capabilities into business outcomes advisors care about: saved time, consistency of execution, and where possible, P&L impact
• Serve as the primary relationship owner for partner firms post-onboarding, managing ongoing satisfaction and net promoter score
• Stay current on our platforms and their evolving features and set adjacent point solutions in the wealth management space

Skills

Product management

Customer success

Platform operations

CRM tools

Relationship management

Excel

PowerPoint

AI tools (Claude/ChatGPT)

Tools

WealthScape

Schwab Advisor Center

CRM systems

Portfolio accounting

Trading / rebalancing

Client portal

Wealth management custody platforms

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 Solutions Consultant to own the post-onboarding success of partner firms on Aspen's core technology platform. Where the onboarding role gets firms live, this role makes sure they actually get value — driving continued adoption, service expansion, and advisor satisfaction.

This role is ideal for an operator with a product or customer success background who understands not just what software does, but how advisors actually use it — and who can translate platform capability into measurable business outcomes.

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.

• Develop and own the handoff mechanism from onboarding completion to ongoing advisor success, ensuring no firm falls through the gap between go-live and full adoption
• Establish and track success measures for continued platform adoption — time savings, feature coverage, usage volumes, and advisor satisfaction
• Build and maintain a cadence of continuing education, feature rollouts, and expansion conversations with existing partner firms
• Identify and close adoption gaps — through workflow configuration, training, or creative use of available platform functionality
• Translate platform capabilities into business outcomes advisors care about: saved time, consistency of execution, and where possible, P&L impact
• Serve as the primary relationship owner for partner firms post-onboarding, managing ongoing satisfaction and net promoter score
• Stay current on our platforms and their evolving features and set adjacent point solutions in the wealth management space

Experiences and Functional Skills Required:

• 5–10 years in a product, customer success, or platform operations role — ideally at a wealth-focused SaaS or financial services technology company
• Demonstrated track record of driving software adoption and expanding platform usage across a user base
• Comfortable learning how users interact with complex toolkits and constructing solutions through configuration and training — not just documentation
• Able to translate software capabilities and workflow configurations into business outcomes; ideally able to connect these to P&L impact
• Strong relationship management skills with a track record of high client satisfaction scores
• Hands-on experience with CRM, portfolio accounting, trading/rebalancing, client portal, and wealth management custody platforms (e.g. WealthScape, Schwab Advisor Center)
• Comfortable in Excel and PowerPoint; demonstrated use of AI tools including Claude, ChatGPT, or AI embedded in SaaS platforms

Behaviors and Mindsets Required:

• HUMAN-CENTERED: A belief that understanding people's emotions, perspectives and experiences is essential to good leadership and decisions
• BUSINESS INSIGHTS: Understands how the business creates value and how decisions affect customers