Wealth Tech Solutions Adoption Lead

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 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.