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.
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.
Aspen Standard Wealth is scaling rapidly through acquisition, and we're hiring a Director of Advisor Platform Operations 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.
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
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
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
Commuter Benefits
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.
Job details are sourced from the employer's original posting.
Open job postingAbout the company
Aspen Standard Wealth is a financial advisory firm that provides comprehensive wealth management services.