Director of Advisor Platform Implementation
About The Position
Aspen Standard Wealth is scaling rapidly through acquisition, 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 person 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 transitions. This role is ideal for an operator who has driven multiple system conversions, builds trust quickly with advisor teams, and thrives in a fast-moving, acquisitive environment. This role is fully onsite in Chicago with 10% travel required.
Requirements
- 5-10 years in financial services technology, operations, or wealth-focused SaaS
- Direct track record of executing system conversions or platform migrations — ideally multiple, across different firms or environments
- Strong understanding of financial services operations — ideally with exposure to wealth management workflows such as client onboarding, fee billing, or portfolio reporting
- Comfortable getting hands-on with data to reconcile and validate accuracy during system conversions
- Project management and stakeholder management across complex, multi-vendor workstreams
- Reads people and situations accurately and adjusts behavior to work effectively with others.
- Navigates competing priorities and interdependencies without oversimplifying.
Responsibilities
- Own end-to-end migration of acquired firms from legacy platforms onto Aspen's Advisor Platform suite, coordinating partner firm teams and technology vendors across all workstreams
- Build and maintain repeatable migration playbooks to support 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
Benefits
- 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
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Director
Education Level
No Education Listed
