Solutions Consultant

Aspen Standard Wealth • Chicago, IL

10d • Onsite

About The Position

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.

Requirements

• 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

Nice To Haves

• 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

Responsibilities

• 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

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

What This Job Offers

• Job Type: Full-time
• Career Level: Director
• Education Level: No Education Listed