Teams at Aspen Standard Wealth

Lead end-to-end onboarding and platform migrations for acquired wealth management firms, build repeatable migration playbooks, manage data conversions across CRM, accounting, billing, trading, and client portals, coordinate partner teams and vendors, track delivery, and align onboarding with internal Technology, Operations, and Integration teams.

The Chief Executive Officer will lead a wealth management firm, focusing on operational accountability, revenue growth, and building leadership structures, while respecting the existing culture and client relationships.

The Technology Operations Director leads the technology department's strategy, oversees IT finance, vendor relations, and ensures cybersecurity compliance, aiming for optimal technology experiences for partner firms.