Teams at Aspen Standard Wealth

Lead growth for a founder-led wealth management firm by defining the ideal client, strengthening referral and center-of-influence relationships, managing the prospect pipeline, developing thought leadership and events, and implementing repeatable revenue processes. The role carries personal accountability for net new assets and conversion targets, including closing opportunities directly, while partnering with the founder and Aspen teams to build a scalable growth engine.

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 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.