Teams at Aspen Standard Wealth

Manage and execute daily trading, rebalancing, reconciliations, and high-dollar cash flows across a $1B+ AUM platform. Maintain performance tracking and client reporting, generate portfolio reviews, support advisory team materials, and document and scale operational workflows while coordinating across advisory and client service teams.

The Growth Marketing Manager will develop strategic marketing plans for partner firms, assess existing programs, manage agencies, and ensure compliance while optimizing performance through analytics and collaboration with sales teams.

The Senior M&A Associate will lead complex transactions, manage relationships with RIA principals, and generate acquisition pipelines through outbound strategies.