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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.

The Assistant Controller will manage accounting and finance functions, implement technology solutions during acquisitions, and ensure compliance with US GAAP. Responsibilities include GL processes, monthly close, financial statements, and external auditor coordination.

Serve as primary relationship owner for high-net-worth clients, delivering comprehensive financial and investment planning. Lead client meetings, coordinate with portfolio, tax, and estate specialists, implement strategies, and drive organic growth through referrals and partnerships. Focus on retirement/income planning, complex compensation, tax and estate coordination, and long-term portfolio strategy.

Own post-onboarding advisor success on Aspen's core platform: drive adoption, track success metrics, deliver training and configuration solutions, manage firm relationships, expand platform usage, and translate capabilities into measurable business outcomes and advisor satisfaction.

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