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Serve as the primary advisor for high-net-worth families, delivering comprehensive planning across investments, tax, equity compensation, estate, insurance, and retirement strategies. Lead client meetings, coordinate portfolio implementation, and drive growth through referrals and professional relationships. The role requires a fiduciary mindset, strong relationship skills, sound judgment, and experience serving complex Bay Area clients, including executives, founders, and households navigating liquidity events.

Owns the performance and growth of a founder-led wealth management firm, including P&L, revenue, talent, operations, sales conversion, strategic planning, and scalable systems. The role partners with the founder and Aspen to double organic revenue, AUM, and EBITDA within three to five years while professionalizing operations and building leadership capacity.

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 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.

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