Director of Advisor Platform Implementation
Aspen Standard Wealth - Chicago, IL
Hiring: Director of Advisor Platform Implementation Company: Aspen Standard Wealth Location: Chicago, IL Job Posted Time: 2026-09-03 14:35:25 Employment Type: Full-time Target Skills & Keywords : Alpine, Project Management, SaaS, Stakeholder Management, Wealth Management About the job Experience: •5-10 years in financial services technology, operations, or wealth-focused SaaS •10 years in financial services technology, operations, or wealth-focused SaaS Required Skills: •Below are the core areas of work for this role. Over time, responsibilities may evolve, but this should provide a clear view of what to expect. •Own end-to-end migration of acquired firms from legacy platforms onto Aspen's Advisor Platform suite, coordinating partner firm teams and technology vendors across all workstreams •Build and maintain repeatable migration playbooks to support scalable onboarding as Aspen continues to acquire •Lead data migration and validate conversion accuracy across CRM, portfolio accounting, billing, trading, and client portal systems •Serve as the primary point of contact for partner firm leadership and ops teams throughout the migration process •Maintain delivery tracking and reporting across all active onboarding workstreams •Partner cross-functionally with Aspen's Technology, Operations, and Deal & Integration teams to align onboarding with firm priorities •5-10 years in financial services technology, operations, or wealth-focused SaaS Compensation: •Competitive benefits and rewards package •Medical, Dental, and Vision Insurance Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!