Hiring: Solutions Consultant Company: Aspen Standard Wealth Location: Chicago, IL Job Posted Time: 2026-09-03 14:35:25 Employment Type: On-site Target Skills & Keywords : Alpine, Embedded Systems, Microsoft Excel, Microsoft PowerPoint, SaaS, Wealth Management About the job Experience: •10 years in a product, customer success, or platform operations role — ideally at a wealth-focused SaaS or financial services technology company 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. •Develop and own the handoff mechanism from onboarding completion to ongoing advisor success, ensuring no firm falls through the gap between go-live and full adoption •Establish and track success measures for continued platform adoption — time savings, feature coverage, usage volumes, and advisor satisfaction •Build and maintain a cadence of continuing education, feature rollouts, and expansion conversations with existing partner firms •Identify and close adoption gaps — through workflow configuration, training, or creative use of available platform functionality •Translate platform capabilities into business outcomes advisors care about: saved time, consistency of execution, and where possible, P&L impact •Serve as the primary relationship owner for partner firms post-onboarding, managing ongoing satisfaction and net promoter score •Stay current on our platforms and their evolving features and set adjacent point solutions in the wealth management space Compensation: •$125,000 - $150,000 / year 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!