Platform Migration Director - Advisor Onboarding
Aspen Standard Wealth
Aspen Standard Wealth is scaling its national Advisor Platform by onboarding acquired firms onto the Aspen Advisor Platform. This role owns the full migration journey across CRM, portfolio accounting, billing, trading, and client portal systems, coordinating partner teams and technology vendors for smooth transitions. Ideal candidates drive multiple migrations in acquisitive environments, build trust with advisor teams, and thrive in fast-moving settings with onsite work in Chicago. #J-18808-Ljbffr Aspen Standard Wealth
Vacancy posted 4 days ago
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