Operating Executive, Wealth Management

Aspen Standard Wealth empowers RIA leaders and their businesses to achieve enduring value and fulfillment through permanent partnerships. Aspen provides long-term stability and support—along with uniquely aligned incentives—that are designed to facilitate growth through a decentralized operating model. Aspen’s team of seasoned business operators, investors, and RIA industry professionals are committed to unlocking growth and potential by prioritizing people, fostering culture, and preserving the unique legacy of each leader we work with and their businesses. Founded in 2024, Aspen is on a mission to be the best home for wealth management firms. Aspen is headquartered in New York City. About Alpine Investors Alpine Investors is a people-driven private equity firm that is committed to building great companies by working with, learning from, and developing exceptional people. Alpine prides itself on fostering cultures where people value empowerment, diversity, fairness, integrity, and intellectual honesty. Founded in 2001, Alpine specializes in investments in companies in the software and services industries. Alpine has over $17 billion in AUM and has offices in San Francisco, New York, and Salt Lake City. For more information on the firm, visit About the Job Aspen Standard Wealth is scaling rapidly through acquisition. We are hiring an Operating Executive (specific to the wealth management space) to take full ownership one of our partner firms, a Founder-led wealth management business, and lead it through its next phase of growth. This role is not a functional leadership position. The Operating Executive will assume full accountability for the business—owning the P&L, people, growth, and execution—while partnering with Aspen to deploy a proven value creation and organic growth playbook. The mandate is clear: double the business organically within three years, professionalize operations, and enable the founder to step away from day-to-day leadership. This role is based in the Portland Metro area. Responsibilities 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. Full Business Ownership Step decisively into the top leadership seat, transitioning the business from founder-led to professionally run. Assume full responsibility for the performance of the business, including revenue growth, profitability, operating discipline, and talent. Growth Execution Deliver 2x organic growth within three years, using a combination of pricing, sales execution, marketing, new client acquisition, and operational leverage. Build, manage, and improve a repeatable sales and growth engine with clear accountability. Strategic & Operating Rigor Develop and own a one-page strategic plan and operating budget aligned with Aspen’s underwriting assumptions and value creation model. Translate strategy into execution through clear priorities, KPIs, and operating cadence. Founder Transition & Credibility Earn the trust of the founder and team through decisive leadership and early execution (first 90 days), enabling the Founder to fully step back from day-to-day operations. Experiences and Functional Skills Required 8+ years of direct people leadership in an operating business, including hiring, performance management, and team development. Ownership of a P&L or a material portion of a P&L, with direct accountability for revenue, costs, and outcomes. Personally executed revenue or growth initiatives (e.g., built or scaled a sales team, launched a new product or service, expanded into new markets). Experience operating in lean, low-infrastructure environments without centralized corporate support. Bachelor’s degree required; MBA strongly preferred unless candidate has demonstrated equivalent operating ownership. Experience in wealth management, financial services, or adjacent regulated services strongly preferred. Leadership Behaviors and Mindsets Required ACCOUNTABILITY / OWNERSHIP MINDSET – A belief that you are responsible for outcomes, impact, and follow-through—regardless of ambiguity, obstacles, or who “should” own the problem. BUSINESS INSIGHTS: Understands how the business creates value and how decisions affect customers, economics and long-term outcomes. Aspen Standard Wealth offers a comprehensive benefits package designed to support employee health, financial security, and overall well-being. Full-time employees in this role are eligible for: Medical, Dental, and Vision Insurance Health Savings Account (HSA) with employer contributions 401(k) Plan with a 4% employer match Unlimited Paid Time Off (PTO) Life Insurance Coverage Aspen Standard Wealth is an equal-opportunity employer and welcomes applicants from all backgrounds. #J-18808-Ljbffr SupportFinity™