Teams at Aspen Standard Wealth

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.

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.