About this opportunity
Aspen Standard Wealth lists this Platform Migration Director – Advisor Onboarding opportunity in chicago, Illinois. Review the employer’s description below for duties, qualifications and application requirements.
Job description
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.
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Worksite address
chicago, IL, 60290, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.