Platform Migrations Leader: Advisor Onboarding
Listed on 2026-10-17
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Finance & Banking
Wealth Management
Aspen Standard Wealth is scaling rapidly through acquisitions, and we’re hiring a Director of Advisor Platform Onboarding to lead the conversion of newly acquired partner firms onto Aspen's standard technology platform.
This role owns the full migration journey — moving firms from their legacy CRM, portfolio accounting, billing, trading, and client portal systems onto Aspen's Advisor Platform suite — while coordinating partner firm teams and technology vendors to deliver smooth, high-quality
This is a great role to take on the Platform Migrations Leader:
Advisor Onboarding role at Aspen Standard Wealth.
The Platform Migrations Leader:
Advisor Onboarding position in the Management & Operations field is open for applications.
We have an opening for a Platform Migrations Leader:
Advisor Onboarding in Chicago, IL, United States within Management & Operations.
This role, Platform Migrations Leader:
Advisor Onboarding at Aspen Standard Wealth, could be your next move.
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