About Aspen Standard Wealth
Aspen Standard Wealth, LLC (www.aspenstandardwealth.com) is a holding company that acquires and operates U.S. SEC-registered investment advisers (RIAs). We provide our firms with centralized legal, compliance, and operational services so they can focus on serving clients. Our central technology team partners closely with the leaders and operators at each affiliated RIA to deliver a best-in-class technology platform designed for scalability, growth, and the advisor experience. Since our founding less than 1 year ago, we have grown our platform to six (6) RIAs who collectively manage more than $12 billion in assets.
Position Overview
Aspen is seeking a Head of Applications & Integrations to own the implementation, configuration, and integration of enterprise software systems across our growing network of RIAs. These systems form the backbone of how we onboard new firms, empower advisors, and generate actionable insights essential to Aspen’s continued growth. The ideal candidate blends deep technical fluency with strong business judgment and exceptional stakeholder management. They are equally comfortable translating user needs into system specs, integrating across tools and platforms, and driving change that leads to adoption.
The Head of Applications & Integrations will report to the Chief Technology Officer and work closely with Aspen's Technology, Operations, and Strategy teams to collaborate with Aspen’s partner RIAs to craft a seamless, integrated, AI-native suite of applications that support our growth and operations. This role is ideal for a rising systems leader ready to take on broader ownership and drive meaningful change in a high-growth environment.
Key Responsibilities
Platform Implementation & Ownership
- Play a leading role in configuring and optimizing Aspen’s fast-growing enterprise platform : CRM, Portfolio Management, ERP, Compliance Technology, Data Warehouse, Digital Marketing, and the Integrations Layer
- Act as system owner and primary administrator of key tools, ensuring configuration aligns to business needs
- Manage system enhancements, vendor relationships, and user requests across the application stack
- Collaborate across teams to drive execution, with opportunity to grow into future leadership
Systems Integration
Build and maintain cross-platform integrations, especially across CRM, ERP, reporting, and marketing systemsLeverage tools like Workato and native APIs to ensure clean data flow and automationCollaborate with Aspen’s data team to enable warehouse-ready data pipelinesPost-Acquisition Integration & Onboarding
Partner with Aspen Deal and Integration teams to assess acquired firms’ tech stack and lead onboarding onto core systemsCurate the advisor onboarding experience by minimizing disruption and surfacing high-value, time-to-value winsConfigure and deploy tools quickly and thoughtfully, delivering both speed and qualityTool Adoption & User Enablement
Drive change management and training initiatives to maximize tool usage and impactDevelop and deliver documentation, sessions, and office hours to support user successAct as the translator between the technical build and the user experienceSystem Governance & Process Design
Document and implement best practices across application useOwn application governance, access policies, and change management workflowsServe as escalation point for high-priority troubleshooting and support needsQualifications
Experience
4–7 years of hands-on experience in enterprise systems, SaaS tools, or business systems leadershipExperience in wealth management, private equity-backed, or multi-site environments is a plusDirect experience integrating across platforms like ERP, Digital Marketing, CRM & Practice Management, and Compliance or similarSkills
Strong technical competency across SaaS tools and integration platformsProject ownership mentality with bias toward action and speedExceptional relationship-building skills and a customer-first mindsetExcellent communication skills — written, visual, and verbal — with the ability to make the complex feel simpleStrong business intuition and ability to align systems to valueEducation
Bachelor’s degree requiredCertifications in relevant platforms or toolsWhat We Offer
Shape the Platform : Help build a core technology infrastructure from the ground up — with your fingerprints on every system decisionTransformation : Drive adoption, integration, and outcomes across multiple independent advisory businessesAccelerated Growth Path : Own high-visibility systems and integrations work across the Aspen platform, with mentorship and exposure to senior leadersFast-Track Environment : Be part of a lean, high-impact team#J-18808-Ljbffr