Jobs at Aspen Standard Wealth

The Chief Executive Officer will lead a wealth management firm, focusing on operational accountability, revenue growth, and building leadership structures, while respecting the existing culture and client relationships.

The Inside Sales Manager will lead and grow the inbound sales function, qualifying leads and booking meetings with financial advisors. Responsibilities include managing a team, improving conversion metrics, refining processes, and participating in sales calls.

The M&A Investing Associate will conduct financial due diligence, build financial models, develop investment memos, and manage deal timelines in a high-growth environment.

The Compliance Manager will operationalize Aspen's RIA compliance standards into scalable workflows and systems while supporting regulatory requirements and enhancing compliance technology usage.

The Assistant Controller will manage accounting and finance functions, implement technology solutions during acquisitions, and ensure compliance with US GAAP. Responsibilities include GL processes, monthly close, financial statements, and external auditor coordination.

Lead and own the full GTM stack (HubSpot, Advyzon, supporting tools), architect data models, automations, integrations, and lifecycle configuration; build full-funnel reporting, forecasting, and attribution; diagnose funnel issues; enforce data hygiene and scale systems to support 15+ firms while directing an outsourced partner and continuously improving the stack.

The Senior M&A Associate will lead complex transactions, manage relationships with RIA principals, and generate acquisition pipelines through outbound strategies.