Revenue Operations Lead

Aspen Standard Wealth is building the next great national RIA platform by combining the resources of a large firm with the independence and culture of the boutique RIAs we partner with. Backed by Alpine Investors, Aspen provides permanent capital and strategic support to top wealth management firms across the country, helping them scale without sacrificing what makes them great.

Founded in 2024, Aspen is one of the fastest-growing companies in the industry, with a bold mission to become a $100B+ AUM platform in the next five years. We take a people-first approach by investing in talent, empowering local leaders, and building a culture of exceptional execution, trust, and integrity. Join us at the ground level and help shape the future of wealth management.

Alpine Investors is a people-driven private equity firm that is committed to building great companies by working with, learning from, and developing exceptional people. Alpine prides itself on fostering cultures where people value empowerment, diversity, fairness, integrity, and intellectual honesty. Founded in 2001, Alpine specializes in investments in companies in the software and services industries. Alpine has over $17 billion in AUM and has offices in San Francisco, New York, and Salt Lake City.

Aspen Standard Wealth is scaling rapidly through acquisition, and we’re hiring a Revenue Operations Lead to own the system our entire marketing and sales motion runs on. This is a hands-on builder role — you'll personally architect and run our GTM stack (HubSpot, and the tools around them), build the full-funnel reporting and forecasting our Head of Growth runs the business on, and design systems that scale cleanly as we add firm after firm to the platform. You won't manage a team or brief vendors from a distance; you'll be the one in the platform making it work, with an outsourced partner you direct as a resource. If you think in standards instead of one-offs, diagnose funnel problems before reaching for new tools, and want to own GTM infrastructure end-to-end at a firm in serious growth mode, this seat is built for you.

This role is based in New York City.

Below are the core areas of work for this role. Over time, responsibilities may evolve, but this should provide a clear view of what to expect.

• Own the full GTM stack end-to-end — HubSpot (Marketing + Sales Hub), Advyzon's sales pipeline, and supporting tools (Salesmsg, Calendly) — directing the outsourced partner rather than depending on it

• Personally architect and build in-platform: data models, automation logic, workflows, integrations, and pipeline/lifecycle configuration

• Build and maintain full-funnel reporting in one place — every lead, firm, and stage attributed to source, with campaign and channel performance by firm

• Diagnose funnel breaks with rigor: isolate channel vs. handoff vs. close problems and pinpoint where and why a stage is slipping

• Define and enforce data model and data hygiene standards across the org

• Design for scale and standardization so the stack supports 15+ firms and onboarding a new firm, lead channel, or team member is a repeatable motion

• Build the forecasting and pipeline modeling the Head of Growth runs the business on

• Select, implement, and integrate a sales automation platform into the stack

• Ship continuous improvements on a steady cadence — AI automation, attribution refinement, and new integrations — so the system gets better each quarter, not just bigger

• 5-10 years' experience in RevOps, marketing ops, growth ops, or sales ops, with hands-on platform ownership. Still building, not overseeing.

• 5-10 years' in elite and competitive environments with a track record of hard initiatives delivered end-to-end and rapid advancement; strong domain learning velocity

• 2+ years owning measurement and GTM infrastructure end-to-end

• HubSpot admin depth across Marketing Hub and Sales Hub: workflows, custom properties, pipeline config, sequences, and ideally Business Units

• Designed and managed systems that serve multiple brands, segments, or entities

• Revenue operations acumen

  • Personally built and operated a CRM/MAP platform — not delegated to agency

  • Comfortable with integrations: cross-CRM sync, iPaaS (Workato, Zapier), API-level work.

  • Campaign and channel analytics: measures performance and ROI by campaign and source, and turns it into spend and channel decisions

  • Sales-side systems: lead routing, queues, sequences, sales engagement, ideally a sales automation platform (Outreach, Salesloft, Gong, etc.)

  • Forecasting and pipeline modeling

  • Built and defended a multi-touch attribution model under scrutiny

  • Made build-vs-buy decisions with budget and was right more often than wrong

  • Comfortable owning lifecycle program design and cadence, not just execution

• Systems Building & Scaling - Designs and implements operating mechanisms—processes, roles, decision rights, documentation, and interfaces—that keep working as complexity grows.

• Diagnostic rigor - Diagnoses and solves problems analytically, and by understanding end-to-end dynamics—dependencies, incentives, constraints, and feedback loops.

• Stakeholder trust and influence - Reads people and emotional dynamics accurately and interacts in ways that maintain trust and reduce friction.

Aspen Standard Wealth offers a comprehensive benefits package designed to support employee health, financial security, and overall well-being. Full-time employees in this role are eligible for:

• Medical, Dental, and Vision Insurance

• Health Savings Account (HSA) with employer contributions

• Commuter Benefits

• 401(k) Plan with a 4% employer match

• Unlimited Paid Time Off (PTO)

• Life Insurance Coverage

Aspen Standard Wealth is an equal-opportunity employer and welcomes applicants from all backgrounds.