About Aspen Standard Wealth

Aspen Standard Wealth empowers RIA leaders and their businesses to achieve enduring value and fulfillment through permanent partnerships. Aspen provides long-term stability and support—along with uniquely aligned incentives—that are designed to facilitate growth through a decentralized operating model. Aspen’s team of seasoned business operators, investors, and RIA industry professionals are committed to unlocking growth and potential by prioritizing people, fostering culture, and preserving the unique legacy of each leader we work with and their businesses.

Founded in 2024, Aspen is on a mission to be the best home for wealth management firms. Aspen is headquartered in New York City.

https://aspenstandardwealth.com/

About Alpine Investors

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. For more information on the firm, visit www.alpineinvestors.com

About the Job

Aspen Standard Wealth is scaling rapidly through acquisition. We are hiring an Operating Executive to take full ownership of one of our partner firms — a founder-led wealth management business — and lead it through its next phase of growth.

This is not a functional leadership position. The Operating Executive will take on progressive operational accountability for the business — owning day-to-day P&L management, people, growth, and execution — while partnering closely with both the founder and Aspen to deploy a proven value creation and organic growth playbook. The mandate is clear: 2x the business organically within three to five years, professionalize operations, and build a leadership structure that gives the founder the freedom to engage on their own terms.

This role is based in the [XXXX] area.

Responsibilities

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.

Full Business Ownership

• Take on progressive operational accountability for the performance of the business — revenue growth, profitability, operating discipline, and talent — in close partnership with the founder.

• Earn the trust of the founder and team through decisive leadership and early execution, establishing credibility that enables a smooth and confident transition of day-to-day responsibilities.

• Honor the legacy, culture, and client relationships the founder has built — leading in a way that reflects continuity and respect, not replacement.

Growth Execution

• Deliver 2x organic growth within three to five years using a combination of share of wallet, pricing, marketing, referrals/COIs, technology, and new client acquisition.

• Personally own conversion outcomes in year one — willing and able to close or co-close live deals early.

• Build, manage, and continuously improve a repeatable growth engine with clear accountability.

• Coach advisors to improve selling behaviors and pipeline performance.

Strategic & Operating Rigor

• Develop and own a one-page strategic plan and operating budget aligned with Aspen's underwriting assumptions and value creation model.

• Establish a weekly operating rhythm and pipeline reviews that focus the team's effort on One Page Plan goals, playbooks, and metrics.

• Translate strategy into execution through clear priorities, KPIs, and disciplined operating cadence.

Systems Building & Scalability

• Build scalable systems and processes that remove the need for individual heroics and distribute knowledge across the firm.

• Make high-quality, data-backed decisions connected to budget lines and growth targets.

• Ensure the business is on track to 2x revenue, AUM, and EBITDA organically within five years.

Experiences and Functional Skills Required

• 2+ years of experience in roles demonstrating knowledge of wealth management — asset management, private banking, wealth management, insurance, or adjacent regulated services.

• 8–18 years in elite and competitive environments with a track record of hard jobs and advancement.

• 2+ years leading teams, including hiring, performance management, and talent development, but still a doer.

• Personal ownership of a revenue number — deal, sales, cross-sell, or equivalent.

• Experience leading trust-based sales motions: client success, sourcing, pitching, advising, business development, or sales.

• Demonstrated track record of improving pipeline conversion rates and funnel performance.

• Personally led projects that improved a growth engine — rebuilding a sales team, increasing conversion, introducing a new product, building a new cross-sell motion, etc.

• Ownership of a P&L or material portion thereof, with direct accountability for revenue, costs, and outcomes.

• Experience operating in lean, low-infrastructure environments without centralized corporate support.

Leadership Behaviors and Mindsets Required

• Revenue Intincts: Directly increases revenue through hands-on leadership, clear accountability, and disciplined follow-through. Channels a strong drive to win into measurable firm growth — without creating damage in a team environment.

• Diplomacy: Influences leadership into alignment even without formal authority. Accurately reads people and dynamics in a small, relationship-heavy firm — adjusting behavior to maintain trust while driving performance.

• Builder: Builds leverage through systems and leaders — not heroics. Improves growth outcomes by testing assumptions quickly, learning from real-world feedback, and adjusting course without ego attachment.

• Leadership Steward: Intention ally grows people's skills and judgment through feedback, opportunities, and support. Operates with stability under pressure — drives clarity and commitment even when the direction is unpopular.

• High Slope: Demonstrates the cognitive elasticity, learning velocity, and systems-level thinking to grow beyond current scope and complexity. Makes analytically driven decisions connected to budget and targets.

Aspen Benefits

Aspen Standard Wealth's operating companies 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 employer match

• Unlimited Paid Time Off (PTO)

• Life Insurance Coverage

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