About Aspen Standard Wealth

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.

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.

About the Job

Aspen Standard Wealth is scaling rapidly, and we are hiring an AI & Business Process Lead to apply AIand automation across the firm in practical, high-impact ways. This role focuses on identifying and implementing AI-enabled solutions that improve productivity, streamline operations and create differentiated capabilities for financial advisors and internal teams.

The AI & Business Process Lead will not be responsible for engineering complex AI models or writing production-level code. Instead, this role is for an automation and process expert who understands how the business operates and can apply existing AI and automation tools to simply workflows, reduce manual effort, and unlock new ways of working. This is an individual contributor role with broad cross-functional impact and high visibility.

This role is based in Chicago, with minimal travel.

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.

• Apply existing AI and automation tools to streamline workflows, reduce process steps, and improve operational efficiencyMap and analyze business processes across the organization to identify high-impact opportunities for AI and automation

• Develop a clear plan and “heat map” of where AI can drive the greatest cost, productivity, experience, and revenue impact

• Partner closely with leaders and teams across functions to understand operational needs and translate them into practical AI-enabled solutions

• Measure, track, and report on the results and impact of AI and automation initiatives

Experiences and Functional Skills Required

• 3+ years of professional experience leading or championing automation or process optimization initiatives with a business

• Experience implementing AI automation within a business

• Experience mapping business processes, gathering requirements, or driving process improvement (e.g., product management, operations, consulting, or process optimization roles)

• Demonstrated ability to measure and report on the outcomes of implemented solutions

Behaviors and Mindsets Required

• Innovation – You generate and apply novel ideas that create value by challenging assumptions.

• Business Insights - You understand how the business creates value and how long-term decisions affect customers, economics, and outcomes.

Aspen Benefits

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

These benefits are intended to provide meaningful support across health, financial planning, and work-life flexibility.

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