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 through acquisition, and we’re hiring an Inside Sales Manager to lead and grow our inbound sales function. This team is responsible for qualifying inbound leads generated through Aspen’s marketing efforts and booking introductory meetings with financial advisors at our partner firms. This role sits at the top of the funnel, ensuring high-quality prospects are identified, engaged quickly, and successfully converted into scheduled meetings.

This individual will manage a small team of Business Development Associates (BDAs), improve conversion performance across the funnel, and build the processes and coaching systems needed to scale this function over time. This is a player-coach role, ideal for a strong inside sales professional stepping into their first management position.

This role is based in New York City, with up to 20% 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.

• Own inbound sales performance: Manage and improve key metrics including speed-to-lead, MQL-to-SQL conversion, number of meetings booked, and show rates

• Lead and develop the team: Manage and develop BDAs through call reviews, structured feedback, and ongoing coaching to improve qualification and conversion skills

• Drive process improvement: Refine outreach sequences, qualification criteria, and call scripts to improve efficiency and outcomes

• Build operational structure: Improve CRM workflows, reporting, and lead management processes in partnership with technical teams

• Operate as a player-coach: Step into qualification calls as needed to assess quality and model best practices

Experiences and Functional Skills Required

• 5+ years of proven inside sales experience in a high-velocity inbound environment within financial services or wealth management

• Experience formally developing others or holding others accountable for their performance, whether through direct management, formal coaching or mentoring

• Experience working with financial advisors and/or high-net-worth (HNW) clients

• Experience improving sales processes, workflows, or systems (not just executing them)

Behaviors and Mindsets Required

• Directing Work -- Sets clear expectations, provides direction, and ensures others know what success looks like.

• Performance Optimizer -- Improves outcomes by identifying constraints, measuring what matters and institutionalizing gains.

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

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