Aspen Standard Wealth
Aspen Standard Wealth provides pay range
This range is provided by Aspen Standard Wealth. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
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’re hiring an
AI Lead
to help apply automation and AI across our business. This role will focus on identifying, designing, and implementing practical AI‑enabled solutions to drive productivity, create differentiated advisor capabilities, and improve revenue outcomes. The AI Lead will not be responsible for building 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 simplify 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
Map 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
Apply existing AI and automation tools to streamline workflows, reduce process steps, and improve operational efficiency
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
2–5 years of professional experience leading or championing AI, automation, or process optimization initiatives 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.
Seniority level: Associate
Employment type: Full‑time
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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’re hiring an
AI Lead
to help apply automation and AI across our business. This role will focus on identifying, designing, and implementing practical AI‑enabled solutions to drive productivity, create differentiated advisor capabilities, and improve revenue outcomes. The AI Lead will not be responsible for building 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 simplify 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
Map 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
Apply existing AI and automation tools to streamline workflows, reduce process steps, and improve operational efficiency
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
2–5 years of professional experience leading or championing AI, automation, or process optimization initiatives 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.
Seniority level: Associate
Employment type: Full‑time
#J-18808-Ljbffr