Job Description
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 a Technology Strategy & Operations Director to lead the operational backbone of our technology organization. This role goes well beyond traditional project management — you'll run the tech team's operating rhythm, manage IT finance and vendor relationships, drive cybersecurity and compliance readiness, and ensure every partner firm has a best-in-class technology experience. If you thrive at the intersection of strategy, operations, and execution, this is your seat.
We're building the technology platform that powers a growing portfolio of RIA firms. Each acquisition brings new systems, teams, and expectations. This role ensures the tech organization runs with discipline and clarity — so we can scale without losing speed, quality, or trust.
This role is based in Chicago, 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.
• Help shape the technology departmental strategy and identify and drive priority strategic initiatives.
• Run the technology team's operating cadence — meetings, reporting, planning cycles, and quarterly Rocks.
• Lead project management and oversight of quarterly Rocks and IT strategic initiatives.
• Own Technology's Key Reporting & Stakeholder Management Activities.
• Manage IT finance including budgeting, forecasting, and partner firm IT cost allocations.
• Oversee the MSP relationship — performance, escalations, and continuous improvement.
• Support management and operations of the cybersecurity program.
• Lead new partner firm onboarding to MSP, compliance technology, and core IT services.
• Own the RIA technology experience and Net Promoter Score — track, measure, and improve how partner firms experience our tech.
• Coordinate across product, engineering, and vendor partners to keep initiatives aligned and moving.
• Own work management and project delivery tooling — evaluate, implement, and optimize the tools the team runs on.
• Manage inventory of PC hardware and peripherals.
Experiences and Functional Skills Required
• 10–15 years in technology operations, IT strategy, or program management roles.
• Experience managing IT budgets, cost allocations, or vendor financials.
• Track record of managing MSP or vendor relationships.
• Familiarity with cybersecurity programs, compliance tech, or IT governance.
• Strong project management skills — comfortable owning Rocks, milestones, and cross-functional delivery.
• Experience in RIAs, roll ups or aggregators, wealth management, or multi-site environments.
Behaviors and Mindsets Required
• Managing Complexity: Navigates competing priorities and interdependencies without oversimplifying.
• Collaboration: Works productively across functions, levels, and perspectives to achieve outcomes that cannot be accomplished alone.
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.
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 a Technology Strategy & Operations Director to lead the operational backbone of our technology organization. This role goes well beyond traditional project management — you'll run the tech team's operating rhythm, manage IT finance and vendor relationships, drive cybersecurity and compliance readiness, and ensure every partner firm has a best-in-class technology experience. If you thrive at the intersection of strategy, operations, and execution, this is your seat.
We're building the technology platform that powers a growing portfolio of RIA firms. Each acquisition brings new systems, teams, and expectations. This role ensures the tech organization runs with discipline and clarity — so we can scale without losing speed, quality, or trust.
This role is based in Chicago, 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.
• Help shape the technology departmental strategy and identify and drive priority strategic initiatives.
• Run the technology team's operating cadence — meetings, reporting, planning cycles, and quarterly Rocks.
• Lead project management and oversight of quarterly Rocks and IT strategic initiatives.
• Own Technology's Key Reporting & Stakeholder Management Activities.
• Manage IT finance including budgeting, forecasting, and partner firm IT cost allocations.
• Oversee the MSP relationship — performance, escalations, and continuous improvement.
• Support management and operations of the cybersecurity program.
• Lead new partner firm onboarding to MSP, compliance technology, and core IT services.
• Own the RIA technology experience and Net Promoter Score — track, measure, and improve how partner firms experience our tech.
• Coordinate across product, engineering, and vendor partners to keep initiatives aligned and moving.
• Own work management and project delivery tooling — evaluate, implement, and optimize the tools the team runs on.
• Manage inventory of PC hardware and peripherals.
Experiences and Functional Skills Required
• 10–15 years in technology operations, IT strategy, or program management roles.
• Experience managing IT budgets, cost allocations, or vendor financials.
• Track record of managing MSP or vendor relationships.
• Familiarity with cybersecurity programs, compliance tech, or IT governance.
• Strong project management skills — comfortable owning Rocks, milestones, and cross-functional delivery.
• Experience in RIAs, roll ups or aggregators, wealth management, or multi-site environments.
Behaviors and Mindsets Required
• Managing Complexity: Navigates competing priorities and interdependencies without oversimplifying.
• Collaboration: Works productively across functions, levels, and perspectives to achieve outcomes that cannot be accomplished alone.
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.
💡 Quick Summary
Seeking a career-building opportunity? The Technology Strategy & Operations Director position is now open for candidates interested in the IT Engineer & Developer Jobs sector. This role in Chicago offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in IT Engineer & Developer Jobs is a plus.
