Aspen Standard Wealth · 1 month ago
Portfolio Company Chief Executive Officer
New York, New York, United States
Full-time
Onsite
Director/Executive
$150K/yr - $250K/yr
8+ years expAspen Standard Wealth is a rapidly scaling company focused on empowering RIA leaders and their businesses. They are seeking a Portfolio Company Chief Executive Officer to take full ownership of a partner firm, leading it through its next phase of growth by doubling the business organically within three years and professionalizing operations.
Financial Services
Responsibilities
Step decisively into the top leadership seat, transitioning the business from founder-led to professionally run
Assume full responsibility for the performance of the business, including revenue growth, profitability, operating discipline, and talent
Deliver 2x organic growth within three years, using a combination of pricing, sales execution, marketing, new client acquisition, and operational leverage
Build, manage, and improve a repeatable sales and growth engine with clear accountability
Develop and own a one-page strategic plan and operating budget aligned with Aspen’s underwriting assumptions and value creation model
Translate strategy into execution through clear priorities, KPIs, and operating cadence
Earn the trust of the founder and team through decisive leadership and early execution (first 90 days), enabling the Founder to fully step back from day-to-day operations
Qualification
Required
8+ years of direct people leadership in an operating business, including hiring, performance management, and team development
Ownership of a P&L or a material portion of a P&L, with direct accountability for revenue, costs, and outcomes
Personally executed revenue or growth initiatives (e.g., built or scaled a sales team, launched a new product or service, expanded into new markets)
Experience operating in lean, low-infrastructure environments without centralized corporate support
Bachelor's degree required; MBA strongly preferred unless candidate has demonstrated equivalent operating ownership
ACCOUNTABILITY / OWNERSHIP MINDSET – A belief that you are responsible for outcomes, impact, and follow-through—regardless of ambiguity, obstacles, or who 'should' own the problem
BUSINESS INSIGHTS: Understands how the business creates value and how decisions affect customers, economics and long-term outcomes
Preferred
MBA strongly preferred unless candidate has demonstrated equivalent operating ownership
Experience in wealth management, financial services, or adjacent regulated services strongly preferred
Benefits
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
Company
Aspen Standard Wealth
Aspen Standard Wealth is building a family of RIAs that empower leaders and their businesses to build long-term value and fulfillment.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase