Skills
- AI Process Automation
- Process Optimization
- Business Process Mapping
- Cross-functional Partnership
- Impact Measurement
Job Description
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 inspanidual contributor role with broad cross-functional impact and high visibility.
This role is based in Chicago, with minimal travel.
ResponsibilitiesBelow 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
3 years of professional experience leading or championing AI or automation or process optimization initiatives with 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
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 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.