We are seeking a collaborative and detail-oriented Portfolio Manager to join our Client Service Operations team. This role is responsible for the implementation, oversight, and ongoing management of client portfolios, working in close partnership with Wealth Managers and internal teams. This position plays a critical role in ensuring that portfolio strategies are executed accurately and efficiently, with a strong emphasis on operational excellence, risk management, and high-quality client outcomes. While this role does not have primary responsibility for investment strategy decisions, it requires a deep insight of portfolio construction and the ability to apply that knowledge in a practical, client-specific context. The ideal candidate brings strong investment knowledge, sound judgment, and a client-first mindset, along with the ability to manage complex workflows and operate effectively in a highly collaborative environment.
We are Aspiriant, a leading, independent, 100% employee-owned wealth management firm. Our core values guide us to seek out a broad range of perspectives, talent, and backgrounds to achieve our mission; one where all staff contribute to and share our success. We recognize, respect and value the contributions of each employee, and we strive to cultivate a work environment that strikes an agreeable balance between our professional and personal lives.
Collaborative and fun work environment where together, we achieve moreEnvironment supportive for learning and growing your careerContinuing education assistance program401(k) with company matchBonus programCompany contribution up to 95% for health insuranceHybrid work arrangementHow you will contribute:
Portfolio Construction & Strategy
Implement investment models within client portfolios based on guidance from Wealth ManagersPartner with Wealth Managers to assess existing client portfolios and recommend appropriate Aspiriant investment models and transition plansPrepare and maintain Investment Policy Statements (IPS) to facilitate client portfolio decisionsCoordinate with internal portfolio management colleagues to execute portfolio transitions and strategy updatesPortfolio Monitoring & Management
Work closely with Wealth Managers to evaluate portfolio positioning and determine appropriate actionsInitiate trade requests aligned with client needs and portfolio strategyEnsure accurate and timely implementation of model updates across client portfoliosMaintain high standards of accuracy, consistency, and documentation in portfolio management activitiesTrading Oversight & Approvals
Review and provide second-level approval for trades generated by the Portfolio Management trade proposal teamServe as a backup trade approver for Wealth Managers, Investment Advisors, and other Portfolio Managers as neededPartner with the Director of Portfolio Management to enhance trading oversight, resolve discrepancies, and strengthen risk management practicesIntegral member of the Portfolio Management team
Serve as a key contributor within the Portfolio Management team, actively facilitating day-to-day operations and broader team objectivesPartner closely with Director of Portfolio Management to drive strategic initiatives that enhance trading processes, optimize workflow efficiency, and maximize the value of trading technologyDesign and refine trading workflows to improve scalability, accuracy, and operational effectiveness across the platformBuild strong, strategic relationships across the Portfolio Management team, fostering a positive, team-oriented culture and contributing to overall team successIs this you?
An ideal candidate will be motivated by our mission to empower families to take control of their financial lives, live their values with clarity and peace of mind, and actualize their dreams. We seek out a wide range of talented team members who share our values and vision. We value intellectual intensity, collaboration, and compassion. A strategic partner once compared us to “a cocker spaniel.” We like the comparison. Our relationships with clients are professional first and foremost; they are also warm, passionate and genuine.
The attributes and talents that lead to success in the role are:
Knowledge & Technical Skills
Strong knowledge of portfolio construction, asset allocation, and investment strategyDeep familiarity with investment vehicles, including separately managed accounts, mutual funds, exchange-traded funds, and alternative investmentsWorking knowledge of entity structures such as trusts, partnerships, and LLCsAdvanced proficiency in Excel; experience with portfolio management and CRM systems (especially Black Diamond and Salesforce) is a plusProfessional Skills & Attributes
Strong analytical and critical thinking skills, with the ability to evaluate complex investment decisionsExcellent communication skills, with the ability to clearly convey information across a variety of audiencesHighly organized with the ability to manage multiple priorities and deadlinesDetail-oriented with a strong commitment to accuracy and qualityProactive team player who builds strong relationships across functionsSelf-motivated and capable of working independently in a dynamic environmentCommitted to delivering a high level of client service and supporting colleaguesPersonal Style
A COLLABORATOR who will mentor and help others on your teamGENUINELY care about serving and caring for other peopleExperience and Education
We will consider any combination of experience and education which provides the necessary knowledge, skills, and abilities to perform the job:
Bachelor’s degree in finance, economics, business, or a related field, or equivalent professional experienceMinimum of six (6) years of experience in investment management or financial servicesPrior experience working for an RIA firm is a plusPrior team leadership experience is a plusPhysical Demands and Work Environment:
Primarily sedentary work in an office with minimal distractions; walking throughout the office. Learn and memorize tasks; execute tasks independently; apply knowledge and use judgment to manage situations. Occasionally exert up to ten pounds of force to lift, carry, push, pull or otherwise move objects. Perform repetitive motions; substantial movements of the wrists, hands, and fingers for computer keyboard operation. Use near visual acuity to perform an activity such as preparing documents, operating a computer, and reading. Speak and hear to communicate with team members and clients by phone and in-person.
Aspiriant is committed to diversity, inclusion and belonging.
A diverse and inclusive culture is essential to providing the best to both our clients and our people. Including a variety of perspectives in all that we do is necessary for our innovation and growth. We envision a firm where our people see a community they belong to and an inspiring future…a firm where people can be themselves, learning is limitless, and everyone can thrive.
As an Equal Opportunity Employer that believes in and follows Fair Chance Ordinances, we are committed to employment practices that ensure that employees and applicants for employment are provided with equal opportunities without regard to race, color, national origin, ancestry, sex, age, religion, physical or mental disability, medical condition, veteran status, marital status, pregnancy, sexual orientation, gender identity, genetic information, or any other factor that is not related to the position.
www.aspiriant.com
Aspiriant is a Registered Investment Adviser, subject to SEC regulation, and requires all employees (and at times, family members) to disclose securities holding and transactions. There are also restrictions on trading certain securities. Candidates are encouraged to request further information regarding the
Read LessWe are seeking a collaborative and detail-oriented Portfolio Manager to join our Client Service Operations team. This role is responsible for the implementation, oversight, and ongoing management of client portfolios, working in close partnership with Wealth Managers and internal teams. This position plays a critical role in ensuring that portfolio strategies are executed accurately and efficiently, with a strong emphasis on operational excellence, risk management, and high-quality client outcomes. While this role does not have primary responsibility for investment strategy decisions, it requires a deep insight of portfolio construction and the ability to apply that knowledge in a practical, client-specific context. The ideal candidate brings strong investment knowledge, sound judgment, and a client-first mindset, along with the ability to manage complex workflows and operate effectively in a highly collaborative environment.
We are Aspiriant, a leading, independent, 100% employee-owned wealth management firm. Our core values guide us to seek out a broad range of perspectives, talent, and backgrounds to achieve our mission; one where all staff contribute to and share our success. We recognize, respect and value the contributions of each employee, and we strive to cultivate a work environment that strikes an agreeable balance between our professional and personal lives.
Collaborative and fun work environment where together, we achieve moreEnvironment supportive for learning and growing your careerContinuing education assistance program401(k) with company matchBonus programCompany contribution up to 95% for health insuranceHybrid work arrangementHow you will contribute:
Portfolio Construction & Strategy
Implement investment models within client portfolios based on guidance from Wealth ManagersPartner with Wealth Managers to assess existing client portfolios and recommend appropriate Aspiriant investment models and transition plansPrepare and maintain Investment Policy Statements (IPS) to facilitate client portfolio decisionsCoordinate with internal portfolio management colleagues to execute portfolio transitions and strategy updatesPortfolio Monitoring & Management
Work closely with Wealth Managers to evaluate portfolio positioning and determine appropriate actionsInitiate trade requests aligned with client needs and portfolio strategyEnsure accurate and timely implementation of model updates across client portfoliosMaintain high standards of accuracy, consistency, and documentation in portfolio management activitiesTrading Oversight & Approvals
Review and provide second-level approval for trades generated by the Portfolio Management trade proposal teamServe as a backup trade approver for Wealth Managers, Investment Advisors, and other Portfolio Managers as neededPartner with the Director of Portfolio Management to enhance trading oversight, resolve discrepancies, and strengthen risk management practicesIntegral member of the Portfolio Management team
Serve as a key contributor within the Portfolio Management team, actively facilitating day-to-day operations and broader team objectivesPartner closely with Director of Portfolio Management to drive strategic initiatives that enhance trading processes, optimize workflow efficiency, and maximize the value of trading technologyDesign and refine trading workflows to improve scalability, accuracy, and operational effectiveness across the platformBuild strong, strategic relationships across the Portfolio Management team, fostering a positive, team-oriented culture and contributing to overall team successIs this you?
An ideal candidate will be motivated by our mission to empower families to take control of their financial lives, live their values with clarity and peace of mind, and actualize their dreams. We seek out a wide range of talented team members who share our values and vision. We value intellectual intensity, collaboration, and compassion. A strategic partner once compared us to “a cocker spaniel.” We like the comparison. Our relationships with clients are professional first and foremost; they are also warm, passionate and genuine.
The attributes and talents that lead to success in the role are:
Knowledge & Technical Skills
Strong knowledge of portfolio construction, asset allocation, and investment strategyDeep familiarity with investment vehicles, including separately managed accounts, mutual funds, exchange-traded funds, and alternative investmentsWorking knowledge of entity structures such as trusts, partnerships, and LLCsAdvanced proficiency in Excel; experience with portfolio management and CRM systems (especially Black Diamond and Salesforce) is a plusProfessional Skills & Attributes
Strong analytical and critical thinking skills, with the ability to evaluate complex investment decisionsExcellent communication skills, with the ability to clearly convey information across a variety of audiencesHighly organized with the ability to manage multiple priorities and deadlinesDetail-oriented with a strong commitment to accuracy and qualityProactive team player who builds strong relationships across functionsSelf-motivated and capable of working independently in a dynamic environmentCommitted to delivering a high level of client service and supporting colleaguesPersonal Style
A COLLABORATOR who will mentor and help others on your teamGENUINELY care about serving and caring for other peopleExperience and Education
We will consider any combination of experience and education which provides the necessary knowledge, skills, and abilities to perform the job:
Bachelor’s degree in finance, economics, business, or a related field, or equivalent professional experienceMinimum of six (6) years of experience in investment management or financial servicesPrior experience working for an RIA firm is a plusPrior team leadership experience is a plusPhysical Demands and Work Environment:
Primarily sedentary work in an office with minimal distractions; walking throughout the office. Learn and memorize tasks; execute tasks independently; apply knowledge and use judgment to manage situations. Occasionally exert up to ten pounds of force to lift, carry, push, pull or otherwise move objects. Perform repetitive motions; substantial movements of the wrists, hands, and fingers for computer keyboard operation. Use near visual acuity to perform an activity such as preparing documents, operating a computer, and reading. Speak and hear to communicate with team members and clients by phone and in-person.
Aspiriant is committed to diversity, inclusion and belonging.
A diverse and inclusive culture is essential to providing the best to both our clients and our people. Including a variety of perspectives in all that we do is necessary for our innovation and growth. We envision a firm where our people see a community they belong to and an inspiring future…a firm where people can be themselves, learning is limitless, and everyone can thrive.
As an Equal Opportunity Employer that believes in and follows Fair Chance Ordinances, we are committed to employment practices that ensure that employees and applicants for employment are provided with equal opportunities without regard to race, color, national origin, ancestry, sex, age, religion, physical or mental disability, medical condition, veteran status, marital status, pregnancy, sexual orientation, gender identity, genetic information, or any other factor that is not related to the position.
www.aspiriant.com
Aspiriant is a Registered Investment Adviser, subject to SEC regulation, and requires all employees (and at times, family members) to disclose securities holding and transactions. There are also restrictions on trading certain securities. Candidates are encouraged to request further information regarding the
Read LessIn this support position, the Senior Associate assists the Wealth Management Managers and Directors with the services provided to clients such as the preparation of net worth statements and cash flows, and long-range financial projections. The Senior Associate applies knowledge, along with insight and experience, to client situations to assist with developing goal-powered strategies, optimizing resources, and assessing/balancing trade-offs among a range of choices.
We are Aspiriant, a leading, independent, 100% employee-owned wealth management firm. Our core values guide us to seek out a broad range of perspectives, talent, and backgrounds to achieve our mission; one where all staff contribute to and share our success. We recognize, respect and value the contributions of each employee, and we strive to cultivate a work environment that strikes an agreeable balance between our professional and personal lives.
Collaborative work environment where together we achieve moreEnvironment supportive of learning and growing your careerContinuing education assistance program401(k) with company matchBonus programCompany contribution up to 95% for health insuranceHybrid work arrangementHow you will contribute:
Help gather financial information and prepare net worth, cash flow, investment planning and investment policy statements, and other tools for use in wealth planning engagements.Prepare and review long-term cash flow based on personal financial goals, current financial data, tax rates, inflation rates, and investment assumptions. Prepare various scenarios to assist clients with gaining peace of mind around their financial planning. Prepare and review initial drafts of meeting agendas, PowerPoint presentations, and email messages. Initiate and answer emails and phone calls (to/from clients and their other advisors) in a thorough and timely manner.Proactively recognize client issues, propose solutions, and add insight to analysis.Participate in client meetings and present content to clients.Take notes and provide summary of meetings for clients. Additionally, monitor action items from meetings and coordinate with appropriate departments.Actively participate in weekly firm-wide and client-specific strategy meetings and continuing education discussions.Participate in the continued process engineering of Aspiriant, developing solutions to identified issues as well as proposing new ways of working efficiently and effectively.Become proficient in financial planning software and CRM to update client information and onboard new clients.Support our business development efforts with COIs and COI groups, including attending events, planning social activities around the events, and helping to brand Aspiriant to COIs and COI groups.Participate in the business plan, which includes attending Aspiriant-sponsored activities and events as well as assisting with the coordination of events and activities that involve gathering of COIs and prospective COIs.Partner with managers and directors to reach business development goals.Other duties as assigned.Is this you?
An ideal candidate will be motivated by our mission to empower families to take control of their financial lives, live their values with clarity and peace of mind, and actualize their dreams. We seek out a wide range of talented team members who share our values and vision. We value intellectual intensity, collaboration, and compassion. A strategic partner once compared us to “a cocker spaniel.” We like the comparison. Our relationships with clients are professional first and foremost, they are also warm, passionate and genuine.
The attributes and talents that lead to success in the role are:
Knowledge:
Strong knowledge of personal financial planning such as retirement planning, employee benefits, insurance, investment vehicles, asset allocation, estate planning techniques, income taxation, and executive compensation.Solid investment background and comfortable advising clients on portfolio optimization. Proficiency in Microsoft Suite (Excel, Word, Outlook) required. PowerPoint helpful.Familiarity with managing investments, including concepts of portfolio design and diversification.Skills:
OUTSTANDING communication skills – both written and verbal. Demonstrates poise, presence, confidence, and fluency, inspiring the confidence of peers and clients and developing productive client relationships.Takes ownership of all aspects of the client engagement (anticipation of issues, strategy development, meeting prep, follow-up, execution).Fluently presents financial planning materials and other financial planning concepts to clients and comfortably addresses most ad hoc questions related to client situations.Abilities:
EXTREMELY meticulous – must have proven ability to juggle multiple priorities.Impeccable ability to maintain privacy.MUST be a self-starting person who takes accountability for his/her work and diligently sees projects through to successful conclusion while maintaining a high level of communication with team members.A collaborator who will thrive in a fast-paced environment.Ability to effectively report to several professionals (each of whom has a unique work style) on a large variety of tasks and manage priorities amid an occasionally heavy volume of work.Passion for business development and interest in gaining business development skillsExperience and Education:
We will consider any combination of experience and education which provides the necessary knowledge, skills, and abilities to perform the job. A typical way to acquire the requirements would be:
Bachelor’s degree required. Degree in financial planning, accounting, finance, law, economics, and/or significant experience in a related field preferred. Professional certification (CFP®, CIMA®, CFA®) strongly preferred.3-5 years of experience serving wealth management clients, preferably directing them through a long-range capital sufficiency process, and advising on portfolio decisions.Physical Demands and Work Environment:
Primarily sedentary work in an office with minimal distractions; walking throughout the office. Learn and memorize tasks; execute tasks independently; apply knowledge and use judgment to manage situations. Occasionally exert up to ten pounds of force to lift, carry, push, pull or otherwise move objects. Perform repetitive motions; substantial movements of the wrists, hands, and fingers for computer keyboard operation. Use near visual acuity to perform an activity such as preparing documents, operating a computer, and reading. Speak and hear to communicate with team members and clients by phone and in-person.
Aspiriant is committed to diversity, inclusion and belonging.
A diverse and inclusive culture is essential to providing the best to both our clients and our people. Including a variety of perspectives in all that we do is necessary for our innovation and growth. We envision a firm where our people see a community they belong to and an inspiring future…a firm where people can be themselves, learning is limitless, and everyone can thrive.
As an Equal Opportunity Employer that believes in and follows Fair Chance Ordinances, we are committed to employment practices that ensure that employees and applicants for employment are provided with equal opportunities without regard to race, color, national origin, ancestry, sex, age, religion, physical or mental disability, medical condition, veteran status, marital status, pregnancy, sexual orientation, gender identity, genetic information, or any other factor that is not related to the position.
www.aspiriant.com
Aspiriant is a Registered Investment Adviser, subject to SEC regulation, and requires all employees (and at times, family members) to disclose securities holding and transactions. There are also restrictions on trading certain securities. Candidates are encouraged to request further information regarding these policies.
Read LessThe Chief Financial Officer (CFO) is a senior executive responsible for the firm’s financial stewardship, operational integrity, and long-term financial strategy. This role combines strategic financial leadership with hands-on operational management, ensuring the firm and its investment products operate efficiently, compliantly, and in alignment with fiduciary obligations.
The CFO will serve as a key partner to the CEO, Executive Team, and Board of Directors, partnering on strategic management of the firm, including annual and long-term planning, organic and inorganic growth goals and programs, compensation and benefit plan implementation, firm ownership transactions, and risk management.
We are Aspiriant, a leading, independent, 100% employee-owned wealth management firm. Our core values guide us to seek out a broad range of perspectives, talent, and backgrounds to achieve our mission; one where all staff contribute to and share our success. We recognize, respect and value the contributions of each employee, and we strive to cultivate a work environment that strikes an agreeable balance between our professional and personal lives.
Collaborative work environment – Together, We Achieve MorePartnership Opportunity401(k) with company matchBonus programCompany contribution up to 95% for health insuranceHybrid work arrangementHow you will contribute:
Direct all financial activities of the firm, including cash management, accounting, real estate insurance, accounts receivable, and vendor management.Lead enterprise-wide strategic planning, including multi-year financial modeling, profitability optimization, workforce planning, and investment strategies aligned to business expansion objectives.Collaborate regularly with executive leadership to grow assets, revenue, and EBITDA, and deliver a scalable, profitable operating model in both up- and down-market scenarios.Deliver board-level financial reporting, scenario analysis, and strategic decision frameworks, enhancing governance and financial discipline. Manage certain shareholder financial communications, and long-term financial positioning.Function as financial lead for M&A strategy, driving target identification, valuation, financial negotiations, due diligence, transaction structuring, and post-merger integration.Provide oversight of Aspiriant’s mutual fund investment vehicles.Lead the firm’s real estate activities, including lease management, office moves, and remodeling across the firm’s portfolio of offices.Manage important banking relationships for the firm, covering deposit accounts, credit lines and long term borrowing facilities to support strategic growth, and balance sheet optimization.Lead the Investor Relations function, providing key information and reporting in support of 90+ partner owners, and oversee all entity distributions and investor share transactions.Lead risk management for the firm, overseeing audit, tax, treasury, compliance, and controllership functions.Promote robust internal control environments, strengthening governance, risk management, and audit readiness.Partner closely with external auditors, legal counsel, and advisers to ensure flawless execution of regulatory obligations.Is this you?
An ideal candidate will be motivated by our mission to empower families to take control of their financial lives, live their values with clarity and peace of mind, and actualize their dreams. We seek out a wide range of talented team members who share our values and vision. We value intellectual intensity, collaboration and compassion. A strategic partner once compared us to “a cocker spaniel”. We like the comparison. Our relationships with clients are professional first and foremost. They’re also warm, passionate and genuine.
The attributes and talents that lead to success in the role are:
Physical Demands and Work Environment:
Primarily sedentary work in an office with minimal distractions; walking throughout the office. Learn and memorize tasks; execute tasks independently; apply knowledge and use judgment to handle situations. Occasionally exert up to 10 pounds of force to lift, carry, push, pull or otherwise move objects. Perform repetitive motions; substantial movements of the wrists, hands, and fingers for computer keyboard operation. Use near visual acuity to perform an activity such as preparing documents, operating a computer, and reading. Speak and hear to communicate with team members and clients by phone and in-person.
Aspiriant is committed to diversity, inclusion and belonging.
A diverse and inclusive culture is essential to providing the best to both our clients and our people. Including a variety of perspectives in all that we do is necessary for our innovation and growth. We envision a firm where our people see a community they belong to and an inspiring future…a firm where people can be themselves, learning is limitless, and everyone can thrive.
As an Equal Opportunity Employer that believes in and follows Fair Chance Ordinances, we are committed to employment practices that ensure that employees and applicants for employment are provided with equal opportunities without regard to race, color, national origin, ancestry, sex, age, religion, physical or mental disability, medical condition, veteran status, marital status, pregnancy, sexual orientation, gender identity, genetic information, or any other factor that is not related to the position.
www.aspiriant.com
Aspiriant is a Registered Investment Adviser, subject to SEC regulation, and requires all employees (and at times, family members) to disclose securities holding and transactions. There are also restrictions on trading certain securities. Candidates are encouraged to request further information regarding these policies.
Read LessThe Chief Financial Officer (CFO) is a senior executive responsible for the firm’s financial stewardship, operational integrity, and long-term financial strategy. This role combines strategic financial leadership with hands-on operational management, ensuring the firm and its investment products operate efficiently, compliantly, and in alignment with fiduciary obligations.
The CFO will serve as a key partner to the CEO, Executive Team, and Board of Directors, partnering on strategic management of the firm, including annual and long-term planning, organic and inorganic growth goals and programs, compensation and benefit plan implementation, firm ownership transactions, and risk management.
We are Aspiriant, a leading, independent, 100% employee-owned wealth management firm. Our core values guide us to seek out a broad range of perspectives, talent, and backgrounds to achieve our mission; one where all staff contribute to and share our success. We recognize, respect and value the contributions of each employee, and we strive to cultivate a work environment that strikes an agreeable balance between our professional and personal lives.
Collaborative work environment – Together, We Achieve MorePartnership Opportunity401(k) with company matchBonus programCompany contribution up to 95% for health insuranceHybrid work arrangementHow you will contribute:
Direct all financial activities of the firm, including cash management, accounting, real estate insurance, accounts receivable, and vendor management.Lead enterprise-wide strategic planning, including multi-year financial modeling, profitability optimization, workforce planning, and investment strategies aligned to business expansion objectives.Collaborate regularly with executive leadership to grow assets, revenue, and EBITDA, and deliver a scalable, profitable operating model in both up- and down-market scenarios.Deliver board-level financial reporting, scenario analysis, and strategic decision frameworks, enhancing governance and financial discipline. Manage certain shareholder financial communications, and long-term financial positioning.Function as financial lead for M&A strategy, driving target identification, valuation, financial negotiations, due diligence, transaction structuring, and post-merger integration.Provide oversight of Aspiriant’s mutual fund investment vehicles.Lead the firm’s real estate activities, including lease management, office moves, and remodeling across the firm’s portfolio of offices.Manage important banking relationships for the firm, covering deposit accounts, credit lines and long term borrowing facilities to support strategic growth, and balance sheet optimization.Lead the Investor Relations function, providing key information and reporting in support of 90+ partner owners, and oversee all entity distributions and investor share transactions.Lead risk management for the firm, overseeing audit, tax, treasury, compliance, and controllership functions.Promote robust internal control environments, strengthening governance, risk management, and audit readiness.Partner closely with external auditors, legal counsel, and advisers to ensure flawless execution of regulatory obligations.Is this you?
An ideal candidate will be motivated by our mission to empower families to take control of their financial lives, live their values with clarity and peace of mind, and actualize their dreams. We seek out a wide range of talented team members who share our values and vision. We value intellectual intensity, collaboration and compassion. A strategic partner once compared us to “a cocker spaniel”. We like the comparison. Our relationships with clients are professional first and foremost. They’re also warm, passionate and genuine.
The attributes and talents that lead to success in the role are:
Physical Demands and Work Environment:
Primarily sedentary work in an office with minimal distractions; walking throughout the office. Learn and memorize tasks; execute tasks independently; apply knowledge and use judgment to handle situations. Occasionally exert up to 10 pounds of force to lift, carry, push, pull or otherwise move objects. Perform repetitive motions; substantial movements of the wrists, hands, and fingers for computer keyboard operation. Use near visual acuity to perform an activity such as preparing documents, operating a computer, and reading. Speak and hear to communicate with team members and clients by phone and in-person.
Aspiriant is committed to diversity, inclusion and belonging.
A diverse and inclusive culture is essential to providing the best to both our clients and our people. Including a variety of perspectives in all that we do is necessary for our innovation and growth. We envision a firm where our people see a community they belong to and an inspiring future…a firm where people can be themselves, learning is limitless, and everyone can thrive.
As an Equal Opportunity Employer that believes in and follows Fair Chance Ordinances, we are committed to employment practices that ensure that employees and applicants for employment are provided with equal opportunities without regard to race, color, national origin, ancestry, sex, age, religion, physical or mental disability, medical condition, veteran status, marital status, pregnancy, sexual orientation, gender identity, genetic information, or any other factor that is not related to the position.
www.aspiriant.com
Aspiriant is a Registered Investment Adviser, subject to SEC regulation, and requires all employees (and at times, family members) to disclose securities holding and transactions. There are also restrictions on trading certain securities. Candidates are encouraged to request further information regarding these policies.
Read LessThe Chief Financial Officer (CFO) is a senior executive responsible for the firm’s financial stewardship, operational integrity, and long-term financial strategy. This role combines strategic financial leadership with hands-on operational management, ensuring the firm and its investment products operate efficiently, compliantly, and in alignment with fiduciary obligations.
The CFO will serve as a key partner to the CEO, Executive Team, and Board of Directors, partnering on strategic management of the firm, including annual and long-term planning, organic and inorganic growth goals and programs, compensation and benefit plan implementation, firm ownership transactions, and risk management.
We are Aspiriant, a leading, independent, 100% employee-owned wealth management firm. Our core values guide us to seek out a broad range of perspectives, talent, and backgrounds to achieve our mission; one where all staff contribute to and share our success. We recognize, respect and value the contributions of each employee, and we strive to cultivate a work environment that strikes an agreeable balance between our professional and personal lives.
Collaborative work environment – Together, We Achieve MorePartnership Opportunity401(k) with company matchBonus programCompany contribution up to 95% for health insuranceHybrid work arrangementHow you will contribute:
Direct all financial activities of the firm, including cash management, accounting, real estate insurance, accounts receivable, and vendor management.Lead enterprise-wide strategic planning, including multi-year financial modeling, profitability optimization, workforce planning, and investment strategies aligned to business expansion objectives.Collaborate regularly with executive leadership to grow assets, revenue, and EBITDA, and deliver a scalable, profitable operating model in both up- and down-market scenarios.Deliver board-level financial reporting, scenario analysis, and strategic decision frameworks, enhancing governance and financial discipline. Manage certain shareholder financial communications, and long-term financial positioning.Function as financial lead for M&A strategy, driving target identification, valuation, financial negotiations, due diligence, transaction structuring, and post-merger integration.Provide oversight of Aspiriant’s mutual fund investment vehicles.Lead the firm’s real estate activities, including lease management, office moves, and remodeling across the firm’s portfolio of offices.Manage important banking relationships for the firm, covering deposit accounts, credit lines and long term borrowing facilities to support strategic growth, and balance sheet optimization.Lead the Investor Relations function, providing key information and reporting in support of 90+ partner owners, and oversee all entity distributions and investor share transactions.Lead risk management for the firm, overseeing audit, tax, treasury, compliance, and controllership functions.Promote robust internal control environments, strengthening governance, risk management, and audit readiness.Partner closely with external auditors, legal counsel, and advisers to ensure flawless execution of regulatory obligations.Is this you?
An ideal candidate will be motivated by our mission to empower families to take control of their financial lives, live their values with clarity and peace of mind, and actualize their dreams. We seek out a wide range of talented team members who share our values and vision. We value intellectual intensity, collaboration and compassion. A strategic partner once compared us to “a cocker spaniel”. We like the comparison. Our relationships with clients are professional first and foremost. They’re also warm, passionate and genuine.
The attributes and talents that lead to success in the role are:
Physical Demands and Work Environment:
Primarily sedentary work in an office with minimal distractions; walking throughout the office. Learn and memorize tasks; execute tasks independently; apply knowledge and use judgment to handle situations. Occasionally exert up to 10 pounds of force to lift, carry, push, pull or otherwise move objects. Perform repetitive motions; substantial movements of the wrists, hands, and fingers for computer keyboard operation. Use near visual acuity to perform an activity such as preparing documents, operating a computer, and reading. Speak and hear to communicate with team members and clients by phone and in-person.
Aspiriant is committed to diversity, inclusion and belonging.
A diverse and inclusive culture is essential to providing the best to both our clients and our people. Including a variety of perspectives in all that we do is necessary for our innovation and growth. We envision a firm where our people see a community they belong to and an inspiring future…a firm where people can be themselves, learning is limitless, and everyone can thrive.
As an Equal Opportunity Employer that believes in and follows Fair Chance Ordinances, we are committed to employment practices that ensure that employees and applicants for employment are provided with equal opportunities without regard to race, color, national origin, ancestry, sex, age, religion, physical or mental disability, medical condition, veteran status, marital status, pregnancy, sexual orientation, gender identity, genetic information, or any other factor that is not related to the position.
www.aspiriant.com
Aspiriant is a Registered Investment Adviser, subject to SEC regulation, and requires all employees (and at times, family members) to disclose securities holding and transactions. There are also restrictions on trading certain securities. Candidates are encouraged to request further information regarding these policies.
Read LessThe Chief Financial Officer (CFO) is a senior executive responsible for the firm’s financial stewardship, operational integrity, and long-term financial strategy. This role combines strategic financial leadership with hands-on operational management, ensuring the firm and its investment products operate efficiently, compliantly, and in alignment with fiduciary obligations.
The CFO will serve as a key partner to the CEO, Executive Team, and Board of Directors, partnering on strategic management of the firm, including annual and long-term planning, organic and inorganic growth goals and programs, compensation and benefit plan implementation, firm ownership transactions, and risk management.
We are Aspiriant, a leading, independent, 100% employee-owned wealth management firm. Our core values guide us to seek out a broad range of perspectives, talent, and backgrounds to achieve our mission; one where all staff contribute to and share our success. We recognize, respect and value the contributions of each employee, and we strive to cultivate a work environment that strikes an agreeable balance between our professional and personal lives.
Collaborative work environment – Together, We Achieve MorePartnership Opportunity401(k) with company matchBonus programCompany contribution up to 95% for health insuranceHybrid work arrangementHow you will contribute:
Direct all financial activities of the firm, including cash management, accounting, real estate insurance, accounts receivable, and vendor management.Lead enterprise-wide strategic planning, including multi-year financial modeling, profitability optimization, workforce planning, and investment strategies aligned to business expansion objectives.Collaborate regularly with executive leadership to grow assets, revenue, and EBITDA, and deliver a scalable, profitable operating model in both up- and down-market scenarios.Deliver board-level financial reporting, scenario analysis, and strategic decision frameworks, enhancing governance and financial discipline. Manage certain shareholder financial communications, and long-term financial positioning.Function as financial lead for M&A strategy, driving target identification, valuation, financial negotiations, due diligence, transaction structuring, and post-merger integration.Provide oversight of Aspiriant’s mutual fund investment vehicles.Lead the firm’s real estate activities, including lease management, office moves, and remodeling across the firm’s portfolio of offices.Manage important banking relationships for the firm, covering deposit accounts, credit lines and long term borrowing facilities to support strategic growth, and balance sheet optimization.Lead the Investor Relations function, providing key information and reporting in support of 90+ partner owners, and oversee all entity distributions and investor share transactions.Lead risk management for the firm, overseeing audit, tax, treasury, compliance, and controllership functions.Promote robust internal control environments, strengthening governance, risk management, and audit readiness.Partner closely with external auditors, legal counsel, and advisers to ensure flawless execution of regulatory obligations.Is this you?
An ideal candidate will be motivated by our mission to empower families to take control of their financial lives, live their values with clarity and peace of mind, and actualize their dreams. We seek out a wide range of talented team members who share our values and vision. We value intellectual intensity, collaboration and compassion. A strategic partner once compared us to “a cocker spaniel”. We like the comparison. Our relationships with clients are professional first and foremost. They’re also warm, passionate and genuine.
The attributes and talents that lead to success in the role are:
Physical Demands and Work Environment:
Primarily sedentary work in an office with minimal distractions; walking throughout the office. Learn and memorize tasks; execute tasks independently; apply knowledge and use judgment to handle situations. Occasionally exert up to 10 pounds of force to lift, carry, push, pull or otherwise move objects. Perform repetitive motions; substantial movements of the wrists, hands, and fingers for computer keyboard operation. Use near visual acuity to perform an activity such as preparing documents, operating a computer, and reading. Speak and hear to communicate with team members and clients by phone and in-person.
Aspiriant is committed to diversity, inclusion and belonging.
A diverse and inclusive culture is essential to providing the best to both our clients and our people. Including a variety of perspectives in all that we do is necessary for our innovation and growth. We envision a firm where our people see a community they belong to and an inspiring future…a firm where people can be themselves, learning is limitless, and everyone can thrive.
As an Equal Opportunity Employer that believes in and follows Fair Chance Ordinances, we are committed to employment practices that ensure that employees and applicants for employment are provided with equal opportunities without regard to race, color, national origin, ancestry, sex, age, religion, physical or mental disability, medical condition, veteran status, marital status, pregnancy, sexual orientation, gender identity, genetic information, or any other factor that is not related to the position.
www.aspiriant.com
Aspiriant is a Registered Investment Adviser, subject to SEC regulation, and requires all employees (and at times, family members) to disclose securities holding and transactions. There are also restrictions on trading certain securities. Candidates are encouraged to request further information regarding these policies.
Read LessThe Chief Financial Officer (CFO) is a senior executive responsible for the firm’s financial stewardship, operational integrity, and long-term financial strategy. This role combines strategic financial leadership with hands-on operational management, ensuring the firm and its investment products operate efficiently, compliantly, and in alignment with fiduciary obligations.
The CFO will serve as a key partner to the CEO, Executive Team, and Board of Directors, partnering on strategic management of the firm, including annual and long-term planning, organic and inorganic growth goals and programs, compensation and benefit plan implementation, firm ownership transactions, and risk management.
We are Aspiriant, a leading, independent, 100% employee-owned wealth management firm. Our core values guide us to seek out a broad range of perspectives, talent, and backgrounds to achieve our mission; one where all staff contribute to and share our success. We recognize, respect and value the contributions of each employee, and we strive to cultivate a work environment that strikes an agreeable balance between our professional and personal lives.
Collaborative work environment – Together, We Achieve MorePartnership Opportunity401(k) with company matchBonus programCompany contribution up to 95% for health insuranceHybrid work arrangementHow you will contribute:
Direct all financial activities of the firm, including cash management, accounting, real estate insurance, accounts receivable, and vendor management.Lead enterprise-wide strategic planning, including multi-year financial modeling, profitability optimization, workforce planning, and investment strategies aligned to business expansion objectives.Collaborate regularly with executive leadership to grow assets, revenue, and EBITDA, and deliver a scalable, profitable operating model in both up- and down-market scenarios.Deliver board-level financial reporting, scenario analysis, and strategic decision frameworks, enhancing governance and financial discipline. Manage certain shareholder financial communications, and long-term financial positioning.Function as financial lead for M&A strategy, driving target identification, valuation, financial negotiations, due diligence, transaction structuring, and post-merger integration.Provide oversight of Aspiriant’s mutual fund investment vehicles.Lead the firm’s real estate activities, including lease management, office moves, and remodeling across the firm’s portfolio of offices.Manage important banking relationships for the firm, covering deposit accounts, credit lines and long term borrowing facilities to support strategic growth, and balance sheet optimization.Lead the Investor Relations function, providing key information and reporting in support of 90+ partner owners, and oversee all entity distributions and investor share transactions.Lead risk management for the firm, overseeing audit, tax, treasury, compliance, and controllership functions.Promote robust internal control environments, strengthening governance, risk management, and audit readiness.Partner closely with external auditors, legal counsel, and advisers to ensure flawless execution of regulatory obligations.Is this you?
An ideal candidate will be motivated by our mission to empower families to take control of their financial lives, live their values with clarity and peace of mind, and actualize their dreams. We seek out a wide range of talented team members who share our values and vision. We value intellectual intensity, collaboration and compassion. A strategic partner once compared us to “a cocker spaniel”. We like the comparison. Our relationships with clients are professional first and foremost. They’re also warm, passionate and genuine.
The attributes and talents that lead to success in the role are:
Physical Demands and Work Environment:
Primarily sedentary work in an office with minimal distractions; walking throughout the office. Learn and memorize tasks; execute tasks independently; apply knowledge and use judgment to handle situations. Occasionally exert up to 10 pounds of force to lift, carry, push, pull or otherwise move objects. Perform repetitive motions; substantial movements of the wrists, hands, and fingers for computer keyboard operation. Use near visual acuity to perform an activity such as preparing documents, operating a computer, and reading. Speak and hear to communicate with team members and clients by phone and in-person.
Aspiriant is committed to diversity, inclusion and belonging.
A diverse and inclusive culture is essential to providing the best to both our clients and our people. Including a variety of perspectives in all that we do is necessary for our innovation and growth. We envision a firm where our people see a community they belong to and an inspiring future…a firm where people can be themselves, learning is limitless, and everyone can thrive.
As an Equal Opportunity Employer that believes in and follows Fair Chance Ordinances, we are committed to employment practices that ensure that employees and applicants for employment are provided with equal opportunities without regard to race, color, national origin, ancestry, sex, age, religion, physical or mental disability, medical condition, veteran status, marital status, pregnancy, sexual orientation, gender identity, genetic information, or any other factor that is not related to the position.
www.aspiriant.com
Aspiriant is a Registered Investment Adviser, subject to SEC regulation, and requires all employees (and at times, family members) to disclose securities holding and transactions. There are also restrictions on trading certain securities. Candidates are encouraged to request further information regarding these policies.
Read LessWe are always looking to add STAR client service professionals to our dynamic and growing Client Service Operations Team as a Portfolio Administrator. The Portfolio Administrator works directly with our Wealth Managers in implementing and maintaining client portfolios and answering client needs and requests.
This position has significant direct contact with our clients and requires superb and highly polished client service skills. (So, if excellent client service is your thing – this may be the job for you!)
We are Aspiriant, a leading, independent, 100% employee-owned wealth management firm. Our core values guide us to seek out a broad range of perspectives, talent, and backgrounds to achieve our mission; one where all staff contribute to and share our success. We recognize, respect and value the contributions of each employee, and we strive to cultivate a work environment that strikes an agreeable balance between our professional and personal lives.
Collaborative and fun work environment where together, we achieve moreEnvironment supportive to learning and growing your careerContinuing education assistance program401(k) with company matchBonus programCompany contribution up to 95% for health insuranceHybrid work arrangementHow you will contribute:
Answer a high volume of requests from clients and Wealth Managers in a timely and professional mannerBe part of a team of 3-5 people monitoring a joint email inbox and Business Process workflow queue throughout the dayBe part of client service teams helping our Ultra High New Worth (UHNW) clients with complex portfolio needsShow initiative and take ownership of each task from start to finishCommunicate effectively in a positive manner to your teammates in person, through instant messaging, and emails throughout the dayEstablish appropriate accounts for new and existing clients and process account/asset transfers from various custodiansAssist in general client account maintenance such as cash needs, address changes, and adding additional account featuresGenerate and review quarterly performance reports, tax reports, and investment management fee bills, ensuring timely processing of eachBuild and maintain relationships with clients and Wealth Managers across the firmTrouble shoot and use your skills to problem solve complex issues internally and with custodiansBecome a subject matter expert on Client Service Operations policies and proceduresParticipate in the continued growth planning and process engineering of Aspiriant, developing solutions to identified issues as well as proposing new ways of working efficiently and effectivelyMaintain client documents and records in accordance with compliance policies including filing hardcopies and/or scanning of documentsOther duties as assignedIs this you?
An ideal candidate will be motivated by our mission to empower families to take control of their financial lives, live their values with clarity and peace of mind, and actualize their dreams. We seek out a wide range of talented team members who share our values and vision. We value intellectual intensity, collaboration, and compassion. A strategic partner once compared us to “a cocker spaniel.” We like the comparison. Our relationships with clients are professional first and foremost; they are also warm, passionate and genuine.
The attributes and talents that lead to success in the role are:
Knowledge:
A PRO in Word and Excel. (If you have knowledge of and/or experience with Black Diamond, Salesforce – we’ll like you even more!)Skills:
An EXCELLENT communicator (you can write, you can talk, you can make your needs, and the needs of our client understood clearly and professionally) HIGHLY organized and can take on multiple tasks at the same timeEXTREMELY meticulous, with a high degree of accuracy (you LIVE for the details!)Abilities:
A COLLABORATOR who will mentor and help others on your teamGENUINELY care about serving and caring for other peopleExperience and Education:
We will consider any combination of experience and education which provides the necessary knowledge, skills, and abilities to perform the job. A typical way to acquire the requirements would be:
Bachelor’s degree or equivalent experience in business, accounting, finance, economics, or related fieldMinimum of 5 years of experience in client service; financial services or an investment management firm a plusTeam lead or people management experience a plusSingle and Multi-Family Office Experience is preferredExperience with Private Investments is preferredPhysical Demands and Work Environment:
Primarily sedentary work in an office with minimal distractions; walking throughout the office. Learn and memorize tasks; execute tasks independently; apply knowledge and use judgment to manage situations. Occasionally exert up to 10 pounds of force to lift, carry, push, pull or otherwise move objects. Perform repetitive motions; substantial movements of the wrists, hands, and fingers for computer keyboard operation. Use near visual acuity to perform an activity such as preparing documents, operating a computer, and reading. Speak and hear to communicate with team members and clients by phone and in-person.
Aspiriant is committed to diversity, inclusion and belonging.
A diverse and inclusive culture is essential to providing the best to both our clients and our people. Including a variety of perspectives in all that we do is necessary for our innovation and growth. We envision a firm where our people see a community they belong to and an inspiring future…a firm where people can be themselves, learning is limitless, and everyone can thrive.
As an Equal Opportunity Employer that believes in and follows Fair Chance Ordinances, we are committed to employment practices that ensure that employees and applicants for employment are provided with equal opportunities without regard to race, color, national origin, ancestry, sex, age, religion, physical or mental disability, medical condition, veteran status, marital status, pregnancy, sexual orientation, gender identity, genetic information, or any other factor that is not related to the position.
www.aspiriant.com
Aspiriant is a Registered Investment Adviser, subject to SEC regulation, and requires all employees (and at times, family members) to disclose securities holding and transactions. There are also restrictions on trading certain securities. Candidates are encouraged to request further information regarding these policies.
Read LessWe are looking for a driven, service-minded accounting professional who takes pride in helping families manage the financial complexities of their lives. The ideal candidate combines technical accounting skills with a strong sense of ownership, unwavering integrity, and a desire to build trusted relationships with clients and colleagues. This role is ideal for someone who enjoys solving problems, continuously improving, and growing into greater responsibility over time.
You'll work closely with experienced professionals, gain valuable expertise, and advance your career in a supportive and stimulating environment. This is an opportunity to join a growing department and immediately impact the department’s success.
We are Aspiriant, a leading, independent, 100% employee-owned wealth management firm. Our core values guide us to seek out a broad range of perspectives, talent, and backgrounds to achieve our mission, one where all staff contribute to and share in our success. We recognize, respect, and value the contributions of each employee, and we strive to cultivate a work environment that strikes an agreeable balance between our professional and personal lives.
Team-led work environment – Together, We Achieve MoreAn environment leading to learning and growing your careerContinuing education assistance program401(k) with company matchBonus programCompany contribution up to 95% for health insuranceHybrid work arrangementHow you will contribute:
Lead and manage client relationships with internal teams and external clientsBe in charge of accounts payable and accounts receivable for multiple clientsHandle the accounting at month-end for multiple clients:Reconcile bank, brokerage, and credit card statementsPost monthly, quarterly, and annual journal entriesPrepare financial and cash flow statementsPrepare budgets and comparison of actual to budget reportsEnsure transactions are documented and analyzed according to compliance requirementsSupervise client-vendor management, including issues and disputesManage new bank account documentsIn charge of filing 1099sMaintain thorough client data filesPerform other accounting and finance duties as assignedIs this you?
An ideal candidate will be motivated by our mission to empower families to take control of their financial lives, live their values with clarity and peace of mind, and actualize their dreams. We seek out a wide range of talented team members who join in our values and vision. We value intellectual intensity, collaboration, and consideration. A strategic partner once compared us to “a cocker spaniel.” We like the comparison. Our relationships with clients are professional first and foremost. They are also sociable, passionate, and genuine.
The attributes and talents that foster success in the role are:
Knowledge:
Someone who understands accounting and has experience with the month-end process.High Proficiency in Word and Excel, experience with AgilLink/Datafaction, QuickBooks Online, and Xero preferred but not necessarySkills & Attributes
Demonstrates persistence in finding solutions and overcoming obstaclesBuild trust through consistency, discretion, and follow-throughApproaches client service with empathy and professionalismTakes ownership without waiting to be askedDemonstrates intellectual curiosity and a desire to learnExcellent oral and written communication skills within a diverse office environmentExcellent personal and professional referencesAbility to work independently and provide follow-up with the teamAbility to consistently meet deadlinesAbility to set priorities among a variety of tasksExperience and Education:
We will consider any combination of experience and education that provides the necessary knowledge, skills, and abilities to perform the job. A typical way to acquire the requirements would be:
Someone working toward the CPA or CFP2 - 4 years of professional experience in an accounting or business management environment is preferredBachelor’s degree in accounting, finance, economics, or a related fieldPhysical Demands and Work Environment:
Primarily sedentary work in an office with minimal distractions, and walking throughout the office. Learn and memorize tasks; execute tasks independently; apply knowledge and use judgment to handle situations. Occasionally exert up to ten pounds of force to lift, carry, push, pull or otherwise move objects. Perform repetitive motions; substantial movements of the wrists, hands, and fingers for computer keyboard operation. Use near visual acuity to perform an activity such as preparing documents, operating a computer, and reading. Speak and hear to communicate with team members and clients by phone and in person.
Aspiriant is committed to diversity, inclusion, and belonging.
A diverse and inclusive culture is essential to providing the best to both our clients and our people. Including a variety of perspectives in all that we do is necessary for our innovation and growth. We envision a firm where our people see a community they belong to and an inspiring future…a firm where people can be themselves, learning is limitless, and everyone can thrive.
As an Equal Opportunity Employer that believes in and follows Fair Chance Ordinances, we are committed to employment practices that ensure that employees and applicants for employment are provided with equal opportunities without regard to race, color, national origin, ancestry, sex, age, religion, physical or mental disability, medical condition, veteran status, marital status, pregnancy, sexual orientation, gender identity, genetic information, or any other factor that is not related to the position.
www.aspiriant.com
Aspiriant is a Registered Investment Adviser, subject to SEC regulation, and requires all employees (and at times, family members) to disclose securities holding and transactions. There are also restrictions on trading certain securities. Candidates are encouraged to request further information regarding these policies.
Read Less