Client Operations Associate

Potomac; Bethesda (MD); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Medical insurance

Vision insurance

Dental insurance

Health savings account option

401(k) & other retirement benefits

Paid maternity leave

Paid paternity leave

Disability insurance

Paid time off

Job summary

Potomac is seeking an Operations Associate in Bethesda, MD to scale efficient processes across our asset management firm. You will ensure operational accuracy and help manage workflows, with emphasis on urgency, transparency, and attention to detail.

Strong communication and problem‑solving are essential to thrive in this role. Key responsibilities include onboarding, transfers, money movement, custodian interactions, and maintaining audit‑ready, GIPS‑compliant reporting.

Qualifications

• 3+ years of RIA or RIA‑custodian operations experience, including leadership or elevated responsibility.
• Demonstrated ability to operate with urgency, simplify complex workflows, and maintain elite attention to detail.
• Strong analytical and problem‑solving skills with a bias toward taking action and getting things done.
• Exceptional follow‑through, communication, and accountability skills.
• Ability to work full‑time on‑site at Potomac’s Bethesda, MD Headquarters.

Responsibilities

• Involved in all core RIA operations including onboarding, transfers, money movement, service requests, and custodian interaction—executing with accuracy, urgency, and transparency.
• Maintain GIPS-compliant reporting processes with meticulous documentation and audit‑ready accuracy.
• Assist in firmwide operational audits and proactively identify improvements that simplify processes without sacrificing detail.
• Establish and enforce operational SLAs that reflect our commitment to responsiveness and excellence.
• Ensure all client and account data in Orion, Zoho CRM, and custodial systems is accurate, consistent, and maintained with rigorous attention to detail.
• Manage all custodial documentation, ensuring forms are executed correctly and processed without delay.
• Build transparent, high‑functioning relationships with custodians and operational vendors.
• Identify workflow gaps and implement solutions that reduce friction and enhance scalability.
• Assist and create SOPs, training materials, and operational playbooks that reflect a culture of clarity and transparency.
• Assist in special projects including system upgrades, new technology integrations (e.g., Zoho), custodian changes, and automation initiatives.

Skills

RIA operations

urgency and execution

attention to detail

analytical and problem solving

communication and accountability

on-site at Bethesda, MD

Tools

Zoho CRM

Job description

Client Operations Associate

Client Operations Associate

Potomac Bethesda, Maryland, United States

About this position

At Potomac,we’renot for everyone—andthat’sby design. We attract people who think critically, communicate clearly, and execute with urgency. People who care deeply about their work anddon’tneed handholding to make things happen.

We’rea boutique tactical asset manager with a differentiated product that serves the independent broker-dealer and RIA channel

Headquarteredin Bethesda, MD, we combine institutional-grade investmentexpertisewith a quantitative process that is Built to Conquer Risk ®.

The Opportunity

We’re looking for an Operations Associate to scale efficient processes for our fast-growing asset management firm. You'll ensure operational accuracy, and help manage workflows across the organization. Intellectual curiosity, transparency, responsiveness, and attention to detail are key to thriving in this role.

Key Responsibilities

Operational

• Involved in all core RIA operations including onboarding, transfers, money movement, service requests, and custodian interaction—executing with accuracy, urgency, and transparency.
• Maintain GIPS-compliant reporting processes with meticulous documentation and audit‑ready accuracy.
• Assist in firmwide operational audits and proactively identify improvements that simplify processes without sacrificing detail.
• Establish and enforce operational SLAs that reflect our commitment to responsiveness and excellence.
• Ensure all client and account data in Orion, Zoho CRM, and custodial systems is accurate, consistent, and maintained with rigorous attention to detail.
• Manage all custodial documentation, ensuring forms are executed correctly and processed without delay.
• Build transparent, high‑functioning relationships with custodians and operational vendors.

Process, People & Projects

• Identify workflow gaps and implement solutions that reduce friction and enhance scalability.
• Assist and create SOPs, training materials, and operational playbooks that reflect a culture of clarity and transparency.
• Assist in special projects including system upgrades, new technology integrations (e.g., Zoho), custodian changes, and automation initiatives.

Required Qualifications

• 3+ years of RIA or RIA‑custodian operations experience, including leadership or elevated responsibility.
• Demonstrated ability to operate with urgency, simplify complex workflows, and maintain elite attention to detail.
• Strong analytical and problem‑solving skills with a bias toward taking action and getting things done.
• Exceptional follow‑through, communication, and accountability skills.
• Ability to work full‑time on‑site at Potomac’s Bethesda, MD Headquarters.

Preferred Qualifications

• Experience with Zoho CRM or similar CRM systems.

Potomac is not your typical asset manager. We cut through the industry BS with brutal transparency and an obsession with execution. Ifyou’relooking for a slow pace and low volume, thisisn’tfor you.

If you want to drive, build, and scale, this is your shot.

• Medical insurance
• Vision insurance
• Health savings account option
• 401(k) & other retirement benefits
• Paid maternity leave
• Paid paternity leave
• Disability insurance
• Paid time off

The Opportunity

At Potomac,we’renot for everyone—andthat’sby design. We attract people who think critically, communicate clearly, and execute with urgency. People who care deeply about their work anddon’tneed handholding to make things happen.

We’rea boutique tactical asset manager with a differentiated product that serves the independent broker-dealer and RIA channel

Headquarteredin Bethesda, MD, we combine institutional-grade investmentexpertisewith a quantitative process that is Built to Conquer Risk ®.

Summary

We’re looking for an Operations Associate to scale efficient processes for our fast-growing asset management firm. You'll ensure operational accuracy, and help manage workflows across the organization. Intellectual curiosity, transparency, responsiveness, and attention to detail are key to thriving in this role.

Key Responsibilities

Operational

• Involved in all core RIA operations including onboarding, transfers, money movement, service requests, and custodian interaction—executing with accuracy, urgency, and transparency.
• Maintain GIPS-compliant reporting processes with meticulous documentation and audit‑ready accuracy.
• Assist in firmwide operational audits and proactively identify improvements that simplify processes without sacrificing detail.
• Establish and enforce operational SLAs that reflect our commitment to responsiveness and excellence.

Client, Advisor & Custodian Support

• Ensure all client and account data in Orion, Zoho CRM, and custodial systems is accurate, consistent, and maintained with rigorous attention to detail.
• Manage all custodial documentation, ensuring forms are executed correctly and processed without delay.
• Build transparent, high‑functioning relationships with custodians and operational vendors.

Process, People & Projects

• Identify workflow gaps and implement solutions that reduce friction and enhance scalability.
• Assist and create SOPs, training materials, and operational playbooks that reflect a culture of clarity and transparency.
• Assist in special projects including system upgrades, new technology integrations (e.g., Zoho), custodian changes, and automation initiatives.

Required Qualifications

• 3+ years of RIA or RIA‑custodian operations experience, including leadership or elevated responsibility.
• Demonstrated ability to operate with urgency, simplify complex workflows, and maintain elite attention to detail.
• Strong analytical and problem‑solving skills with a bias toward taking action and getting things done.
• Exceptional follow‑through, communication, and accountability skills.
• Ability to work full‑time on‑site at Potomac’s Bethesda, MD Headquarters.

Preferred Qualifications

• Experience with Zoho CRM or similar CRM systems.
• Cross‑department collaboration experience (Ops + Marketing + Sales).

Potomac is not your typical asset manager. We cut through the industry BS with brutal transparency and an obsession with execution. Ifyou’relooking for a slow pace and low volume, thisisn’tfor you.

If you want to drive, build, and scale, this is your shot.

Benefits

• Medical insurance
• Vision insurance
• Dental insurance
• Health savings account option
• 401(k) & other retirement benefits
• Paid maternity leave
• Paid paternity leave
• Commuter benefits
• Disability insurance
• Paid time off

The pay range for this role is:

60,000 - 80,000 USD per year(US)