Client Operations Lead: Process & Custodian Ops

Potomac; Bethesda (MD); On-site; USD 65,000 - 95,000; Full time

Job summary

Potomac, a boutique tactical asset manager headquartered in Bethesda, MD, is seeking an Operations Associate to scale efficient processes and manage workflows across the organization. You will handle onboarding, transfers, money movement, and service requests with accuracy and urgency, while maintaining audit-ready reporting and data integrity in systems like Orion and Zoho CRM.

Ideal candidates bring 3+ years in RIA operations, strong problem-solving and communication skills, and a readiness to

Qualifications

• 3+ years of RIA or RIA-custodian operations experience.
• 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

Leadership

Attention to detail

Analytical thinking

Communication

Accountability

Tools

Zoho CRM

Job description

Potomac, a boutique tactical asset manager headquartered in Bethesda, MD, is seeking an Operations Associate to scale efficient processes and manage workflows across the organization. You will handle onboarding, transfers, money movement, and service requests with accuracy and urgency, while maintaining audit-ready reporting and data integrity in systems like Orion and Zoho CRM.

Ideal candidates bring 3+ years in RIA operations, strong problem-solving and communication skills, and a readiness to