Client Operations Lead — RIA Ops (Onsite Bethesda)

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

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.