Project Manager

Potomac; Bethesda (MD); On-site; USD 80,000 - 100,000; Full time

Job summary

Potomac is seeking a Project Manager to lead company-wide initiatives from initiation to completion, ensuring alignment with strategic objectives. The ideal candidate should have 5+ years of project management experience and be adept with project management platforms.

This role requires exceptional communication skills and the ability to operate in a fast-paced environment within our Bethesda, MD headquarters. Join us to drive, build, and scale in a culture of transparency and execution.

Qualifications

• 5+ years of project management experience.
• Expert-level proficiency with project management platforms.
• Ability to work full-time on-site at Bethesda headquarters.

Responsibilities

• Lead and manage company-wide projects from initiation to completion.
• Develop and implement project plans, timelines, and deliverables.
• Conduct firmwide project audits and proactively identify improvements.

Skills

Project management experience

Communication skills

Analytical skills

Problem-solving skills

Attention to detail

Education

PMP or equivalent certification

Tools

Asana

HubSpot CRM

Job description

At Potomac,we’renot for everyone—whichby design. We attract people who think critically, communicate clearly, and execute with urgency. People who care deeply about their work and don’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 a Project Manager who is a strategic leader and brings value through strong organizational skills. The ideal candidate takes pride in executing projects and building scalable systems for our rapidly growing asset management firm. This position is responsible for maintaining the integrity of our project management operations, overseeing company‑wide initiatives, and leading cross‑departmental workflows that impact all areas of the firm. If you are intellectually curious, appreciate transparency, prefer simplicity, respond swiftly, deliver results, and pay close attention to detail, you will excel in this environment.

Key Responsibilities

• Lead and manage company‑wide projects from initiation to completion, ensuring alignment with strategic objectives.
• Develop and implement project plans, timelines, and deliverables with accuracy, urgency, and transparency.
• Oversee project management tools and systems, ensuring optimal workflow design, reporting, and ongoing optimization.
• Conduct firmwide project audits and proactively identify improvements that simplify processes without sacrificing detail.
• Establish and enforce project SLAs that reflect our commitment to responsiveness and excellence.

Stakeholder & Team Collaboration

• Act as the escalation point for complex project issues, resolving them with speed, clarity, and ownership.
• Ensure all project data and documentation are accurate, consistent, and maintained with rigorous attention to detail.
• Build transparent, high‑functioning relationships with internal teams, external partners, and vendors.

Cross-Functional Engagement

• Partner with Marketing, Sales, and other departments to support segmentation, data accuracy, and operational components of company initiatives.
• Support cross‑departmental communications and events, ensuring project objectives are met.
• Serve as a liaison for conferences, platform activities, and engagement initiatives.

Cross-Functional Engagement

• Identify workflow gaps and implement solutions that reduce friction and enhance scalability.
• Create SOPs, training materials, and project playbooks that reflect a culture of clarity and transparency.
• Crosstrain staff to ensure project redundancy and provide team coverage.
• Lead special projects including system upgrades, new technology integrations, and automation initiatives.

Qualifications

Required

• 5+ years of project management experience, including leadership or elevated responsibility.
• Expert‑level proficiency with project management platforms (e.g., Asana, Teamwork, or similar).
• 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

• PMP or equivalent certifications.
• Experience with CRM systems (e.g., HubSpot CRM or similar).
• Prior leadership or supervisory experience within a project management function.

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.