Strategic Operations Associate — Direct Leadership Support

Seventy2 Capital Wealth Management; Bethesda (MD); On-site; USD 60,000 - 95,000; Full time

Job summary

Seventy2 Capital Wealth Management is seeking an Operations Specialist in Bethesda, MD. You will support the CEO/COO, drive firm-wide operational initiatives, and help optimize onboarding, technology, compliance, HR, and client experience.

The role offers hands-on responsibility in a dynamic, collaborative environment with a chance to influence scalable processes and strategic growth for advisors and the firm.

Qualifications

• Bachelor's degree in Business, Finance, Economics, or a related field.
• 1–4 years of experience in operations, project management, or business administration.
• Strong organizational and attention to detail.
• Effective communication and cross-department collaboration.
• Proficiency with Microsoft Office and CRM or PM tools.

Responsibilities

• Partner with CEO/COO to plan, coordinate, and execute operational initiatives.
• Collaborate with leadership and teams to ensure alignment and progress toward goals.
• Maintain project plans, timelines, and deliverables with clear updates.
• Support rollout of new technology platforms and processes for efficiency.
• Assist in onboarding new advisors, staff, and client teams.
• Work with Compliance on special projects to ensure regulatory excellence.
• Analyze operational data to identify improvements and trends.
• Prepare presentations and internal communications for leadership.
• Contribute to a culture of operational excellence and continuous improvement.
• Provide executive support, schedule management, and confidential handling of information.

Skills

Organizational skills

Project management

Communication

Microsoft Office

CRM tools

Education

Bachelor's degree in Business, Finance, Economics, or related field

Tools

CRM software

Project management tools

Job description

Seventy2 Capital Wealth Management is seeking an Operations Specialist in Bethesda, MD. You will support the CEO/COO, drive firm-wide operational initiatives, and help optimize onboarding, technology, compliance, HR, and client experience.

The role offers hands-on responsibility in a dynamic, collaborative environment with a chance to influence scalable processes and strategic growth for advisors and the firm.