Client Operations Associate
Read straight from Potomac's careers page, verified 1d ago.Seekless can tailor your résumé to it.
Seekless can write your résumé for this posting first.
Before you apply
Salary$60k – $80k
LocationBethesda, MD
Work modeon-site
Typefull-time
SeniorityMid
Experience3+ yrs
DepartmentTAMP Solutions
Company size51–200 people
First seenOct 16, 2026 · 2w ago
Verified live1d ago
At a glanceSummarised by Seekless from the posting.
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
Experience with Zoho CRM or similar CRM systems
Cross-department collaboration experience (Ops + Marketing + Sales)
Ability to work full-time on-site at Potomac’s Bethesda, MD Headquarters
Skills
Orion
Zoho CRM
Zoho
Benefits
Health insurance
Vision insurance
Dental insurance
Health savings account
401(k)
Retirement benefits
Paid maternity leave
Paid paternity leave
Commuter benefits
Disability insurance
Paid time off
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).
About the company
Potomac is not your typical asset manager. We cut through the industry BS with brutal transparency and an obsession with execution. If you’re looking for a slow pace and low volume, this isn’t for 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
About the company
The Opportunity
At Potomac, we’re not for everyone—and that’s by design. We attract people who think critically, communicate clearly, and execute with urgency. People who care deeply about their work and don’t need handholding to make things happen.
We’re a boutique tactical asset manager with a differentiated product that serves the independent broker-dealer and RIA channel
Headquartered in Bethesda, MD, we combine institutional-grade investment expertise with a quantitative process that is Built to Conquer Risk®.