Description
Potomac is hiring an Operations Associate to scale efficient processes for its fast-growing asset management firm. The role supports RIA operations, client and account data accuracy across Orion, Zoho CRM, and custodial systems, custodian documentation, operational audits, SLAs, SOPs, training materials, and technology or automation projects. It requires at least three years of RIA or RIA-custodian operations experience, strong analytical and problem-solving skills, and full-time on-site work at the Bethesda, Maryland headquarters. Benefits include medical, vision, dental, health savings account, retirement, leave, and other benefits.
