Client Operations Lead — RIA Ops; Onsite Bethesda)
Job in
Bethesda, Montgomery County, Maryland, 20811, USA
Listed on 2026-08-30
Listing for:
Potomac
Full Time
position Listed on 2026-08-30
Job specializations:
-
Finance & Banking
Regulatory Compliance Specialist, Banking Operations
Job Description & How to Apply Below
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.
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