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Wealth Management Operations Associate
Job in
Potomac, Montgomery County, Maryland, 20854, USA
Listed on 2026-09-03
Listing for:
Pathstone
Full Time
position Listed on 2026-09-03
Job specializations:
-
Finance & Banking
AI Business & Operations
Job Description & How to Apply Below
Pathstone is seeking a Client Operations support role based in Potomac, MD to assist a Client Advisory Team with daily operations and client service. The role includes preparing performance analysis, investment manager background, and client presentation materials.
The ideal candidate has a Bachelor's degree and strong analytical, communication, and client-service skills. Experience in finance is helpful; AI-enabled workflows are encouraged. This position is on-site at our Potomac, MD office.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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