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Operations Manager Risk Manager/Analyst

Engagement Operations Manager — Client & Agreements

Job in Potomac, Montgomery County, Maryland, 20854, USA
Listing for: Pathstone
Full Time position
Listed on 2026-03-01
Job specializations:
  • Management
    Operations Manager, Risk Manager/Analyst
Salary/Wage Range or Industry Benchmark: 80000 - 85000 USD Yearly USD 80000.00 85000.00 YEAR
Job Description & How to Apply Below
A growing wealth management firm in Potomac is seeking a Manager to oversee engagement workflow operations. This role requires expertise in client onboarding and strong operational acumen. Candidates should have at least 5 years of relevant experience and a Bachelor's degree. Responsibilities include drafting client agreements, managing workflows, and ensuring accuracy in documentation. The firm offers competitive compensation ranging from $80,000 to $85,000 annually, along with a comprehensive benefits package, but cannot provide visa sponsorship.
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