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®.  

Summary 

We’re looking for a Senior Operations Associate to scale efficient processes for our fast-growing asset management firm. You'll ensure operational accuracy, master the Orion system, and manage workflows across the organization. Intellectual curiosity, transparency, responsiveness, and attention to detail are key to thriving in this role.

Key Responsibilities

Operational Leadership

• Oversee all core RIA operations including onboarding, transfers, money movement, service requests, and custodian interaction—executing with accuracy, urgency, and transparency.
• Serve as the firm’s Orion expert, managing workflow design, performance reporting, reconciliation, data integrity, model alignment, and ongoing optimization.
• Maintain GIPS-compliant reporting processes with meticulous documentation and audit‑ready accuracy.
• Lead 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

• Act as the escalation point for complex operational issues, resolving them with speed, clarity, and ownership.
• 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 & Project Leadership

• Identify workflow gaps and implement solutions that reduce friction and enhance scalability.
• Create SOPs, training materials, and operational playbooks that reflect a culture of clarity and transparency.
• Cross‑train staff to ensure operational redundancy and provide team coverage.
• Lead special projects including system upgrades, new technology integrations (e.g., Zoho), custodian changes, and automation initiatives.

Required Qualifications 

• 5+ years of RIA or RIA‑custodian operations experience, including leadership or elevated responsibility.
• Expert‑level proficiency with Orion Advisor Solutions — this is non‑negotiable.
• 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).
• Prior leadership or supervisory experience within an operations function.

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