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Ria Operations Jobs in Washington (NOW HIRING)

Potomac

Operations Associate

Bethesda, MD · On-site

$60K - $80K/yr

Involved in all core RIA operations including onboarding, transfers, money movement, service requests, and custodian interaction-executing with accuracy, urgency, and transparency. * Maintain GIPS ...

Potomac

Chief Revenue Officer

Bethesda, MD · On-site

$200K - $250K/yr

Reporting directly to the CEO, the CRO will align sales leadership, business development, distribution strategy, and revenue operations to drive growth across our Broker-Dealer, RIA, TAMP, and ...

Potomac

Director of Go-to-Market Operations

Bethesda, MD · On-site

$120K - $140K/yr

... broker-dealer and RIA channel Headquartered in Bethesda, MD, we combine institutional-grade ... The Director of GTM Operations will serve as the strategic leader of Revenue Operations (RevOps ...

Edelman Financial Engines

Regional Manager

Fairfax, VA · On-site

$99K - $132K/yr

Responsible for resolving complex service and operational issues, with best-practice judgment Requirements: * 5-7 years of financial industry experience, specifically in a broker/dealer or RIA ...

Edelman Financial Engines, LLC

Region Manager

Fairfax, VA · On-site

$99K - $132K/yr

Responsible for resolving complex service and operational issues, with best-practice judgment Requirements: * 5-7 years of financial industry experience, specifically in a broker/dealer or RIA ...

Potomac

Sales Enablement Associate

Bethesda, MD · On-site

... broker-dealer and RIA channel Headquartered in Bethesda, MD, we combine institutional-grade ... Own the Sales Operations and Advisor Experience. * Maintain data integrity across HubSpot ...

Edelman Financial Engines, LLC

Region Manager

Fairfax, VA · On-site

$99K - $132K/yr

Responsible for resolving complex service and operational issues, with best-practice judgment Requirements: * 5-7 years of financial industry experience, specifically in a broker/dealer or RIA ...

Potomac

Director of Marketing Production

Bethesda, MD · On-site

$120K - $160K/yr

... broker-dealer and RIA channel Headquartered in Bethesda, MD, we combine institutional-grade ... Summary The Director of Marketing Production is the operational engine of the marketing ...

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Ria Operations information

What are some common challenges faced in a Ria Operations role, and how can I prepare for them?

In a Ria Operations role, you may frequently encounter challenges related to compliance with international money transfer regulations, managing high transaction volumes, and ensuring accuracy in data processing. Being detail-oriented and staying updated on regulatory changes are critical to overcoming these challenges. Additionally, developing strong communication skills will help you collaborate effectively with compliance teams, customer service, and external partners. Proactively learning about anti-money laundering (AML) and fraud prevention practices can also give you a competitive edge.

What are the key skills and qualifications needed to thrive as a Ria Operations specialist, and why are they important?

To thrive as a Ria Operations specialist, you need a solid understanding of financial operations, compliance, and transaction processing, often supported by a degree in finance or business administration. Familiarity with payment processing systems, anti-money laundering (AML) compliance tools, and Ria’s proprietary platforms is typically required. Attention to detail, problem-solving skills, and effective communication are crucial soft skills in this role. These competencies ensure accurate, secure, and efficient handling of financial transactions while maintaining regulatory compliance.

What are Ria Operations?

Ria Operations typically refer to the functions and processes involved in managing money transfer and remittance services within the Ria Money Transfer company. This includes handling transactions, ensuring compliance with financial regulations, customer service, and supporting the secure and efficient movement of funds across borders. Operations staff work to prevent fraud, resolve customer issues, and maintain smooth workflow within the company. Their role is crucial in delivering reliable and timely remittance services to customers worldwide.
What are popular job titles related to Ria Operations jobs in Washington? For Ria Operations jobs in Washington, the most frequently searched job titles are:
What job categories do people searching Ria Operations jobs in Washington look for? The top searched job categories for Ria Operations jobs in Washington are:
What cities in Washington are hiring for Ria Operations jobs? Cities in Washington with the most Ria Operations job openings:
Ria Operations jobs near you
Infographic showing various Ria Operations job openings in Washington as of July 2026, with employment types broken down into 79% Full Time, 17% Part Time, 1% Temporary, and 3% Contract. Highlights an 92% Physical, 3% Hybrid, and 5% Remote job distribution.

Operations Associate

Potomac

Bethesda, MD • On-site

$60K - $80K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 23 hours ago

Job description

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 an Operations Associate to scale efficient processes for our fast-growing asset management firm. You'll ensure operational accuracy, and help manage workflows across the organization. Intellectual curiosity, transparency, responsiveness, and attention to detail are key to thriving in this role.
Key Responsibilities
Operational
  • Involved in all core RIA operations including onboarding, transfers, money movement, service requests, and custodian interaction-executing with accuracy, urgency, and transparency.
  • Maintain GIPS-compliant reporting processes with meticulous documentation and audit-ready accuracy.
  • Assist in 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.
  • 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 & Projects
  • Identify workflow gaps and implement solutions that reduce friction and enhance scalability.
  • Assist and create SOPs, training materials, and operational playbooks that reflect a culture of clarity and transparency.
  • Assist in special projects including system upgrades, new technology integrations (e.g., Zoho), custodian changes, and automation initiatives.
Required Qualifications
  • 3+ years of RIA or RIA-custodian operations experience, including leadership or elevated responsibility.
  • 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).

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

The pay range for this role is:
60,000 - 80,000 USD per year (US)

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