The Operations Associate will play a critical role in the expansion of the firm’s Operations Team and will assist in overseeing custodial relationships and contribute to the management of Pennington’s private fund and advisory operations. This position requires strong organizational skills, the ability to learn quickly, and a proactive approach to problem-solving within a dynamic environment.

This is a mission-critical role as the firm continues to rapidly grow and expand to new markets that will provide the right candidate with plenty of opportunity for upward mobility. This role is based in Pennington’s Bethesda, MD office.

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The Growth Associate at Pennington Partners will provide critical support to the growth department of Pennington. This role will help execute strategic growth initiatives for the firm. A passion for connecting with the entrepreneurial community and researching creative ways to connect with a dynamic potential client base of Ultra High Net Worth clients.

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The Client Relationship Officer position is one of the most critical, if not the most critical, open roles in the organization. This role is the face of Client Service excellence and engagement with our Operating Partner Families & LPs and have responsibility for the creation and delivery of monthly performance reporting, management of monthly meetings as well as diligent follow up on any action items.

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The Lead Client Relationship Officer position at Pennington’s Bethesda, MD office is one of the most critical, if not the most critical, open roles in the organization. This role is the face of Client Service excellence and engagement with our Operating Partner Families & LPs in the Houston market. The role will serve as the day-to-day contact for each Operating Partner Family & LP in the Bethesda Market and have responsibility for the creation and delivery of monthly performance reporting, management of monthly meetings as well as diligent follow up on any action items. Driven by data and metrics, this person will ensure the high levels of engagement with our Operating Partner Families & LPs that are critical for the firm as we continue to scale.  

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Our staff model is designed around an ensemble model that supports a lead advisor and a dedicated Chief Investment Officer and the belief that no one person can carry the dialogue with complex entrepreneurial families.  The Director, Estate Planning role will complement this team as part of the staff configuration.

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