About Pennington Partners:

Founded in 2016, Pennington Partners is building the leading financial services holding company and solutions-oriented platform serving the world’s most successful entrepreneurs and their families.

Pennington is young, smart, tireless, and iconoclastic. We are intellectually curious and strive to challenge ourselves every day. We are an ensemble of the best and brightest professionals with multi-disciplinary backgrounds. We like to challenge assumptions and welcome new ideas. Our people are collegial but self-reliant. We value independent judgment as much as intellect and look for people who tend to do the right thing first, can work with limited guidance, but who also know how to ask for help. While the firm is building increasing scale and institutional character, we value our entrepreneurial culture and flexibility.

About the Position

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.

What You’ll Do

• Assist in managing operational workflows, ensuring efficiency and accuracy across tasks while maintaining attention to detail.

• Support process improvements and documentation, implementing best practices under supervision to enhance overall operational effectiveness.

• Coordinate with cross-functional teams to streamline communication, project execution, and ensure proper utilization of software tools.

• Maintain and update internal systems, databases, and process documentation, ensuring data is organized and aligned with organizational standards.

• Provide administrative support, including scheduling meetings, organizing files, monitoring inventory, handling mailings, and assisting with all general operational and facility tasks.

• Help troubleshoot operational issues and recommend solutions to improve processes while supporting data accuracy as part of broader responsibilities.

• Facilitate onboarding of employees by managing basic documentation, system access, and ensuring smooth transitions for team members.

• Develop familiarity with specific software tools used in operations, applying expertise as needed to support team workflows and optimize system usage.

What You’ll Need

• Bachelor's degree in Business, Finance, or related field; or equivalent experience.

• Exceptional leadership and team management skills.

• Excellent organizational and analytical abilities.

• Proficient in Microsoft Office Suite and experience with CRM, Performance Reporting and Portfolio Management applications.

• Strong written and verbal communication skills, including ability to succinctly explain complex ideas.

• Ability to multi-task, thrive and adapt in a dynamic, fast-paced environment.

• Extraordinary organizational and project management skills.

What You’ll Get

We offer competitive and comprehensive benefits to help you prioritize your wellness and your career development. Working with a company that leverages our Core Values: Developing One’s Greatest Potential, Thinking Big, Client Obsession, Tikkun Olam (Repair Our World).

· Salary - Competitive compensation (base salary + target bonus)

· Benefits - Robust benefits package with a choice of PPO Health Insurance Plans covering medical, dental, vision, disability, and group term life insurance. Optional HSA Plan, with a $600 employer contribution. 401K Plan with employer match, commuter parking benefit, cell phone reimbursement.

· Health & Wellness – $100/month stipend to use on the choice of fitness, meditation classes, meal kits, CSA, and more. Oura Ring welcome gift and one-year subscription to the Oura Ring app, and Pennington welcome swag! Worldwide emergency travel assistance coverage.

· Paid Time Off - 15 days PTO, unlimited sick leave, bereavement leave, 11 federal holidays and 3 floating holidays. Paid maternity and paternity leave for biological and adoptive parents, plus the option to work from home after paid leave ends to extend time with your growing family, and a $4,000 childcare stipend to help you transition back to work.

EQUAL EMPLOYMENT OPPORTUNITY

It is the policy of Pennington Partners to ensure equal employment opportunity (EEO) for all employees and applicants for employment without regard to race, color, religion, sex, pregnancy (including childbirth, lactation, or related conditions), national origin or ancestry, age, disability, veteran status, uniformed servicemember status, sexual orientation, gender identity, status as a parent, genetic information (including testing and characteristics), or any other characteristic protected by applicable federal, state, or local law. It is Pennington Partner’s policy to comply with applicable laws concerning the employment of persons with disabilities, including reasonable accommodation for applicants and employees with disabilities.

How to apply:

Please send your resume to careers@penningtonptrs.com.