Potomac
Bethesda, Maryland
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 The Director of Internal Sales is responsible for building, developing, and leading a high-performing internal sales team that supports national distribution across mutual funds, ETFs, and SMAs. This role owns internal sales activity standards, performance metrics, and CRM discipline while ensuring tight alignment between internal and external wholesalers. Success in this role is defined by improved outbound engagement, stronger meeting conversion, and consistent net flow growth. This is a meaningful leadership role within our sales organization, not a maintenance position. The individual in this role will be expected to raise standards, drive disciplined execution, and help shape the next phase of growth across our national distribution effort. The ideal candidate has successfully led internal wholesalers before and understands how daily activity translates into advisor meetings, pipeline development, and measurable asset growth. Key Responsibilities Sales Leadership & Team Development Recruit, hire, train, and coach internal wholesalers and sales associates Establish and enforce measurable performance standards for calls, meetings set, pipeline growth, and asset flows Conduct regular one-on-ones, call coaching sessions, and territory reviews Develop clear career paths for internals progressing into external wholesaling roles Foster a competitive, accountable, and team-oriented sales culture Sales Execution & Activity Management Implement structured outbound call programs targeting advisors, home offices, and model gatekeepers Monitor daily call activity, contact quality, CRM usage, and follow-up cadence Drive proactive opportunity identification across existing and prospective advisor relationships Track and report key performance indicators including calls, appointments set, meetings held, pipeline conversion, and net flows Stakeholder & Team Collaboration Ensure tight alignment between internal and external wholesalers for coordinated territory coverage Partner with the National Sales Manager on territory strategy, segmentation, and coverage design Collaborate closely with Marketing, Product, Compliance, and Operations to streamline sales execution Support conference follow-up campaigns and targeted advisor initiatives Cross-Functional Engagement & Scalability Ensure consistent messaging across product positioning, market commentary, and sales campaigns Help develop scalable sales playbooks, training materials, and onboarding frameworks Oversee call campaigns tied to new product launches, model approvals, and platform expansions Ensure CRM integrity, reporting accuracy, and dashboard visibility across the sales organization Qualifications 5-10+ years of experience in asset management sales (internal wholesaling, external wholesaling, or sales leadership) Prior experience leading or mentoring internal wholesalers strongly preferred Deep understanding of mutual fund, ETF, and SMA distribution channels Knowledge of IBD, RIA, Wirehouse, and regional broker-dealer ecosystems Demonstrated track record of driving asset growth through disciplined activity management Strong analytical skills and CRM fluency (Salesforce, HubSpot, or similar platforms) FINRA Series 7 and 63/65 or 66 required with Series 24 preferred Why Join Us Growing asset manager with an expanding national distribution footprint Entrepreneurial culture with direct access to senior leadership Opportunity to build and shape the internal sales organization Competitive base salary plus incentive compensation Clear path for long-term leadership growth within distribution 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: 120,000 - 300,000 USD per year(US) PIe8bb4a80af8a-9391
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 The Director of Internal Sales is responsible for building, developing, and leading a high-performing internal sales team that supports national distribution across mutual funds, ETFs, and SMAs. This role owns internal sales activity standards, performance metrics, and CRM discipline while ensuring tight alignment between internal and external wholesalers. Success in this role is defined by improved outbound engagement, stronger meeting conversion, and consistent net flow growth. This is a meaningful leadership role within our sales organization, not a maintenance position. The individual in this role will be expected to raise standards, drive disciplined execution, and help shape the next phase of growth across our national distribution effort. The ideal candidate has successfully led internal wholesalers before and understands how daily activity translates into advisor meetings, pipeline development, and measurable asset growth. Key Responsibilities Sales Leadership & Team Development Recruit, hire, train, and coach internal wholesalers and sales associates Establish and enforce measurable performance standards for calls, meetings set, pipeline growth, and asset flows Conduct regular one-on-ones, call coaching sessions, and territory reviews Develop clear career paths for internals progressing into external wholesaling roles Foster a competitive, accountable, and team-oriented sales culture Sales Execution & Activity Management Implement structured outbound call programs targeting advisors, home offices, and model gatekeepers Monitor daily call activity, contact quality, CRM usage, and follow-up cadence Drive proactive opportunity identification across existing and prospective advisor relationships Track and report key performance indicators including calls, appointments set, meetings held, pipeline conversion, and net flows Stakeholder & Team Collaboration Ensure tight alignment between internal and external wholesalers for coordinated territory coverage Partner with the National Sales Manager on territory strategy, segmentation, and coverage design Collaborate closely with Marketing, Product, Compliance, and Operations to streamline sales execution Support conference follow-up campaigns and targeted advisor initiatives Cross-Functional Engagement & Scalability Ensure consistent messaging across product positioning, market commentary, and sales campaigns Help develop scalable sales playbooks, training materials, and onboarding frameworks Oversee call campaigns tied to new product launches, model approvals, and platform expansions Ensure CRM integrity, reporting accuracy, and dashboard visibility across the sales organization Qualifications 5-10+ years of experience in asset management sales (internal wholesaling, external wholesaling, or sales leadership) Prior experience leading or mentoring internal wholesalers strongly preferred Deep understanding of mutual fund, ETF, and SMA distribution channels Knowledge of IBD, RIA, Wirehouse, and regional broker-dealer ecosystems Demonstrated track record of driving asset growth through disciplined activity management Strong analytical skills and CRM fluency (Salesforce, HubSpot, or similar platforms) FINRA Series 7 and 63/65 or 66 required with Series 24 preferred Why Join Us Growing asset manager with an expanding national distribution footprint Entrepreneurial culture with direct access to senior leadership Opportunity to build and shape the internal sales organization Competitive base salary plus incentive compensation Clear path for long-term leadership growth within distribution 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: 120,000 - 300,000 USD per year(US) PIe8bb4a80af8a-9391
Potomac
Bethesda, Maryland
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 As an Internal Wholesaler, you'll partner with our external wholesalers, playing a key role in building relationships with financial advisors, driving sales, and developing a winning business strategy. This is a full-time, on-site position at our brand-new office in the Avocet Tower in downtown Bethesda. We're happy to get candidates from all over the country, but the position will require relocation before starting. This role is 100% onsite in Bethesda, MD. What You'll Do Conduct proactive outreach to advisors, promoting our products and driving sales. Build and deepen relationships with financial advisors. Collaborate with external wholesalers to meet regional goals. Provide solutions that help advisors deliver exceptional results for their clients. Collaborate with the rest of the internal team to ensure smooth and efficient sales processes, including coordinating marketing campaigns and product launches. Effectively manage HubSpot CRM information and advisor profiles. Who You Are A natural problem solver who enjoys thinking creatively and finding new ways to improve processes. Competitive, self-driven, and eager to grow. A strategic thinker who sees the big picture but never misses the small stuff. Required Qualifications Must have or be willing to acquire licensing: SIE, Series 7 and either 63 & 65 or 66. Bachelor's degree or equivalent experience. Preferred Qualifications 1-3 years in financial services sales preferred (mutual funds, annuities, ETFs, or separately managed accounts). Objectives Develop a deep understanding of Potomac's investment products and think critically about how they fit into an advisors' business. Stay current with industry trends and developments, to ensure that Potomac stays head of the curve. Comply with legal and compliance regulations at all times. 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 Compensation Industry-competitive pay structure with a combination of base salary and performance-based incentives. Target total compensation: $80,000-$110,000 plus PIccb83973d1df-2905
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 As an Internal Wholesaler, you'll partner with our external wholesalers, playing a key role in building relationships with financial advisors, driving sales, and developing a winning business strategy. This is a full-time, on-site position at our brand-new office in the Avocet Tower in downtown Bethesda. We're happy to get candidates from all over the country, but the position will require relocation before starting. This role is 100% onsite in Bethesda, MD. What You'll Do Conduct proactive outreach to advisors, promoting our products and driving sales. Build and deepen relationships with financial advisors. Collaborate with external wholesalers to meet regional goals. Provide solutions that help advisors deliver exceptional results for their clients. Collaborate with the rest of the internal team to ensure smooth and efficient sales processes, including coordinating marketing campaigns and product launches. Effectively manage HubSpot CRM information and advisor profiles. Who You Are A natural problem solver who enjoys thinking creatively and finding new ways to improve processes. Competitive, self-driven, and eager to grow. A strategic thinker who sees the big picture but never misses the small stuff. Required Qualifications Must have or be willing to acquire licensing: SIE, Series 7 and either 63 & 65 or 66. Bachelor's degree or equivalent experience. Preferred Qualifications 1-3 years in financial services sales preferred (mutual funds, annuities, ETFs, or separately managed accounts). Objectives Develop a deep understanding of Potomac's investment products and think critically about how they fit into an advisors' business. Stay current with industry trends and developments, to ensure that Potomac stays head of the curve. Comply with legal and compliance regulations at all times. 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 Compensation Industry-competitive pay structure with a combination of base salary and performance-based incentives. Target total compensation: $80,000-$110,000 plus PIccb83973d1df-2905