Director of Advisor Solutions

Potomac Bethesda, Maryland, United States

At Potomac,we’renot for everyone—andthat’sby design. We attract people who think critically, communicate clearly, and execute with urgency. People who care deeply about their work anddon’tneed hand holding to make things happen.

We’rea 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 investmentexpertisewith a quantitative process that is Built to Conquer Risk ®.

Lead growth efforts by helping advisors understand, adopt, and fund Potomac’s Union and Guardrails platform. You’ll run discovery, demos, training, solution design, due diligence, and the handoff from evaluation to onboarding and launch.

Advisors need to quickly see how Potomac can solve real business, portfolio, and client-service challenges. This advisor-facing role turns a complex platform into clear recommendations, confident adoption, and funded advisor relationships.

• Be the platform expert — lead advisor discovery, Union demos, Guardrails Analytics presentations, due diligence, and solution design.
• Spearhead growth - prospect and identify key opportunities, build and execute business plan, expand platform reach, and present the benefits of Union and Guardrails at industry and Potomac webinars, conferences, and events.
• Train advisors and Potomac Sales teams — build and deliver practical training, demos, talk tracks, FAQs, and enablement materials for Union and Guardrails.
• Own and manage the pipeline — keep accurate CRM activity, next steps, stage progression, AUM projections, implementation status and identify and overcome key blockers to drive opportunities from discovery through funding and launch.
• Launch committed advisors — partner with Operations so expectations, training needs, service workflows, and launch blockers are visible and resolved.
• Turn field feedback into improvements — capture advisor questions, objections, workflow gaps, and training needs, then recommend improvements to Sales, Operations, leadership, and product stakeholders.

You have first-hand experience managing the nuance and complexities of platform/TAMP sales and navigating the lengthy sales cycle. You understand advisor operating models across platform, custody, portfolio construction, reporting, planning, service models, and client experience, and are comfortable discussing with advisors. You can quickly spot the workflow that needs to change, and explain it clearly, and implement necessary modifications.

You love consultative, education-led selling—not transactional product pitching. You’re motivated by creating new business opportunities, advancing advisor relationships, winning business, and driving advisor adoption and AUM growth. You are detail-oriented and enjoy building repeatable sales processes and scalable playbooks that turn advisor interest into profitable long-term relationships.

You bring deep TAMP/RIA knowledge, strong advisor-workflow fluency, and the ability to lead discovery, demos, group training, and internal enablement both virtually and in person. You are equally as comfortable finding and cultivating advisor relationships, managing opportunities, and closing business to achieve targeted outcomes. . Series 65/66 required.

• Become certified as the Union and Guardrails SME and independently run live advisor discovery and demo sessions.
• Deliver Guardrails Analytics training for an advisor…