What are the responsibilities and job description for the Director of Internal Sales position at Potomac?
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
If you want to drive, build, and scale, this is your shot.
Benefits
120,000 - 140,000 USD per year (US)
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
- 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
- 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
- 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
- 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
- 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
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
120,000 - 140,000 USD per year (US)
Salary : $120,000 - $140,000