Potomac · 10 hours ago
Director of Key Accounts
Bethesda, MD
Full-time
Onsite
Mid, Senior Level
$120K/yr - $140K/yr
5+ years expPotomac is a ~$3B+ AUM/AUA asset manager that serves independent broker-dealers and RIAs. They are seeking a Director of Key Accounts to lead and expand relationships with major distribution partners, driving growth and product placement in mutual funds, ETFs, and SMA offerings.
AdviceFinancial ServicesWealth Management
Responsibilities
Own and grow relationships with major national accounts and distribution partners
Develop business plans, drive product placement, and expand platform opportunities
Negotiate selling agreements and work with research teams to secure model or recommended-list inclusion
Partner with internal and external wholesalers to increase activity and drive net flows
Deliver compelling product and market presentations to home-office analysts and advisor networks
Provide leadership with insights, reporting, and strategy recommendations based on data
Create a steady outreach cadence that includes in-person visits to key relationships to build pipeline and accelerate growth
Document all communication, follow-up support, and data within HubSpot to validate and share ROI for decision making on conferences and partnerships
Run all onboarding projects through Teamwork
Qualification
Required
5–10 years of experience in Key Accounts
Strong understanding of mutual funds, ETFs, SMAs, and intermediary distribution
Series 7, SIE, 63, & 65 or 66 required
Ability to travel as needed (40-60%) for both conference attendance and direct face-to-face business building with firms and platforms
Preferred
Experience managing relationships with Broker-Dealers, RIAs, and TAMPs at a national level
Strong negotiation skills and experience with selling agreements
Proficiency in CRM tools (HubSpot) and project management platforms (Teamwork)
Ability to analyze data and provide actionable insights for growth strategies
Benefits
401(k) & other retirement benefits
Health, vision, & dental insurance
Health savings account option
Paid time off
Commuter benefits
Disability insurance
Parental leave
Company
Potomac
Our mission is to empower Financial Advisors like you with the confidence to aim higher, grow faster, and explore further.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Manish Khatta
CEO / CIO
Daniel Torzala
Chief Technology Officer
Recent News
2022-03-30
Company data provided by crunchbase