Summary
Are you passionate about building strategic relationships and driving growth within the investment management industry?
We are seeking a Director of Key Accounts to lead and expand relationships with our most important distribution partners that include Broker-Dealers, RIAs, Wirehouses, and national TAMPs and custom platforms. We are looking for an experienced industry professional with well-established relationships and a strong network across the wealth management and financial intermediary landscape. This is a high-impact, strategic role supporting our mutual funds, ETFs, and SMA offerings where deep industry connections will be instrumental in expanding strategic partnerships and accelerating growth.
This role is ~60% onsite in Bethesda, MD and involves ~40% travel.
What You’ll Do
- 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.
Who You Are
- An excellent relationship manager with comfort engaging senior executives.
- Have an analytical mindset with strong financial acumen.
- A detail oriented strategic thinker who understands the big picture and never misses the small stuff.
Required Qualifications
- Minimum 5 years of experience in Key Accounts.
- Strong understanding of mutual funds, ETFs, SMAs, and intermediary distribution.
- Experience managing relationships with Broker-Dealers, RIAs, and TAMPs at a national level.
- Strong negotiation skills and experience with selling agreements.
- Ability to travel as needed (30-40%) for both conference attendance and direct face-to-face business building with firms and platforms.
Preferred Qualifications
- Series 7, SIE, 63, & 65 or 66.
- Proficiency in CRM tools (HubSpot) and project management platforms (Teamwork).
- Ability to analyze data and provide actionable insights for growth strategies.
Objectives
- Expand and deepen relationships with key distribution partners to drive net flows and revenue growth.
- Secure product placement and model inclusion across major platforms.
- Develop and execute strategic business plans for national accounts.
- Maintain accurate documentation and ROI tracking for conferences and partnerships.
- Ensure compliance with all regulatory requirements while driving business development initiatives.
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.
Compensation
Base Salary: $140K-$165K + Bonus
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 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®.