Leads Potomac’s External Sales team by managing KPIs, territories, pipelines, advisor engagement, and revenue performance. Coaches external sales professionals through field travel, prospecting, opportunity management, and sales execution. Oversees CRM standards, reporting, territory rotations, onboarding, and performance accountability while partnering with marketing, revenue operations, portfolio management, compliance, and other teams to drive growth.
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 Externals leads Potomac’s External Sales team with a focus on field execution, advisor engagement, territory performance, and consistent adoption of the firm’s sales process, CRM standards, and growth priorities.
This is a hands-on leadership role for a sales leader who can coach high-performing Externals, use data to drive accountability, and build a culture of disciplined execution and continuous improvement.
This position requires on-site presence in the office one week each month, with the balance of time spent traveling alongside external team members.
Sales Leadership
- Lead, manage, and hold accountable the External Sales team against established KPIs, activity standards, pipeline objectives, and revenue goals.
- Establish consistent management rhythms, including territory reviews, pipeline reviews, coaching sessions, and performance discussions.
- Create clarity around priorities, expectations, and execution standards.
- Identify and address performance gaps while developing future sales leaders.
KPI Management & Performance Oversight
- Own the measurement, reporting, and review of External Sales KPIs.
- Monitor advisor engagement, sales activity, pipeline health, opportunity progression, sales outcomes, and expense management.
- Partner with Revenue Operations to improve reporting, forecasting, CRM accuracy, and performance visibility.
- Use data and analytics to drive accountability and coaching.
Coaching, Training & Field Development
- Coach Externals on prospecting, advisor meetings, opportunity management, sales messaging, and territory execution.
- Travel alongside Externals to provide real-time coaching and validate field execution.
- Reinforce Potomac's sales process, advisor engagement model, and value proposition.
- Support onboarding, training, and ongoing professional development of the External Sales team.
Sales Process & Advisor Opportunity Management
- Ensure consistent execution of Potomac's sales process across all territories.
- Review advisor opportunities to improve conversion rates, pipeline progression, and advisor outcomes.
- Validate product positioning, sales messaging, and process adherence.
- Conduct CRM, email, call, and meeting reviews to improve execution quality and follow-up discipline.
Rotation & Territory Execution
- Oversee External rotation schedules, territory alignment, and advisor coverage strategies.
- Ensure sales resources are focused on the highest-value opportunities and relationships.
- Evaluate rotation effectiveness and adjust territory plans based on results and market opportunities.
Cross-Functional Partnership
- Partner with Internal Sales, Marketing, Revenue Operations, Portfolio Management, Operations, and Compliance to drive growth and advisor satisfaction.
- Ensure field activity aligns with firmwide growth initiatives, campaigns, and strategic priorities.
- Create strong feedback loops between the field and the broader organization.
- Support scalable sales processes and continuous improvement initiatives.
Required
- 7+ years of progressive sales, distribution, or sales leadership experience.
- Experience leading, coaching, or managing external sales professionals.
- Strong understanding of advisor distribution, territory management, pipeline development, and field sales execution.
- Demonstrated ability to manage KPIs, coach sales activity, and create accountability across a sales team.
- Experience using CRM data, activity reporting, and sales analytics to improve performance.
- Strong communication, coaching, leadership, and follow-up skills.
- Ability to operate strategically while staying close to day-to-day execution.
- Willingness and ability to travel.
Preferred
- Asset management, wealth management, ETF, mutual fund, TAMP, fintech, or advisor distribution experience.
- Experience selling through Broker-Dealer, RIA, custodian, platform, or wirehouse channels.
- Familiarity with HubSpot or comparable CRM systems.
- Experience helping scale a growing sales organization.
- Strong understanding of sales process design, field coaching, and advisor deal manage
Base Salary: $150,000 + Commission
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.
- 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
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