Director of Advisor Solutions

Potomac • Bethesda, MD

6d • $145,000 - $165,000

About The Position

As the Director of Advisor Solutions, you will turn Potomac’s platform capabilities into funded advisor relationships. You will lead how advisors understand, adopt, and fund Potomac’s Union and Guardrails platform. This involves running discovery, demos, training, solution design, due diligence, and managing 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 role turns a complex platform into clear recommendations, confident adoption, and funded advisor relationships.

Requirements

• Understand advisor operating models across platform, custody, portfolio construction, reporting, planning, client portal, service model, and client experience.
• Ability to spot the workflow that needs to change and explain it clearly.
• Experience in consultative, education-led selling.
• Motivated by building the sales motion, owning advisor/AUM outcomes, and creating scalable playbooks.
• Deep TAMP/RIA knowledge.
• Strong advisor-workflow fluency.
• Ability to run technical discovery, demos, group training, and internal enablement.
• Series 65/66 required.
• Intellectually Curious — continuously masters an evolving platform to stay ahead of prospect questions.
• Transparency — states fee schedule, custody limits, and “coming soon” status exactly as written; never oversells (no guaranteed-performance promises, no calling SDBA “free,” no representing direct indexing as live).
• Keep It Simple — condenses a genuinely complex platform into the “Union is what simple looks like” narrative for a business owner, not a technologist.
• Responsiveness — fast, disciplined follow-through on every jointly-routed lead; weekly cadence, not ad hoc.
• Get Shit Done — this is a Foundation-phase hire: the playbook doesn't exist yet and this seat builds it.
• Attention to Detail — precise on compliance-sensitive language given Potomac's SEC-registered RIA status.

Nice To Haves

• Become certified as the Union and Guardrails SME and independently run live advisor discovery and demo sessions.
• Deliver Guardrails Analytics training for an advisor group and Potomac Sales, with reusable enablement materials.
• Launch a weekly Core Union pipeline cadence in CRM covering activity, owner, stage, next action, expected AUM, implementation status, and blockers.
• Send leadership the first advisor-feedback memo with workflow gaps, training needs, enablement ideas, and platform recommendations.

Responsibilities

• Be the platform expert — lead advisor discovery, Union demos, Guardrails Analytics presentations, due diligence, and solution design.
• Train advisors and Sales — build and deliver practical training, demos, talk tracks, FAQs, and enablement materials for Union and Guardrails.
• Own the pipeline signal — keep CRM activity, next steps, expected AUM, blockers, owner, stage, and implementation status accurate and current.
• 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.

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

What This Job Offers

• Job Type: Full-time
• Career Level: Director
• Education Level: No Education Listed