Director of Key Accounts

Potomac•Bethesda, MD

3h•$140,000 - $165,000•Onsite

About The Position

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. This is a high-impact, strategic role supporting our mutual funds, ETFs, and SMA offerings. This role is 100% onsite in Bethesda, MD. 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.

Requirements

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.

Nice To Haves

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.

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.