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Director of Internal Sales

Date Posted: May 18, 2026
Yearly: USD - USD
Job is expired

Job Detail

  • location_on
    Location Bethesda, Maryland and Grand Kru, United States of America
  • desktop_windows
    Job Type: Permanent
  • schedule
    Shift:
  • analytics
    Career Level:
  • group
    Positions:
  • calendar_view_day
    Experience:
  • male
    Gender: No Preference
  • school
    Degree:
  • calendar_month
    Apply Before: Jun 18, 2026
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Job Description

Overview

The Director of Internal Sales at Potomac will lead a high-performing internal sales team to support national distribution across mutual funds, ETFs, and SMAs. This leadership role involves establishing performance standards and driving engagement metrics to contribute to the company's growth in asset management.

Key responsibilities

  • Recruit, hire, train, and coach internal wholesalers and sales associates
  • Establish and enforce measurable performance standards for calls and meetings
  • Conduct regular one-on-ones and call coaching sessions
  • Implement structured outbound call programs targeting advisors
  • Monitor daily call activity and CRM usage
  • Track and report key performance indicators including calls and net flows
  • Ensure alignment between internal and external wholesalers
  • Collaborate with various departments to streamline sales processes
  • Develop scalable sales playbooks and training materials

Required skills

  • 5-10+ years of experience in asset management sales
  • Prior experience leading or mentoring internal wholesalers
  • Understanding of mutual fund, ETF, and SMA distribution channels
  • Knowledge of IBD, RIA, Wirehouse, and regional broker-dealer ecosystems
  • Strong analytical skills and CRM fluency
  • FINRA Series 7 and 63/65 or 66 required, with Series 24 preferred

What the company offers

  • Competitive base salary plus incentive compensation
  • Clear path for long-term leadership growth within distribution
  • Benefits including medical, vision, dental insurance, and 401(k)
  • Paid maternity and paternity leave
  • Commuter benefits and paid time off

Skills Required

Company Overview

Potomac
Bethesda, Maryland and Grand Kru, United States of America
0 Current Jobs Openings

Potomac is a boutique tactical asset manager specializing in serving the independent broker-dealer and RIA channel. We pride ourselves on attracting individuals who think critically and execute with urgency, aligning with our institutional-grade inve... Read More

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