Advisor Platform Growth Director

Rippling, Inc.; Bethesda (MD); On-site; USD 145,000 - 165,000; Full time

Job summary

Potomac, headquartered in Bethesda, MD, seeks a Director of Advisor Solutions to turn our platform capabilities into funded advisor relationships. You’ll lead discovery, demos, training, due diligence, and the handoff from evaluation to onboarding and launch.

You will drive growth by engaging advisors, expanding platform reach, and delivering practical training for Union and Guardrails. Strong CRM discipline and Series 65/66 are required.

Qualifications

• Extensive experience selling TAMP/advisor solutions to RIAs and broker-dealers.
• Proven ability to convert platform capabilities into funded relationships.
• Experience delivering advisor-focused training and enablement.

Responsibilities

• Be the platform expert for Union and Guardrails within advisor channels.
• Spearhead growth by identifying opportunities and presenting benefits at events.
• Train advisors and sales teams with practical demos and FAQs.
• Own and manage the pipeline with CRM discipline and accurate AUM projections.
• Launch funded advisor relationships in collaboration with Operations.
• Capture field feedback and drive product/strategy improvements.

Skills

TAMP sales

Advisor relationships

CRM management

Training delivery

Strategic thinking

Education

Series 65/66

Tools

CRM (Salesforce)

Job description

Potomac, headquartered in Bethesda, MD, seeks a Director of Advisor Solutions to turn our platform capabilities into funded advisor relationships. You’ll lead discovery, demos, training, due diligence, and the handoff from evaluation to onboarding and launch.

You will drive growth by engaging advisors, expanding platform reach, and delivering practical training for Union and Guardrails. Strong CRM discipline and Series 65/66 are required.