Advisor Solutions Director: Growth & Adoption

Potomac; Bethesda (MD); On-site; USD 145,000 - 165,000; Full time

Benefits offered by this job

Medical insurance

Vision insurance

Health savings account option

401(k) & other retirement benefits

Paid maternity leave

Paid paternity leave

Disability insurance

Paid time off

Job summary

Potomac is seeking a Director of Advisor Solutions in Bethesda, MD to convert the platform into funded advisor relationships. You will lead discovery, demos, training, and solution design for Union and Guardrails, while driving growth and adoption across the advisor channel.

Ideal candidates have deep TAMP/RIA knowledge, strong advisory workflow fluency, and the ability to run virtual and in-person sessions. Series 65/66 is required; salary range is $145,000–$165,000 with discretionary bonus.

Qualifications

• Experience selling to advisors and navigating long sales cycles within the TAMP/RIA space.
• Ability to turn a complex platform into clear, actionable advisor recommendations.
• Strong presentation, discovery, and enablement skills for demos and training.

Responsibilities

• Lead advisor discovery, product demos, and solution design for Union and Guardrails.
• Identify opportunities, build a business plan, and expand platform reach to advisors.
• Train advisors and Potomac Sales teams with practical materials and playbooks.
• Maintain CRM activity, track stages, and manage AUM projections through funding and launch.
• Coordinate with Operations to resolve training needs and launch blockers.
• Capture feedback and propose platform improvements to Sales, Operations, and leadership.

Skills

TAMP/RIA knowledge

Advisor sales process

CRM proficiency

Education

Series 65/66

Tools

CRM software

Job description

Potomac is seeking a Director of Advisor Solutions in Bethesda, MD to convert the platform into funded advisor relationships. You will lead discovery, demos, training, and solution design for Union and Guardrails, while driving growth and adoption across the advisor channel.

Ideal candidates have deep TAMP/RIA knowledge, strong advisory workflow fluency, and the ability to run virtual and in-person sessions. Series 65/66 is required; salary range is $145,000–$165,000 with discretionary bonus.