Director of Investor Relations - Strategic Growth

Potomac; Bethesda (MD); On-site; USD 140,000 - 230,000; Full time

Job summary

Potomac, headquartered in Bethesda, MD, seeks a Director of Investor Relations to bridge investment management, product development, and business development. You will present to advisors, consultants, family offices, and institutional allocators, turning sophisticated research into relationships.

This is a full-time, on-site position in Bethesda, MD. You will lead communications on tax-loss harvesting, direct indexing, and hedge fund strategies, building strong client relationships and shaping

Qualifications

• 7+ years in Portfolio Management, Investment Research, IR, or related fields.
• Strong presentation skills and executive presence.
• Excellent written and verbal communication.
• Experience presenting to investment committees, boards, or allocators.
• Experience using AI tools to improve research and productivity.

Responsibilities

• Serve as subject matter expert for Potomac's tax-loss harvesting, direct indexing, and hedge fund strategies.
• Participate in meetings with advisors, consultants, family offices, institutional investors, and due diligence teams.
• Present investment research and portfolio insights to internal and external audiences.
• Support fundraising, business development, and strategic growth initiatives.
• Develop presentations, white papers, market commentary, and educational content.
• Respond to client and prospect inquiries and help deepen existing relationships.
• Collaborate with portfolio managers and researchers on new products and investment solutions.

Skills

Presentation skills

Written and verbal communication

AI tools experience

Tools

AI tools

Job description

Potomac, headquartered in Bethesda, MD, seeks a Director of Investor Relations to bridge investment management, product development, and business development. You will present to advisors, consultants, family offices, and institutional allocators, turning sophisticated research into relationships.

This is a full-time, on-site position in Bethesda, MD. You will lead communications on tax-loss harvesting, direct indexing, and hedge fund strategies, building strong client relationships and shaping