Strategic Key Accounts Director – Growth & Partnerships

Potomac; Bethesda (MD); On-site; USD 140,000 - 165,000; Full time

Benefits offered by this job

Medical insurance

Vision insurance

Health savings account option

401(k) & retirement benefits

Paid maternity leave

Paid paternity leave

Disability insurance

Paid time off

Job summary

Potomac, headquartered in Bethesda, MD, seeks a Director of Key Accounts to lead and expand relationships with national distribution partners including Broker-Dealers, RIAs, Wirehouses, and TAMPs. This onsite role focuses on driving net flows, product placement, and strategic planning for funds, ETFs, and SMAs.

Travel 40–60% as needed to build partnerships and growth. The role requires 5–10 years in Key Accounts, Series 7/SIE/63/65/66, and strong negotiation and analytical skills.

Qualifications

• 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%).

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.

Skills

Relationship management

Analytical mindset

Strategic thinking

Negotiation

Education

Series 7, SIE, 63, 65 or 66

Tools

HubSpot

Teamwork

Job description

Potomac, headquartered in Bethesda, MD, seeks a Director of Key Accounts to lead and expand relationships with national distribution partners including Broker-Dealers, RIAs, Wirehouses, and TAMPs. This onsite role focuses on driving net flows, product placement, and strategic planning for funds, ETFs, and SMAs.

Travel 40–60% as needed to build partnerships and growth. The role requires 5–10 years in Key Accounts, Series 7/SIE/63/65/66, and strong negotiation and analytical skills.