potomac
Open positions
Director of External Sales
Summary The Director of Externals leads Potomac’s External Sales team with a focus on field execution, advisor engagement, territory performance, and consistent adoption of the firm’s sales process, CRM standards, and…
Director of Key Accounts
Summary Are you passionate about building strategic relationships and driving growth within the investment management industry? We are seeking a Director of Key Accounts to lead and expand relationships with our most…
Director of Advisor Solutions
As the Director of Advisor solutions, you will turn Potomac’s platform capabilities into funded advisor relationships. SEAT PURPOSE Lead growth efforts by helping advisors understand, adopt, and fund Potomac’s Union…
Chief Revenue Officer
Summary The Chief Revenue Officer is responsible for building and leading Potomac's revenue organization. Reporting directly to the CEO, the CRO will align sales leadership, business development, distribution strategy,…
Digital Marketing Strategist (Paid Media)
As we continue our aggressive growth trajectory, we are looking for a Digital Marketing Strategist (Paid Media) who can help accelerate brand awareness, lead generation, and advisor engagement through highly targeted,…
Project Manager
Summary We’re looking for a Project Manager who is a strategic leader and brings value through strong organizational skills. The ideal candidate takes pride in executing projects and building scalable systems for our…
Director of Go-to-Market Operations
We are seeking a Director of Go-To-Market Operations (GTM Ops) to own the systems, data, processes, and enablement that power Potomac's revenue engine. This role is responsible for ensuring that HubSpot and the broader…
Full-Stack Developer (100% On-Site | Contract-to-Hire)
Summary Potomac is continuing to invest in modern data and AI capabilities to support our growing business. We are seeking a Full Stack Developer with 3–4 years of fintech experience who enjoys building data-driven…