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 important distribution partners that include Broker-Dealers, RIAs, Wirehouses, and national TAMPs and custom platforms. This is a high-impact, strategic role supporting our mutual funds, ETFs, and SMA offerings.

• 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 Hub Spot to validate and share ROI for decision making on conferences and partnerships.
• Run all onboarding projects through Teamwork.

• An excellent relationship manager with comfort engaging senior executives.
• Have an analytical mindset with strong financial acumen.
• A detail oriented strategic thinker who understands the big picture and never misses the small stuff.

• 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%) for both conference attendance and direct face-to-face business building with firms and platforms.

• Experience managing relationships with Broker-Dealers, RIAs, and TAMPs at a national level.
• Strong negotiation skills and experience with selling agreements.
• Proficiency in CRM tools (Hub Spot) and project management platforms (Teamwork).
• Ability to analyze data and provide actionable insights for growth strategies.

• Expand and deepen relationships with key distribution partners to drive net flows and revenue growth.
• Secure product placement and model inclusion across major platforms.
• Develop and execute strategic business plans for national accounts.
• Maintain accurate documentation and ROI tracking for conferences and partnerships.
• Ensure compliance with all regulatory requirements while driving business development initiatives.

Potomac is not your typical asset manager. We cut through the industry BS with brutal transparency and an obsession with execution. Ifyou’relooking for a slow pace and low volume, thisisn’tfor you.

If you want to drive, build, and scale, this is your shot.

• 401(k) & other retirement benefits
• Health savings account option
• Paid time off
• Disability insurance
• Parental leave

The pay range for this role is:

120, USD per year (Potomac HQ)