Home › Companies › Potomac › Sales Desk Manager
Sales Desk Manager
Potomac · Bethesda, MD, United States · On Site · Active · $120,000–$300,000 / year · Rippling ATS
Job facts
| Field | Value |
|---|---|
| Company | Potomac |
| Title | Sales Desk Manager |
| Normalized title | - |
| Department / team | Internal Sales |
| Location | Bethesda, MD, United States |
| Work model | On Site |
| Employment type | Full Time |
| Salary | $120,000–$300,000 / year |
| Status | active |
| ATS provider | Rippling ATS |
| Posted / first seen | 2026-02-17 / 2026-05-29 |
| Changed / last seen | 2026-06-06 / 2026-06-06 |
Related slices
| Page | What it contains | Open |
|---|---|---|
| Company jobs | Active postings from Potomac. | Open |
| Company breakdowns | Role, location, ATS, and work model facets for this company. | Open |
| ATS provider jobs | Active postings observed through Rippling ATS. | Open |
| Provider filtered search | The same provider as a filtered job collection. | Open |
| City jobs | Active postings in Bethesda. | Open |
| Department jobs | Active postings in Internal Sales. | Open |
| Work model jobs | Active On Site postings. | Open |
| Lifecycle events | Open, update, close, and reopen events for this posting. | Open |
| Original posting | Canonical source or apply URL captured from the ATS. | Open |
Linked records
| Company | Potomac |
| Source | 8021b6c5-c7b1-4043-a8cc-b6bf08be9b22 |
| ATS provider | Rippling ATS |
Description
company
The Opportunity At Potomac, we’re not for everyone—and that’s by design. We attract people who think critically, communicate clearly, and execute with urgency. People who care deeply about their work and don’t need handholding to make things happen.
We’re a boutique tactical asset manager with a differentiated product that serves the independent broker-dealer and RIA channel
Headquartered in Bethesda, MD, we combine institutional-grade investment expertise with a quantitative process that is Built to Conquer Risk ®.
role
Summary The Director of Internal Sales is responsible for building, developing, and leading a high-performing internal sales team that supports national distribution across mutual funds, ETFs, and SMAs. This role owns internal sales activity standards, performance metrics, and CRM discipline while ensuring tight alignment between internal and external wholesalers. Success in this role is defined by improved outbound engagement, stronger meeting conversion, and consistent net flow growth.
This is a meaningful leadership role within our sales organization, not a maintenance position. The individual in this role will be expected to raise standards, drive disciplined execution, and help shape the next phase of growth across our national distribution effort.
The ideal candidate has successfully led internal wholesalers before and understands how daily activity translates into advisor meetings, pipeline development, and measurable asset growth.
Key Responsibilities Sales Leadership & Team Development
Recruit, hire, train, and coach internal wholesalers and sales associates Establish and enforce measurable performance standards for calls, meetings set, pipeline growth, and asset flows Conduct regular one-on-ones, call coaching sessions, and territory reviews Develop clear career paths for internals progressing into external wholesaling roles Foster a competitive, accountable, and team-oriented sales culture Sales Execution & Activity Management
Implement structured outbound call programs targeting advisors, home offices, and model gatekeepers Monitor daily call activity, contact quality, CRM usage, and follow-up cadence Drive proactive opportunity identification across existing and prospective advisor relationships Track and report key performance indicators including calls, appointments set, meetings held, pipeline conversion, and net flows Stakeholder & Team Collaboration
Ensure tight alignment between internal and external wholesalers for coordinated territory coverage Partner with the National Sales Manager on territory strategy, segmentation, and coverage design Collaborate closely with Marketing, Product, Compliance, and Operations to streamline sales execution Support conference follow-up campaigns and targeted advisor initiatives Cross-Functional Engagement & Scalability
Ensure consistent messaging across product positioning, market commentary, and sales campaigns Help develop scalable sales playbooks, training materials, and onboarding frameworks Oversee call campaigns tied to new product launches, model approvals, and platform expansions Ensure CRM integrity, reporting accuracy, and dashboard visibility across the sales organization Qualifications 5–10+ years of experience in asset management sales (internal wholesaling, external wholesaling, or sales leadership) Prior experience leading or mentoring internal wholesalers strongly preferred Deep understanding of mutual fund, ETF, and SMA distribution channels Knowledge of IBD, RIA, Wirehouse, and regional broker-dealer ecosystems Demonstrated track record of driving asset growth through disciplined activity management Strong analytical skills and CRM fluency (Salesforce, HubSpot, or similar platforms) FINRA Series 7 and 63/65 or 66 required with Series 24 preferred Why Join Us Growing asset manager with an expanding national distribution footprint Entrepreneurial culture with direct access to senior leadership Opportunity to build and shape the internal sales organization Competitive base salary plus incentive compensation Clear path for long-term leadership growth within distribution
Potomac is not your typical asset manager. We cut through the industry BS with brutal transparency and an obsession with execution. If you’re looking for a slow pace and low volume, this isn’t for you.
If you want to drive, build, and scale, this is your shot.
Benefits: Medical insurance Vision insurance Dental insurance Health savings account option 401(k) & other retirement benefits Paid maternity leave Paid paternity leave Commuter benefits Disability insurance Paid time off
Full job record
| Job ID | 95218b6bd34a1d21fe1aeb0fc73a3874be5a8136 |
| Org ID | cc487d51-21c2-40c3-8343-bfdc696f505f |
| Source ID | 8021b6c5-c7b1-4043-a8cc-b6bf08be9b22 |
| Board ID | 8021b6c5-c7b1-4043-a8cc-b6bf08be9b22 |
| Provider | rippling |
| Provider Job Key | 955878e2-7c2b-4fac-8d79-d0e2db315094 |
| Title | Sales Desk Manager |
| Normalized Title | — |
| Status | active |
| Active | yes |
| Location Text | Bethesda, MD, United States |
| Department | Internal Sales |
| Team | — |
| Employment Type | full_time |
| Workplace Type | on_site |
| Remote Policy | — |
| Country | United States |
| Region | MD |
| City | Bethesda |
| Salary Raw | USD 120000-300000 YEAR |
| Salary Min | 120,000 |
| Salary Max | 300,000 |
| Salary Currency | USD |
| Salary Period | year |
| Source URL | https://ats.rippling.com/potomac/jobs/955878e2-7c2b-4fac-8d79-d0e2db315094 |
| Apply URL | https://ats.rippling.com/potomac/jobs/955878e2-7c2b-4fac-8d79-d0e2db315094 |
| First Seen At | 2026-05-29 07:10:17Z |
| Last Seen At | 2026-06-06 08:44:40Z |
| Last Checked At | 2026-06-06 08:44:40Z |
| Last Changed At | 2026-06-06 08:44:40Z |
| Inactive At | — |
| Source Posted At | 2026-02-17 21:22:19Z |
| Source Updated At | — |
| Raw Payload Uri | s3://job-postings-prod-raw-590183727216/raw/provider=rippling/board=potomac/date=2026-06-06/2026-06-06T08-44-38-974Z-1a9b46e212a1fbb80a2529948fd3513f489ebe35058c75bcd17abc5e9e6c69e0.json |
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"role": "<meta><h6 style=\"font-family:"Basel Grotesk",Arial,sans-serif;line-height:1.6;font-size:13pt;font-weight:600;letter-spacing:0.25px;margin-top:8px;margin-bottom:4px;padding-left:0px;\"><b><strong style=\"white-space:pre-wrap;\">Summary</strong></b><span style=\"white-space:pre-wrap;\"> </span></h6><p style=\"font-family:"Basel Grotesk",Arial,sans-serif;font-size:12pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;\"><span style=\"font-size:12pt;white-space:pre-wrap;\">The Director of Internal Sales is responsible for building, developing, and leading a high-performing internal sales team that supports national distribution across mutual funds, ETFs, and SMAs. This role owns internal sales activity standards, performance metrics, and CRM discipline while ensuring tight alignment between internal and external wholesalers. Success in this role is defined by improved outbound engagement, stronger meeting conversion, and consistent net flow growth.</span></p><p style=\"font-family:"Basel Grotesk",Arial,sans-serif;font-size:12pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;\"><span style=\"font-size:12pt;white-space:pre-wrap;\">This is a meaningful leadership role within our sales organization, not a maintenance position. The individual in this role will be expected to raise standards, drive disciplined execution, and help shape the next phase of growth across our national distribution effort. </span></p><p style=\"font-family:"Basel Grotesk",Arial,sans-serif;font-size:12pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;\"><span style=\"font-size:12pt;white-space:pre-wrap;\">The ideal candidate has successfully led internal wholesalers before and understands how daily activity translates into advisor meetings, pipeline development, and measurable asset growth.</span></p><h6 style=\"font-family:"Basel Grotesk",Arial,sans-serif;line-height:1.6;font-size:13pt;font-weight:600;letter-spacing:0.25px;margin-top:8px;margin-bottom:4px;padding-left:0px;\"><b><strong style=\"white-space:pre-wrap;\">Key Responsibilities</strong></b><span style=\"white-space:pre-wrap;\"> </span></h6><p style=\"font-family:"Basel Grotesk",Arial,sans-serif;font-size:12pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;\"><b><strong style=\"font-size:12pt;white-space:pre-wrap;\">Sales Leadership & Team Development</strong></b></p><ul data-pattern=\"discCircleSquare\" data-depth=\"1\" style=\"font-family:"Basel Grotesk",Arial,sans-serif;font-size:11pt;font-weight:400;margin:8px 0px;line-height:1.6;padding:0px 0px 0px 32px;list-style-type:disc;\"><li style=\"font-size:12pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;\"><span style=\"font-size:12pt;white-space:pre-wrap;\">Recruit, hire, train, and coach internal wholesalers and sales associates</span></li><li style=\"font-size:12pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;\"><span style=\"font-size:12pt;white-space:pre-wrap;\">Establish and enforce measurable performance standards for calls, meetings set, pipeline growth, and asset flows</span></li><li style=\"font-size:12pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;\"><span style=\"font-size:12pt;white-space:pre-wrap;\">Conduct regular one-on-ones, call coaching sessions, and territory reviews</span></li><li style=\"font-size:12pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;\"><span style=\"font-size:12pt;white-space:pre-wrap;\">Develop clear career paths for internals progressing into external wholesaling roles</span></li><li style=\"font-size:12pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;\"><span style=\"font-size:12pt;white-space:pre-wrap;\">Foster a competitive, accountable, and team-oriented sales culture</span></li></ul><p style=\"font-family:"Basel Grotesk",Arial,sans-serif;font-size:12pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;\"><b><strong style=\"font-size:12pt;white-space:pre-wrap;\">Sales Execution & Activity Management</strong></b></p><ul data-pattern=\"discCircleSquare\" data-depth=\"1\" style=\"font-family:"Basel Grotesk",Arial,sans-serif;font-size:11pt;font-weight:400;margin:8px 0px;line-height:1.6;padding:0px 0px 0px 32px;list-style-type:disc;\"><li style=\"font-size:12pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;\"><span style=\"font-size:12pt;white-space:pre-wrap;\">Implement structured outbound call programs targeting advisors, home offices, and model gatekeepers</span></li><li style=\"font-size:12pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;\"><span style=\"font-size:12pt;white-space:pre-wrap;\">Monitor daily call activity, contact quality, CRM usage, and follow-up cadence</span></li><li style=\"font-size:12pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;\"><span style=\"font-size:12pt;white-space:pre-wrap;\">Drive proactive opportunity identification across existing and prospective advisor relationships</span></li><li style=\"font-size:12pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;\"><span style=\"font-size:12pt;white-space:pre-wrap;\">Track and report key performance indicators including calls, appointments set, meetings held, pipeline conversion, and net flows</span></li></ul><p style=\"font-family:"Basel Grotesk",Arial,sans-serif;font-size:12pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;\"><b><strong style=\"font-size:12pt;white-space:pre-wrap;\">Stakeholder & Team Collaboration</strong></b></p><ul data-pattern=\"discCircleSquare\" data-depth=\"1\" style=\"font-family:"Basel Grotesk",Arial,sans-serif;font-size:11pt;font-weight:400;margin:8px 0px;line-height:1.6;padding:0px 0px 0px 32px;list-style-type:disc;\"><li style=\"font-size:12pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;\"><span style=\"font-size:12pt;white-space:pre-wrap;\">Ensure tight alignment between internal and external wholesalers for coordinated territory coverage</span></li><li style=\"font-size:12pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;\"><span style=\"font-size:12pt;white-space:pre-wrap;\">Partner with the National Sales Manager on territory strategy, segmentation, and coverage design</span></li><li style=\"font-size:12pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;\"><span style=\"font-size:12pt;white-space:pre-wrap;\">Collaborate closely with Marketing, Product, Compliance, and Operations to streamline sales execution</span></li><li style=\"font-size:12pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;\"><span style=\"font-size:12pt;white-space:pre-wrap;\">Support conference follow-up campaigns and targeted advisor initiatives</span></li></ul><p style=\"font-family:"Basel Grotesk",Arial,sans-serif;font-size:12pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;\"><b><strong style=\"font-size:12pt;white-space:pre-wrap;\">Cross-Functional Engagement & Scalability</strong></b></p><ul data-pattern=\"discCircleSquare\" data-depth=\"1\" style=\"font-family:"Basel Grotesk",Arial,sans-serif;font-size:11pt;font-weight:400;margin:8px 0px;line-height:1.6;padding:0px 0px 0px 32px;list-style-type:disc;\"><li style=\"font-size:12pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;\"><span style=\"font-size:12pt;white-space:pre-wrap;\">Ensure consistent messaging across product positioning, market commentary, and sales campaigns</span></li><li style=\"font-size:12pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;\"><span style=\"font-size:12pt;white-space:pre-wrap;\">Help develop scalable sales playbooks, training materials, and onboarding frameworks</span></li><li style=\"font-size:12pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;\"><span style=\"font-size:12pt;white-space:pre-wrap;\">Oversee call campaigns tied to new product launches, model approvals, and platform expansions</span></li><li style=\"font-size:12pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;\"><span style=\"font-size:12pt;white-space:pre-wrap;\">Ensure CRM integrity, reporting accuracy, and dashboard visibility across the sales organization</span></li></ul><h6 style=\"font-family:"Basel Grotesk",Arial,sans-serif;line-height:1.6;font-size:13pt;font-weight:600;letter-spacing:0.25px;margin-top:8px;margin-bottom:4px;padding-left:0px;\"><b><strong style=\"white-space:pre-wrap;\">Qualifications</strong></b><span style=\"white-space:pre-wrap;\"> </span></h6><ul data-pattern=\"discCircleSquare\" data-depth=\"1\" style=\"font-family:"Basel Grotesk",Arial,sans-serif;font-size:11pt;font-weight:400;margin:8px 0px;line-height:1.6;padding:0px 0px 0px 32px;list-style-type:disc;\"><li style=\"font-size:12pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;\"><span style=\"font-size:12pt;white-space:pre-wrap;\">5–10+ years of experience in asset management sales (internal wholesaling, external wholesaling, or sales leadership)</span></li><li style=\"font-size:12pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;\"><span style=\"font-size:12pt;white-space:pre-wrap;\">Prior experience leading or mentoring internal wholesalers strongly preferred</span></li><li style=\"font-size:12pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;\"><span style=\"font-size:12pt;white-space:pre-wrap;\">Deep understanding of mutual fund, ETF, and SMA distribution channels</span></li><li style=\"font-size:12pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;\"><span style=\"font-size:12pt;white-space:pre-wrap;\">Knowledge of IBD, RIA, Wirehouse, and regional broker-dealer ecosystems</span></li><li style=\"font-size:12pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;\"><span style=\"font-size:12pt;white-space:pre-wrap;\">Demonstrated track record of driving asset growth through disciplined activity management</span></li><li style=\"font-size:12pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;\"><span style=\"font-size:12pt;white-space:pre-wrap;\">Strong analytical skills and CRM fluency (Salesforce, HubSpot, or similar platforms)</span></li><li style=\"font-size:12pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;\"><span style=\"font-size:12pt;white-space:pre-wrap;\">FINRA Series 7 and 63/65 or 66 required with Series 24 preferred</span></li></ul><h6 style=\"font-family:"Basel Grotesk",Arial,sans-serif;line-height:1.6;font-size:13pt;font-weight:600;letter-spacing:0.25px;margin-top:8px;margin-bottom:4px;padding-left:0px;\"><span style=\"font-size:12pt;white-space:pre-wrap;\">Why Join Us</span></h6><ul data-pattern=\"discCircleSquare\" data-depth=\"1\" style=\"font-family:"Basel Grotesk",Arial,sans-serif;font-size:11pt;font-weight:400;margin:8px 0px;line-height:1.6;padding:0px 0px 0px 32px;list-style-type:disc;\"><li style=\"font-size:12pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;\"><span style=\"font-size:12pt;white-space:pre-wrap;\">Growing asset manager with an expanding national distribution footprint</span></li><li style=\"font-size:12pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;\"><span style=\"font-size:12pt;white-space:pre-wrap;\">Entrepreneurial culture with direct access to senior leadership</span></li><li style=\"font-size:12pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;\"><span style=\"font-size:12pt;white-space:pre-wrap;\">Opportunity to build and shape the internal sales organization</span></li><li style=\"font-size:12pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;\"><span style=\"font-size:12pt;white-space:pre-wrap;\">Competitive base salary plus incentive compensation</span></li><li style=\"font-size:12pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;\"><span style=\"font-size:12pt;white-space:pre-wrap;\">Clear path for long-term leadership growth within distribution</span></li></ul><p style=\"font-family:"Basel Grotesk",Arial,sans-serif;font-size:12pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;\"><br></p><p style=\"font-family:"Basel Grotesk",Arial,sans-serif;font-size:12pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;\"><span style=\"font-size:12pt;white-space:pre-wrap;\">Potomac is not your typical asset manager. We cut through the industry BS with brutal transparency and an obsession with execution. 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