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Sales Desk Manager

Potomac · Bethesda, MD, United States · On Site · Active · $120,000–$300,000 / year · Rippling ATS

Job facts

FieldValue
CompanyPotomac
TitleSales Desk Manager
Normalized title-
Department / teamInternal Sales
LocationBethesda, MD, United States
Work modelOn Site
Employment typeFull Time
Salary$120,000–$300,000 / year
Statusactive
ATS providerRippling ATS
Posted / first seen2026-02-17 / 2026-05-29
Changed / last seen2026-06-06 / 2026-06-06

Related slices

PageWhat it containsOpen
Company jobsActive postings from Potomac.Open
Company breakdownsRole, location, ATS, and work model facets for this company.Open
ATS provider jobsActive postings observed through Rippling ATS.Open
Provider filtered searchThe same provider as a filtered job collection.Open
City jobsActive postings in Bethesda.Open
Department jobsActive postings in Internal Sales.Open
Work model jobsActive On Site postings.Open
Lifecycle eventsOpen, update, close, and reopen events for this posting.Open
Original postingCanonical source or apply URL captured from the ATS.Open

Linked records

CompanyPotomac
Source8021b6c5-c7b1-4043-a8cc-b6bf08be9b22
ATS providerRippling 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 ID95218b6bd34a1d21fe1aeb0fc73a3874be5a8136
Org IDcc487d51-21c2-40c3-8343-bfdc696f505f
Source ID8021b6c5-c7b1-4043-a8cc-b6bf08be9b22
Board ID8021b6c5-c7b1-4043-a8cc-b6bf08be9b22
Providerrippling
Provider Job Key955878e2-7c2b-4fac-8d79-d0e2db315094
TitleSales Desk Manager
Normalized Title
Statusactive
Activeyes
Location TextBethesda, MD, United States
DepartmentInternal Sales
Team
Employment Typefull_time
Workplace Typeon_site
Remote Policy
CountryUnited States
RegionMD
CityBethesda
Salary RawUSD 120000-300000 YEAR
Salary Min120,000
Salary Max300,000
Salary CurrencyUSD
Salary Periodyear
Source URLhttps://ats.rippling.com/potomac/jobs/955878e2-7c2b-4fac-8d79-d0e2db315094
Apply URLhttps://ats.rippling.com/potomac/jobs/955878e2-7c2b-4fac-8d79-d0e2db315094
First Seen At2026-05-29 07:10:17Z
Last Seen At2026-06-06 08:44:40Z
Last Checked At2026-06-06 08:44:40Z
Last Changed At2026-06-06 08:44:40Z
Inactive At
Source Posted At2026-02-17 21:22:19Z
Source Updated At
Raw Payload Uris3://job-postings-prod-raw-590183727216/raw/provider=rippling/board=potomac/date=2026-06-06/2026-06-06T08-44-38-974Z-1a9b46e212a1fbb80a2529948fd3513f489ebe35058c75bcd17abc5e9e6c69e0.json
Event Fields
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  "last_changed_at": "2026-06-06T08:44:40.095Z",
  "active_status": "active"
}
Parsed Structured
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Extensions
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Native Structured
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      "role": "<meta><h6 style=\"font-family:&quot;Basel Grotesk&quot;,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;\">&nbsp;</span></h6><p style=\"font-family:&quot;Basel Grotesk&quot;,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:&quot;Basel Grotesk&quot;,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:&quot;Basel Grotesk&quot;,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:&quot;Basel Grotesk&quot;,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;\">&nbsp;</span></h6><p style=\"font-family:&quot;Basel Grotesk&quot;,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 &amp; Team Development</strong></b></p><ul data-pattern=\"discCircleSquare\" data-depth=\"1\" style=\"font-family:&quot;Basel Grotesk&quot;,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:&quot;Basel Grotesk&quot;,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 &amp; Activity Management</strong></b></p><ul data-pattern=\"discCircleSquare\" data-depth=\"1\" style=\"font-family:&quot;Basel Grotesk&quot;,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:&quot;Basel Grotesk&quot;,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 &amp; Team Collaboration</strong></b></p><ul data-pattern=\"discCircleSquare\" data-depth=\"1\" style=\"font-family:&quot;Basel Grotesk&quot;,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:&quot;Basel Grotesk&quot;,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 &amp; Scalability</strong></b></p><ul data-pattern=\"discCircleSquare\" data-depth=\"1\" style=\"font-family:&quot;Basel Grotesk&quot;,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:&quot;Basel Grotesk&quot;,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;\">&nbsp;</span></h6><ul data-pattern=\"discCircleSquare\" data-depth=\"1\" style=\"font-family:&quot;Basel Grotesk&quot;,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:&quot;Basel Grotesk&quot;,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:&quot;Basel Grotesk&quot;,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:&quot;Basel Grotesk&quot;,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:&quot;Basel Grotesk&quot;,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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