Potomac, headquartered in Bethesda, MD, seeks a Director of Advisor Solutions to turn our platform capabilities into funded advisor relationships. You’ll lead discovery, demos, training, due diligence, and the handoff from evaluation to onboarding and launch.
You will drive growth by engaging advisors, expanding platform reach, and delivering practical training for Union and Guardrails. Strong CRM discipline and Series 65/66 are required.
#J-18808-LjbffrAdvisor Platform Growth Director in bethesda at Unknown Company
This position is listed as full time and onsite.