Teams at Potomac Fund Management, Inc.

Leads Potomac’s External Sales team by managing KPIs, territories, pipelines, advisor engagement, and revenue performance. Coaches external sales professionals through field travel, prospecting, opportunity management, and sales execution. Oversees CRM standards, reporting, territory rotations, onboarding, and performance accountability while partnering with marketing, revenue operations, portfolio management, compliance, and other teams to drive growth.

The External Wholesaler will grow Potomac’s mutual fund and tactical investment business among independent broker-dealers and RIAs across Florida and Mississippi. Responsibilities include territory sales, advisor relationship management, consultative presentations, travel, business planning with an internal wholesaler, CRM administration, compliance, and achieving regional sales goals.

The Director of Investor Relations represents Potomac’s investment strategies to advisors, consultants, family offices, institutional investors, and due diligence teams. Responsibilities include presenting research, supporting fundraising and business development, developing thought leadership content, responding to prospects and clients, and collaborating on investment products. The role requires strong financial-market knowledge, communication skills, investment research experience, and 7+ years in asset management, investor relations, institutional sales, consulting, or related fields.