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The Chief Revenue Officer will lead and scale Potomac’s revenue organization across broker-dealer, RIA, TAMP, platform, and strategic partner channels. Responsibilities include owning revenue and asset growth, managing internal and external sales teams, developing distribution strategy, improving sales processes, overseeing revenue operations and CRM strategy, strengthening forecasting and pipeline visibility, and partnering with marketing, portfolio management, operations, client service, and compliance.

Develop and optimize full-funnel paid media campaigns across LinkedIn, Google, and Meta to drive brand awareness, qualified leads, advisor engagement, and conversions. Responsibilities include audience targeting, retargeting, budget management, A/B testing, attribution, conversion tracking, performance analytics, landing page optimization, and reporting. The role collaborates with marketing, creative, sales, and leadership teams in an in-office Bethesda environment.

Leads revenue operations strategy, HubSpot administration, CRM governance, data architecture, reporting, marketing-to-sales workflows, launch operations, sales enablement, and cross-functional alignment. Builds scalable systems, dashboards, automation, training, and governance to improve pipeline performance, advisor engagement, sales execution, and organizational growth.

Supports end-to-end video production, with a primary focus on editing high-volume short- and long-form content. Responsibilities include creating social media clips, organizing video assets, operating podcast studio equipment, capturing behind-the-scenes photography and video, and maintaining brand consistency. The role requires strong organization, basic camera and lighting skills, attention to detail, and a willingness to learn in a fast-paced onsite environment.

Supports end-to-end video production, with a primary focus on editing high-volume short- and long-form content. Responsibilities include creating social media clips, managing video assets, operating podcast studio equipment, capturing photography and behind-the-scenes footage, and maintaining brand consistency. The role is fully onsite in Bethesda, Maryland and requires strong organization, collaboration, quick decision-making, and basic camera and lighting skills.

Build and optimize Framer websites and landing pages focused on performance, accessibility, user experience, SEO, AEO, and conversion. Develop responsive interfaces, interactive components, and optimized user journeys; implement technical SEO, structured data, and indexing best practices; analyze traffic, behavior, Core Web Vitals, and conversions; conduct testing and continuously improve digital experiences.

Lead company-wide projects from initiation through completion, managing plans, timelines, workflows, audits, SLAs, documentation, and cross-functional collaboration. Improve processes, create scalable systems, develop SOPs and training materials, manage technology integrations and automation initiatives, and serve as an escalation point for project issues. The role partners with Marketing, Sales, vendors, and other departments while maintaining high standards for accuracy, urgency, transparency, and accountability.

Internal Wholesaler responsible for proactively engaging financial advisors, promoting investment products, driving sales, and building advisor relationships. Partners with external wholesalers to achieve regional goals, supports marketing campaigns and product launches, manages HubSpot CRM data, and develops product expertise while maintaining regulatory compliance. This is a full-time, on-site role in Bethesda, Maryland, requiring relocation.

Lead and expand relationships with major broker-dealers, RIAs, wirehouses, TAMPs, and other distribution partners. Develop account plans, drive product placement and model inclusion, negotiate selling agreements, collaborate with wholesalers, present investment products, analyze growth data, track outreach and ROI in HubSpot, and manage onboarding projects in Teamwork. The role is fully onsite in Bethesda, Maryland and requires 40–60% travel.

Supports asset management sales by researching and qualifying financial advisors, maintaining CRM data, preparing investment reports, coordinating events, creating call lists, and assisting with LinkedIn outreach and customer requests. The role is fully onsite in Bethesda, Maryland, and requires passing the SIE, Series 7, and Series 63/65 or 66 exams within seven months.