Description
Potomac is hiring a Director of Advisor Solutions to lead growth for its Union and Guardrails platform by conducting advisor discovery, demos, training, solution design, due diligence, and handoffs through onboarding and launch. The role owns the pipeline, manages CRM activity and AUM projections, launches committed advisors, and translates advisor feedback into product and process improvements. It requires deep TAMP/RIA knowledge, consultative selling, advisor-workflow fluency, and Series 65/66; compensation is $145,000–$165,000 plus a discretionary bonus, with medical, vision, dental, retirement, leave, and other benefits.
