Advisor Platform Growth Director

Posted yesterday

ripplingBethesda (MD)

SENIORITY

Manager

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About the role

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.

Before you apply

Applying takes about a minute. These four things decide how fast it moves after that.

Your profile is current

It's what we read first. Occupations, seniority and locations matter more than a long history.

Two examples you can talk through

Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.

A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

Employers plan around it, and it's the question that stalls offers most often.

Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.

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