Chief Revenue Officer

Summary The Chief Revenue Officer

is responsible for

building and leading Potomac's revenue organization.
Reporting directly to the CEO, the CRO will align sales leadership, business development, distribution strategy, and revenue operations to drive growth across our Broker-Dealer, RIA, TAMP,

and strategic partner channels.
This is a hands-on executive leadership role for someone who has successfully built, managed, and scaled high-performing sales organizations. The ideal candidate combines strategic thinking with operational rigor and knows how to create accountability, visibility, and consistency across a revenue team.
The CRO will oversee Internal Sales, External Sales, and Revenue Operations while partnering closely with Marketing, Key Accounts, Portfolio Management, Operations, and Compliance. The position was specifically

established

to unify these functions under one leader and drive scalable growth. Key Responsibilities Drive Revenue Growth Own revenue, AUM/AUA growth, retention, and sales performance

objectives.
Develop and execute a growth strategy across Broker-Dealer, RIA, platform, and strategic distribution channels.
Identify

new opportunities for market expansion, partnerships, and business development. Lead and Scale the Sales Organization Lead, manage, and hold accountable

internal and external sales teams to ensure they achieve their

set KPI’s and sales goals. Help r ecruit, hire,

train

and

elevate

sales

team

to create

a

high-performing revenue team.
Build a culture of accountability, execution, and continuous improvement.
Establish clear performance metrics and

management

rhythms across the organization. Optimize

the Revenue Engine
Standardize and improve the end-to-end sales process.
Ensure consistent execution of Potomac's sales story, advisor engagement process, and value proposition.
Improve territory management, pipeline visibility, forecasting, and sales effectiveness.
Own Revenue Operations and CRM Strategy
Oversee Revenue Operations, CRM administration, reporting, sales automation, and data quality.
Leverage analytics and performance dashboards to improve decision-making.
Strengthen marketing-to-sales workflows, lead management, and

advisor

lifecycle tracking. Ensure

accurate

forecasting, pipeline management, and KPI reporting.
Partner Across the Business
Work closely with Marketing on demand generation and go-to-market strategy.
Collaborate with Portfolio Management and Product teams on product positioning and advisor education.
Partner with Operations and Client Service teams to create an exceptional advisor experience.
Align with Compliance to ensure regulatory standards are

maintained

throughout the sales process.
Qualifications
Required
10+ years of progressive sales, revenue, or distribution leadership experience.
Demonstrated success leading high-performing sales organizations.
Experience managing field sales teams and multiple distribution channels.
Strong understanding of sales management, forecasting, pipeline development, and revenue operations.
Experience using CRM platforms and sales analytics to drive performance.
Exceptional leadership, communication, and coaching skills.
Ability to

operate

strategically while remaining

execution-focused.
Preferred
Asset management, wealth management, fintech, TAMP, ETF, mutual fund, or advisor distribution experience.
Experience selling through Broker-Dealer, RIA, custodian, platform, or wirehouse channels.
Familiarity with HubSpot or comparable CRM ecosystems.
Experience helping scale a growing organization.
Potomac is not your typical asset manager. We cut through the industry BS with brutal transparency and an obsession with execution. If you’re looking for a slow pace and low volume, this isn’t for you.
If you want to drive, build, and scale, this is your shot.
Compensation

Base Salary: $200,000-$250,000 + Bonus Benefits: Medical insurance Vision insurance Dental insurance Health savings account option 401(k) & other retirement benefits Paid maternity leave Paid paternity leave Commuter benefits Disability insurance Paid time off

The Opportunity

• At Potomac, we’re not for everyone—and that’s by design. We attract people who think critically, communicate clearly, and execute with urgency. People who care deeply about their work and don’t need handholding to make things happen. We’re a
• boutique
• tactical
• asset manager
• with a differentiated product
• that serves
• the
• independent broker-dealer and RIA

channel
Headquartered in Bethesda, MD, we combine institutional-grade investment expertise with a quantitative process that is Built to Conquer Risk
®.
  As we enter our next phase of growth, we're seeking a
Chief Revenue Officer
 to unify and accelerate our sales, distribution, and revenue operations functions.