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, a…
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$200k–$250k/yr
Full-time
Medical insurance, Vision insurance, Dental insurance, Health savings account option, 401(k) & other retirement benefits, Paid maternity leave
Posted 24d ago
~40 hrs/week
Responsibilities
The CRO will lead the revenue organization by aligning sales, business development, and revenue operations to drive growth across various distribution channels. Key duties include owning AUM/AUA growth, optimizing the sales engine, and managing internal and external sales teams.
Requirements
Candidates must have over 10 years of progressive sales or distribution leadership experience with a proven track record of scaling high-performing teams. Experience in asset management, wealth management, or fintech and familiarity with CRM platforms like HubSpot is preferred.
Full job description
Summary
The Chief Revenue Officeris responsible forbuilding 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 specificallyestablishedto unify these functions under one leader and drive scalable growth.
Key Responsibilities
Drive Revenue Growth
Own revenue, AUM/AUA growth, retention, and sales performanceobjectives.
Develop and execute a growth strategy across Broker-Dealer, RIA, platform, and strategic distribution channels.
Identifynew opportunities for market expansion, partnerships, and business development.
Lead and Scale the Sales Organization
Lead, manage, and hold accountableinternal and external sales teams to ensure they achieve theirset KPI’s and sales goals.
Help recruit, hire,trainandelevatesalesteamto createahigh-performing revenue team.
Build a culture of accountability, execution, and continuous improvement.
Establish clear performance metrics andmanagementrhythms across the organization.
Optimizethe 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, andadvisorlifecycle tracking.
Ensureaccurateforecasting, 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 aremaintainedthroughout 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 tooperatestrategically while remainingexecution-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.
Potomac Asset Management Company ("PAMCO") is the parent of the Potomac family of enterprises, which includes an SEC-registered Investment Advisor with a focus on ERISA pension fund QPAM assignments and venture capital fund management, a FINRA-registered Broker-Dealer with a focus on private placements, two clean technology venture funds (each with a focus on renewable energy including grid solutions, energy storage, clean technology, and resource management), a half dozen ERISA pension fund separate accounts, a financial advisory consulting firm, and a variety of subsidiary investment vehicles. The firm has been in operation since 1983.
Offices: 47 S Carroll St, Frederick, Maryland 21701, US
How much do Management & Leadership jobs in Maryland pay?
Based on 4876 listings with disclosed salaries, most management & leadership jobs in Maryland pay between $70k–$180k per year. Individual offers vary with seniority, company size, and specialization.
How many Management & Leadership jobs are open in Maryland right now?
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Which companies are hiring for Management & Leadership roles in Maryland?
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