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Director of Internal SalesPotomac • Bethesda, Maryland, United States
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Director of Internal Sales

Potomac
  • US
    Bethesda, Maryland, United States
  • US
    Bethesda, Maryland, United States
Jetzt Bewerben

Über

Summary The Director of Internal Sales is responsible for building, developing, and leading a high-performing internal sales team that supports national distribution across mutual funds, ETFs, and SMAs. This role owns internal sales activity standards, performance metrics, and CRM discipline while ensuring tight alignment between internal and external wholesalers. Success in this role is defined by improved outbound engagement, stronger meeting conversion, and consistent net flow growth.
Key Responsibilities
Recruit, hire, train, and coach internal wholesalers and sales associates
Establish and enforce measurable performance standards for calls, meetings set, pipeline growth, and asset flows
Conduct regular one‑on‑ones, call coaching sessions, and territory reviews
Develop clear career paths for internals progressing into external wholesaling roles
Foster a competitive, accountable, and team‑oriented sales culture
Sales Execution & Activity Management
Implement structured outbound call programs targeting advisors, home offices, and model gatekeepers
Monitor daily call activity, contact quality, CRM usage, and follow‑up cadence
Drive proactive opportunity identification across existing and prospective advisor relationships
Track and report key performance indicators including calls, appointments set, meetings held, pipeline conversion, and net flows
Stakeholder & Team Collaboration
Ensure tight alignment between internal and external wholesalers for coordinated territory coverage
Partner with the National Sales Manager on territory strategy, segmentation, and coverage design
Collaborate closely with Marketing, Product, Compliance, and Operations to streamline sales execution
Support conference follow‑up campaigns and targeted advisor initiatives
Cross‑Functional Engagement & Scalability
Ensure consistent messaging across product positioning, market commentary, and sales campaigns
Help develop scalable sales playbooks, training materials, and onboarding frameworks
Oversee call campaigns tied to new product launches, model approvals, and platform expansions
Ensure CRM integrity, reporting accuracy, and dashboard visibility across the sales organization
Qualifications
5–10+ years of experience in asset management sales (internal wholesaling, external wholesaling, or sales leadership)
Prior experience leading or mentoring internal wholesalers strongly preferred
Deep understanding of mutual fund, ETF, and SMA distribution channels
Knowledge of IBD, RIA, Wirehouse, and regional broker‑dealer ecosystems
Demonstrated track record of driving asset growth through disciplined activity management
Strong analytical skills and CRM fluency (Salesforce, HubSpot, or similar platforms)
FINRA Series 7 and 63/65 or 66 required with Series 24 preferred
Why Join Us
Growing asset manager with an expanding national distribution footprint
Entrepreneurial culture with direct access to senior leadership
Opportunity to build and shape the internal sales organization
Competitive base salary plus incentive compensation
Clear path for long‑term leadership growth within distribution
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  • Bethesda, Maryland, United States

Sprachkenntnisse

  • English
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