Potomac

Summary   The  External Wholesaler , along with their internal team member, will support and grow Potomac's tactical investment strategies and mutual fund business with financial advisors in the Independent Broker Dealer and RIA channel. We're hiring for this position in our Indiana & Illinois Region.     What You’ll Do    Represent Potomac and distribute all Potomac products and services within the assigned territory.  Travel within the territory to conduct 1:1 and group face to face meetings and presentations.  Partner with an internal wholesaler to develop a business plan and manage the territory to meet and exceed regional sales goals and objectives.  Identify advisor needs through a consultative sales process and provide tailored investment solutions.  Build and maintain relationships with internal and external business partners (e.g., marketing, senior leaders, field leaders).  Manage administrative responsibilities according...

Summary As an  Internal Wholesaler,  you’ll partner with our external wholesalers, playing a key role in building relationships with financial advisors, driving sales, and developing a winning business strategy. This is a full-time, on-site position at our brand-new office in the Avocet Tower in downtown Bethesda. We're happy to get candidates from all over the country, but the position will require relocation before starting. This role is 100% onsite in Bethesda, MD. What You’ll Do Conduct proactive outreach to advisors, promoting our products and driving sales. Build and deepen relationships with financial advisors. Collaborate with external wholesalers to meet regional goals. Provide solutions that help advisors deliver exceptional results for their clients. Collaborate with the rest of the internal team to ensure smooth and efficient sales processes, including coordinating marketing campaigns and product launches. Effectively manage HubSpot...

Summary   The  External Wholesaler , along with their internal team member, will support and grow Potomac's tactical investment strategies and mutual fund business with financial advisors in the Independent Broker Dealer and RIA channel. We're hiring for this position in our Mid-Atlantic Region.     What You’ll Do    Represent Potomac and distribute all Potomac products and services within the assigned territory.  Travel within the territory to conduct 1:1 and group face to face meetings and presentations.  Partner with an internal wholesaler to develop a business plan and manage the territory to meet and exceed regional sales goals and objectives.  Identify advisor needs through a consultative sales process and provide tailored investment solutions.  Build and maintain relationships with internal and external business partners (e.g., marketing, senior leaders, field leaders).  Manage administrative responsibilities according to company...

Summary   The  External Wholesaler , along with their internal team member, will support and grow Potomac's tactical investment strategies and mutual fund business with financial advisors in the Independent Broker Dealer and RIA channel. We're hiring for this position in our Mid-Atlantic Region.     What You’ll Do    Represent Potomac and distribute all Potomac products and services within the assigned territory.  Travel within the territory to conduct 1:1 and group face to face meetings and presentations.  Partner with an internal wholesaler to develop a business plan and manage the territory to meet and exceed regional sales goals and objectives.  Identify advisor needs through a consultative sales process and provide tailored investment solutions.  Build and maintain relationships with internal and external business partners (e.g., marketing, senior leaders, field leaders).  Manage administrative responsibilities according to company...