Job Description
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 ~$3B+ AUM/AUA asset manager that serves independent broker-dealers and RIAs with one mission: to cut through the noise and deliver results. Headquartered in Bethesda, MD, we combine institutional-grade investment expertise with a quantitative process that is Built to Conquer Risk®.
SummaryAs 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 DoConduct 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 CRM information and advisor profiles.Who You AreA natural problem solver who enjoys thinking creatively and finding new ways to improve processes.Competitive, self-driven, and eager to grow.A strategic thinker who sees the big picture but never misses the small stuff.Required QualificationsMust have or be willing to acquire licensing: SIE, Series 7 and either 63 & 65 or 66.Bachelor’s degree or equivalent experience.Preferred Qualifications1-3 years in financial services sales preferred (mutual funds, annuities, ETFs, or separately managed accounts).ObjectivesDevelop a deep understanding of Potomac’s investment products and think critically about how they fit into an advisors' business.Stay current with industry trends and developments, to ensure that Potomac stays head of the curve.Comply with legal and compliance regulations at all times.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.Benefits:401(k) & other retirement benefitsHealth, vision, & dental insuranceHealth savings account optionPaid time offCommuter benefitsDisability insuranceParental leave
The pay range for this role is:
60,000 - 70,000 USD per year(Potomac HQ)
SummaryAs 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 DoConduct 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 CRM information and advisor profiles.Who You AreA natural problem solver who enjoys thinking creatively and finding new ways to improve processes.Competitive, self-driven, and eager to grow.A strategic thinker who sees the big picture but never misses the small stuff.Required QualificationsMust have or be willing to acquire licensing: SIE, Series 7 and either 63 & 65 or 66.Bachelor’s degree or equivalent experience.Preferred Qualifications1-3 years in financial services sales preferred (mutual funds, annuities, ETFs, or separately managed accounts).ObjectivesDevelop a deep understanding of Potomac’s investment products and think critically about how they fit into an advisors' business.Stay current with industry trends and developments, to ensure that Potomac stays head of the curve.Comply with legal and compliance regulations at all times.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.Benefits:401(k) & other retirement benefitsHealth, vision, & dental insuranceHealth savings account optionPaid time offCommuter benefitsDisability insuranceParental leave
The pay range for this role is:
60,000 - 70,000 USD per year(Potomac HQ)
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