2 jobs found in Bethesda

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...

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 ®.    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...