Potomac
VA
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...