External Wholesaler - Mid-Atlantic

At Potomac,we’renot for everyone—andthat’sby design. We attract people who think critically, communicate clearly, and execute with urgency. People who care deeply about their work anddon’tneed hand holding to make things happen.

We’rea 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 investmentexpertisewith a quantitative process that is Built to Conquer Risk ®.

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'rehiring for this position in ourMid-Atlantic Region (PA, NJ, DE, MD, DC, WV, VA).

• Represent Potomac and distribute all
  
  Potomacproductsand services within theassignedterritory.
• Travel within the territory to conduct 1:1 and groupface to facemeetings and presentations.
• Partner with an internal wholesaler to develop a business planandmanagethe territorytomeetandexceed regional sales goals and objectives.
• Identifyadvisor needs through a consultative sales processand providetailoredinvestment solutions.
• Build andmaintainrelationships with internal and external business partners (e.g., marketing, senior leaders, field leaders).
• Manage administrative responsibilities according to company policiesincludingtravel and expenses, CRM updates, calendar and schedules, conference call participation, email retention, continuing education, and other requirements.

• Adriven anddetail-orientedwholesaler,with a hunter mentalitywhohas adeep understanding of the markets, products andbroker dealer landscapeandhas a passion for sales.
• Adependable, coachable, and team-oriented problem solver, who understands the opportunity, and is willing to work hardwith a “can do” attitude willing to do whatever it takes to get the job done.
• A strategic thinker who sees the big picture but never misses the small stuff.

• Must have: SIE, Series 7, and either 63 & 65 or 66.
• Minimum of2yearsofexperience asan external wholesaler selling mutual funds, SMAs ETFs or VAs, or 3 years of experience astopinternalwholesalerwith existing relationships in the assigned territory.
• Demonstrated ability to make successful and dynamic sales presentations.
• Self-drivenand resourcefulable to manage territory budget andoperateautonomously.
• Bachelor’s degree or equivalent work experience.

• Haveestablishedrelationshipswithin the assigned territory.

• Drive sales by developing,maintaining, and deepening relationships with new and existing advisors. Influence advisor choices within a consultative sales process.
• 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. Ifyou’relooking for a slow pace and low volume, thisisn’tfor you.

If you want to drive, build, and scale, this is your shot.

• 401(k) & other retirement benefits
• Health savings account option
• Paid time off
• Disability insurance
• Parental leave

The pay range for this role is:

85, USD per year (Remote (Philadelphia, Pennsylvania, US))