What are the responsibilities and job description for the Account Associate position at Potomac?
About the Role
We are seeking a highly motivated Key Accounts Associate to join our growing team. This individual will support and deepen strategic relationships with our most important distribution partners, including independent broker-dealers, RIAs, and TAMPs. The ideal candidate will have 3–5 years of experience in financial services, preferably within asset management or a related distribution role.
This position is onsite in Maryland and requires significant travel to meet with clients, attend industry events, and support regional wholesalers.
Key Responsibilities
- Support Key Accounts in managing and expanding relationships with top intermediary partners.
- Serve as a liaison with independent broker-dealers, RIAs, and TAMP platforms to maintain and grow product access and visibility.
- Manage the flows data process, ensuring accurate tracking of fund inflows and coordinating with internal stakeholders to facilitate wholesaler compensation.
- Prepare and deliver client-ready reports, platform updates, and meeting follow-ups.
- Coordinate with internal teams including our events planner, sales, marketing, operations, and compliance to support account needs and partnership payments for events.
- Represent the firm at industry events, client conferences, and home-office meetings.
- Maintain detailed CRM records with Advisor lists using PlanPro and HubSpot while contributing to strategic account planning.
Qualifications
- 3–5 years of experience in asset management, financial services, or a related field.
- Understanding of intermediary distribution models, including independent BDs, RIAs, and TAMPs.
- Strong Excel and data management skills; experience with CRM and reporting tools preferred.
- Excellent written and verbal communication skills.
- Detail-oriented, organized, and capable of managing multiple priorities.
- Willingness and ability to travel regularly (30–50%).
About Potomac:
In the past four years, Potomac has grown from under $140M to over $2B in AUM. It is an exciting time to be part of this company! We have a fantastic culture, great benefits, and hardworking people who love to collaborate at our new home office in downtown Bethesda.
A pioneer in active risk-managed investing, Potomac has the experience and expertise to help advisors align the correct allocation for any given market condition. Working with financial advisors, we understand that every investor is unique, but each wants to avoid catastrophic losses. Potomac offers a selection of tactical investment strategies for building and preserving wealth—so advisors can match the right strategy or combination of strategies to each investor’s needs.
What makes someone successful at Potomac:
To be successful at Potomac, we look for individuals who are not just looking to do a job, but for people who pride themselves on exceptional work. When each member of the team plays their part to the best of their ability, we all succeed. None of us are perfect, but we’re looking for dependable, coachable, and team-oriented problem solvers. Individually we can tackle a little, but together we can take over this industry.
Benefits:
- 401(k) & other retirement benefits
- Dental Insurance
- Flexible schedule
- Health insurance
- Health savings account option
- Paid time off
- Parental leave
Work location: On-site in Bethesda, Maryland
Salary : $70,000 - $80,000
