What are the responsibilities and job description for the External Wholesaler position at Potomac?
Take control of your financial future by exceling in a fast-paced investment role that offers significant income potential.
About the Opportunity
We're seeking an external sales/wholesaler to join our team and support the growth of our tactical investment strategies and mutual fund business through strategic partnerships with broker-dealers and TAMPs.
Key Responsibilities
- Represent Potomac's products and services within designated territories.
- Develop, maintain, and deepen relationships with new and existing advisors to drive sales growth.
- Collaborate with internal wholesalers to develop business plans, manage territories, and achieve regional sales goals.
- Identify advisor needs and provide tailored investment and business solutions.
- Build and maintain relationships with internal and external partners, including marketing, senior leaders, and field leaders.
- Manage administrative responsibilities, including travel and expenses, CRM updates, calendar management, conference calls, email retention, continuing education, and other requirements.
About Us
Potomac has experienced rapid growth over the past five years, expanding from under $140M to nearly $2B in AUM. Our company culture is built on collaboration, hard work, and a commitment to excellence.
We offer a range of active risk-managed investing strategies to help advisors align their clients' portfolios with market conditions. Our goal is to provide exceptional service and support to our partners, empowering them to build and preserve wealth for their clients.
Success at Potomac
To thrive at Potomac, we seek individuals who pride themselves on delivering exceptional work. We value dependability, coachability, and a team-oriented approach to problem-solving. When each team member contributes their best effort, we all succeed.
Benefits
- 401(k) and retirement benefits
- Dental insurance
- Health insurance
- Health savings account option
- Paid time off
- Parental leave
This role requires remote work with required travel.
