External Wholesaler - Northwest

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 ~$3B AUM/AUA asset manager that serves independent broker-dealers and RIAs with one mission: to cut through the noise and deliver results.

Headquartered in Bethesda, MD, we combine institutional-grade investment expertise with a quantitative process that is Built to Conquer Risk®.

Summary

The External Sales/Wholesaler, along with their internal team member, will support and grow Potomac's tactical investment strategies and mutual fund business to financial intermediaries at Broker Dealers like LPL, Cambridge, and Cetera via TAMPs throughout our industry like MWP, Envestnet, OPS, Altruist, etc.

We're hiring for this position in our Northwest Region (WA, OR, ID, MT, WY, AK, & N. CA) with preference for candidates in the Seattle and San Francisco metropolitan areas.

What You’ll Do

• Represent all products distributed and marketed by Potomac within the territory.
• Partner with an internal wholesaler to develop a business plan, manage the territory, and drive regional sales goals and objectives.
• Identify advisor needs and provide investment and business solutions.
• Build and maintain relationships with internal and external business partners (e.g., marketing, senior leaders, field leaders).
• Manage administrative responsibilities according to company policies including, travel and expenses, CRM updates, calendar and schedules, conference call participation, email retention, continuing education, and other requirements.
  
  

Who You Are

• A detail-oriented wholesaler, who loves to talk markets & funds and sell.
• A dependable, coachable, and team-oriented problem solver, who understands the opportunity, and is willing to work hard to supercharge their income.
• A strategic thinker who sees the big picture but never misses the small stuff.
  
  

Required Qualifications

• Must have or be willing to acquire licensing: SIE, Series 7, and either 63 & 65 or 66.
• Minimum of 3 years as a mutual fund/VA separate account external or internal wholesaler.
• Must have in-depth working knowledge and experience with mutual funds and separate accounts.
• Demonstrated ability to make successful and dynamic sales presentations.
• Self-driven: able to manage territory budget and operate autonomously.
• Separate managed accounts experience.
• Bachelor’s degree or equivalent work experience.
  
  

Preferred Qualifications

• Have established relationships in the TAMP and Broker Dealer channels.
  
  

Objectives

• 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. If you’re looking for a slow pace and low volume, this isn’t for you.

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

The Pay Range For This Role Is

75,000 - 85,000 USD per year (Remote)