What are the responsibilities and job description for the Internal Wholesaler position at Potomac?
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
As an Internal Wholesaler, you’ll partner with our external wholesalers, playing a key role in building relationships with financial advisors, driving sales, and developing a winning business strategy. This is a full-time, on-site position at our brand-new office in the Avocet Tower in downtown Bethesda. We're happy to get candidates from all over the country, but the position will require relocation before starting.
What You’ll Do
If you want to drive, build, and scale, this is your shot.
The Pay Range For This Role Is
60,000 - 70,000 USD per year (Potomac HQ)
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
As an Internal Wholesaler, you’ll partner with our external wholesalers, playing a key role in building relationships with financial advisors, driving sales, and developing a winning business strategy. This is a full-time, on-site position at our brand-new office in the Avocet Tower in downtown Bethesda. We're happy to get candidates from all over the country, but the position will require relocation before starting.
What You’ll Do
- Conduct proactive outreach to advisors, promoting our products and driving sales.
- Build and deepen relationships with financial advisors.
- Collaborate with external wholesalers to meet regional goals.
- Provide solutions that help advisors deliver exceptional results for their clients.
- Collaborate with the rest of the internal team to ensure smooth and efficient sales processes, including coordinating marketing campaigns and product launches.
- Effectively manage HubSpot CRM information and advisor profiles.
- A natural problem solver who enjoys thinking creatively and finding new ways to improve processes.
- Competitive, self-driven, and eager to grow.
- A strategic thinker who sees the big picture but never misses the small stuff.
- Must have or be willing to acquire licensing: SIE, Series 7 and either 63 & 65 or 66.
- Bachelor’s degree or equivalent experience.
- 1-3 years in financial services sales preferred (mutual funds, annuities, ETFs, or separately managed accounts).
- Develop a deep understanding of Potomac’s investment products and think critically about how they fit into an advisors' business.
- 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.
If you want to drive, build, and scale, this is your shot.
The Pay Range For This Role Is
60,000 - 70,000 USD per year (Potomac HQ)
Salary : $60,000 - $70,000