External Wholesaler - Mid-Atlantic

Potomac; Virginia; On-site; USD 85,000 - 100,000; Full time

Benefits offered by this job

Medical insurance

Vision insurance

Dental insurance

401(k) & retirement benefits

Commuter benefits

Paid time off

Paid maternity leave

Paid paternity leave

Disability insurance

Job summary

Potomac is seeking an External Wholesaler to grow our tactical investment strategies and mutual fund business with financial advisors in the Independent Broker-Dealer and RIA channel. This role covers the Mid-Atlantic Region and requires travel for face-to-face meetings and presentations.

You'll partner with an internal wholesaler to develop a business plan, manage the territory, and meet regional sales goals. A hunter mentality, relationship skills, and regulatory awareness are essential.

Qualifications

• Must have: SIE, Series 7, and either 63 & 65 or 66.
• Minimum of 2 years as external wholesaler or 3 years internal wholesaler with relationships.
• Demonstrated ability to make successful and dynamic sales presentations.
• Self-driven and resourceful to manage territory budget and autonomy.
• Bachelor's degree or equivalent work experience.

Responsibilities

• Represent Potomac and distribute all Potomac products within the assigned territory.
• Travel within the territory for 1:1 and group meetings and presentations.
• Partner with an internal wholesaler to develop a business plan and manage the territory.
• Identify advisor needs and provide tailored investment solutions.
• Build and maintain relationships with internal and external partners.
• Manage administrative responsibilities including travel, CRM updates, and schedules.

Skills

Sales experience

Relationship building

Presentation skills

Education

SIE

Series 7

63/65 or 66

Bachelor's degree or equivalent

Job description

Summary

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’re hiring for this position in our Mid-Atlantic Region.

What You’ll Do

• Represent Potomac and distribute all Potomac products and services within the assigned territory.
• Travel within the territory to conduct 1:1 and group face to face meetings and presentations.
• Partner with an internal wholesaler to develop a business plan and manage the territory to meet and exceed regional sales goals and objectives.
• Identify advisor needs through a consultative sales process and provide tailored investment 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 driven and detail-oriented wholesaler, with a hunter mentality who has a deep understanding of the markets, products and broker dealer landscape and has a passion for sales.
• A dependable, coachable, and team-oriented problem solver, who understands the opportunity, and is willing to work hard with 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.

Required Qualifications

• Must have: SIE, Series 7, and either 63 & 65 or 66.
• Minimum of 2 years of experience as an external wholesaler selling mutual funds, SMAs ETFs or VAs, or 3 years of experience as top internal wholesaler with existing relationships in the assigned territory.
• Demonstrated ability to make successful and dynamic sales presentations.
• Self-driven and resourceful able to manage territory budget and operate autonomously.
• Bachelor's degree or equivalent work experience.

Preferred Qualifications

• Have established relationships within the assigned territory.

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.

Base salary $85K-$100K plus monthly commission.

Benefits

• Medical insurance
• Vision insurance
• Dental insurance
• Health savings account option
• 401(k) & other retirement benefits
• Paid maternity leave
• Paid paternity leave
• Commuter benefits
• Disability insurance
• Paid time off

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 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 investment expertise with a quantitative process that is Built to Conquer Risk.