External Wholesaler - Mid-Atlantic

Potomac; Washington (District of Columbia); On-site; USD 85,000 - 100,000; Full time

Benefits offered by this job

Medical insurance

Vision insurance

Health savings account option

401(k) & other retirement benefits

Paid maternity leave

Paid paternity leave

Disability insurance

Paid time off

Job summary

Potomac is seeking an External Wholesaler to support and grow its tactical investment strategies and mutual funds with financial advisors in the Mid-Atlantic region. The role requires representing Potomac, traveling for client meetings, and collaborating with internal wholesalers to hit regional sales goals.

The candidate should have sales experience with broker-dealers and RIAs, strong presentation skills, and the ability to manage the territory flexibly.

Qualifications

• Must have: SIE, Series 7, and 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.

Responsibilities

• 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.

Job description

External Wholesaler - Mid-Atlantic

Potomac Washington, District of Columbia, United States

About this position

The Opportunity

At Potomac,we’renot for everyone—andthat’sby design. We attract people who think critically, communicate clearly, and execute with urgency. People who care deeply about their work and dontneed handholding to make things happen.

We’rea boutique tactical asset manager with a differentiated product that serves the independent broker-dealer and RIA channel

Headquarteredin Bethesda, MD, we combine institutional-grade investmentexpertisewith a quantitative process that is Built to Conquer Risk ®.

Summary

The External Wholesaler , along with their internal teammember, will support and grow Potomac's tactical investment strategies and mutual fund businesswith financial advisors in the Independent Broker Dealer and RIA channel.We'rehiring for this position in ourMid-Atlantic Region.

WhatYou’llDo

• RepresentPotomac and distributeallPotomacproductsand services within theassignedterritory.
• Travel within the territory to conduct 1:1 and groupface to facemeetings and presentations.
• Partner with an internal wholesaler to develop a business planandmanagethe territorytomeetandexceed regionalsales goals andobjectives.
• Identifyadvisor needsthrough a consultative sales processand providetailoredinvestment solutions.
• Build andmaintainrelationships with internal and external business partners (e.g., marketing, senior leaders, field leaders).
• Manage administrative responsibilities according to company policiesincludingtravel and expenses, CRM updates, calendar and schedules, conference call participation, email retention, continuing education, and other requirements.

Who You Are

• Adriven anddetail-orientedwholesaler,with a hunter mentalitywhohas adeep understanding of the markets, products andbroker dealer landscapeandhas a passion for sales.
• Adependable, coachable, and team-oriented problem solver, who understands the opportunity, and is willing to work hardwith 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.

RequiredQualifications

• Must have: SIE, Series 7, and either 63 & 65 or 66.
• Minimum of2yearsofexperience asan external wholesaler selling mutual funds, SMAs ETFs or VAs, or 3 years of experience astopinternalwholesalerwith existingrelationships in the assigned territory.
• Demonstrated ability to make successful and dynamic sales presentations.
• Self-drivenand resourcefulable to manage territory budget andoperateautonomously.
• Bachelor’s degree or equivalent work experience.

PreferredQualifications

• Haveestablishedrelationshipswithin 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 anddevelopments, 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. Ifyou’relooking for a slow pace and low volume, thisisn’tfor you.

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

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

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