Mid-Atlantic External Wholesaler - Mutual Funds & RIAs

Tech Sales Jobs; Baltimore (MD); On-site; USD 85,000 - 100,000; Full time

Benefits offered by this job

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

Job summary

Potomac, a boutique asset manager, seeks an External Wholesaler for the Mid-Atlantic region. You will represent Potomac, distribute products, and build adviser relationships to grow mutual fund business with independent broker-dealers and RIAs.

Travel within VA, MD, DC, and Baltimore, MD to meet with advisors and present solutions. You will work with an internal wholesaler to plan the territory, meet sales goals, and ensure compliance with regulations while delivering tailored investment ideas.

Qualifications

• Must hold SIE, Series 7, and 63 & 65 or 66.
• 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.

Skills

SIE

Series 7

63/65 or 66

Education

Bachelor’s degree or equivalent work experience

Job description

Potomac, a boutique asset manager, seeks an External Wholesaler for the Mid-Atlantic region. You will represent Potomac, distribute products, and build adviser relationships to grow mutual fund business with independent broker-dealers and RIAs.

Travel within VA, MD, DC, and Baltimore, MD to meet with advisors and present solutions. You will work with an internal wholesaler to plan the territory, meet sales goals, and ensure compliance with regulations while delivering tailored investment ideas.