Sales Associate

Potomac; Bethesda (MD); Vor Ort; USD 45.000 - 55.000; Vollzeit

Zusammenfassung

A leading asset management firm in Bethesda is seeking a motivated individual to support its sales team in engaging financial advisors. The ideal candidate is a recent college graduate or has up to two years of sales experience, specifically in financial services. This role involves maintaining CRM data, preparing reports, and assisting with marketing initiatives. Candidates must pass required licensing exams within seven months. The pay range for this role is $50,000 per year.

Qualifikationen

• Passion for asset management and financial markets.
• 2 years or less of sales experience in financial services is a plus.
• Must pass relevant licensing exams within 7 months.

Aufgaben

• Support the sales team in engaging financial advisors.
• Research and qualify financial advisors.
• Maintain CRM data to track client insights.
• Prepare analytic reports showcasing investment strategies.
• Assist with event planning and marketing.
• Create targeted lists for campaigns.
• Drive LinkedIn outreach and content promotion.
• Fulfill swag orders for customers.

Kenntnisse

Problem solving

Creative thinking

Detail-oriented

Organizational skills

Strategic thinking

Efficiency improvement

Ausbildung

Recent college graduate

Jobbeschreibung

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 ®.

What You’ll Do

• Support the sales team with their efforts to engage financial advisors and schedule meetings.
• Research and qualify financial advisors, identifying innovative ways to expand Potomac’s advisor relationships.
• Maintain and update CRM data to track client information, insights, and opportunities.
• Prepare analytic reports that effectively showcase our investment strategies.
• Assist with event planning invites and marketing initiatives to engage financial advisors.
• Create targeted lists for call campaigns.
• Help drive our LinkedIn outreach and content promotion to advisors.
• Fulfill swag orders for customers.

Who You Are

• A natural problem solver who enjoys thinking creatively and finding new ways to improve processes.
• Detail-oriented, organized, and always looking for ways to drive efficiency.
• A strategic thinker who sees the big picture but never misses the small stuff.

Required Qualifications

• Recent college graduate with a passion for asset management, financial markets, and solving challenges.
• OR 2 years or less of sales experience, preferably in financial services.
• Must pass the SIE, Series 7 and either 63 & 65 or 66 licensing exams within 7 months of hire.

Preferred Qualifications

• Completed a summer internship in financial services (broker/dealer, RIA, or asset manager).

Objectives

• Develop a deep understanding of Potomac’s investment products and think critically about how they fit into an advisor’s 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.

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:

50,000 - 50,000 USD per year (Potomac HQ)