Potomac
The External Wholesaler will support and grow Potomac's tactical investment strategies and mutual fund business with financial advisors in the Independent Broker Dealer and RIA channel across the Gulf Coast Region. This role involves representing the company, distributing products, and building relationships with advisors through consultative sales and face-to-face meetings. The position requires a driven professional with a strong understanding of the markets and broker dealer landscape to meet and exceed regional sales goals.
The Potomac School is a coeducational, independent K–12 day school located in McLean, Virginia, serving the Washington, D.C. metro area. Founded in 1904 and situated on a 90‑acre campus, Potomac provides a comprehensive program of academics, arts, athletics, and extracurriculars designed to prepare students to lead lives of purpose, achievement, and generosity of spirit. The school emphasizes a close‑knit community and offers activities such as robotics and speech & debate alongside classroom learning. Families choose Potomac for its long history, campus resources, and commitment to student growth across intellectual, social, and ethical dimensions.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Potomac.