External Wholesaler - Northwest
Potomac
About this role
Potomac is seeking an External Wholesaler to support and expand its tactical investment strategies and mutual fund business within the Northwest region, focusing on building relationships and driving sales with financial advisors. The role involves representing the company's products, conducting face-to-face meetings, and collaborating with internal teams. The company emphasizes a fast-paced, results-driven environment for individuals passionate about sales and investment solutions.
Skills
Qualifications
About Potomac
potomac.comPotomac is an investment management firm that offers investment strategies, pooled funds, and a Turnkey Asset Management Platform (TAMP Union) for advisers and institutional clients. Its products and model portfolios are marketed around outcome-driven risk management, summarized by the tagline "Built to Conquer Risk®." Potomac combines portfolio construction, risk controls, and operational support to help financial advisors implement and manage client portfolios.
About Potomac
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
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
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View leadership team, funding history,
and employee contacts for Potomac.
Salary
$85k – $100k
per year