Internal Wholesaler
Potomac
About this role
Potomac is seeking an Internal Wholesaler to support their sales team by building relationships with financial advisors, promoting investment products, and driving sales growth. The role involves collaboration with external wholesalers, managing CRM data, and staying informed about industry trends. This full-time, onsite position is based in Bethesda, MD.
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
Unlock Company Insights
View leadership team, funding history,
and employee contacts for Potomac.
Salary
$60k – $70k
per year