Sales Associate
Potomac
About this role
Potomac is a boutique asset management firm that focuses on delivering results through a quantitative process built to Conquer Risk®. They are seeking a Sales Associate to support their sales team by engaging financial advisors, maintaining client data, and assisting in marketing initiatives, with an emphasis on strategic growth and process improvement.
Skills
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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Salary
$50k
per year