Platform Strategy Producer jobs in United States
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Potomac · 15 hours ago

Platform Strategy Producer

Potomac is a boutique tactical asset manager headquartered in Bethesda, MD, that focuses on serving the independent broker-dealer and RIA channel. As a Platform Strategy Producer, you will orchestrate the production of platform-native organic content and collaborate closely with the CMO to enhance brand visibility through strategic social media campaigns.

AdviceFinancial ServicesWealth Management

Responsibilities

Serve as the central social media producer for Potomac, ensuring initiatives are aligned and well-executed
Collaborate with CMO to develop and oversee creative social campaigns designed to expand reach, drive engagement, and elevate brand visibility
Work closely with designers, writers, video producers, and digital marketers to bring campaigns to life across channels
Own and maintain the social content calendar, ensuring strategic timing and consistency across campaigns
Develop content for the company level channels, as well as the individual channels of key executives
Monitor content performance metrics and audience feedback to refine strategy and improve impact

Qualification

Content developmentSocial media managementProject managementVideo editingLinkedIn audience buildingCRM platforms (HubSpot)Writing skillsStorytelling skillsStrategic mindsetCollaboration

Required

5+ years of experience in content development, social media, or related roles — preferably in finance, investment management, or professional services
Proven project management track record managing multiple channels
Strong writing, video editing, and storytelling skills
Experience with CRM platforms (HubSpot), analytics tools and social media management
Expertise with LinkedIn audience building
Strategic mindset with a hands-on attitude — ready to ideate, execute, and optimize

Preferred

Experience working in or adjacent to RIA, asset management, or compliance environments
Familiarity with LinkedIn Ads

Benefits

Medical insurance
Vision insurance
Dental insurance
Health savings account option
401(k) & other retirement benefits
Paid maternity leave
Paid paternity leave
Commuter benefits
Disability insurance
Paid time off

Company

Potomac

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Our mission is to empower Financial Advisors like you with the confidence to aim higher, grow faster, and explore further.

Funding

Current Stage
Early Stage

Leadership Team

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Manish Khatta
CEO / CIO
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Daniel Torzala
Chief Technology Officer
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Company data provided by crunchbase