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Potomac · 19 hours ago

External Wholesaler

United States

Full-time

Remote

Mid Level

$75K/yr - $85K/yr

3+ years exp

Potomac is a ~$3B+ AUM/AUA asset manager focused on delivering results to independent broker-dealers and RIAs. The External Wholesaler will support and grow Potomac's investment strategies and mutual fund business by building relationships with financial intermediaries and driving regional sales goals.

AdviceFinancial ServicesWealth Management

Responsibilities

Represent all products distributed and marketed by Potomac within the territory

Partner with an internal wholesaler to develop a business plan, manage the territory, and drive regional sales goals and objectives

Identify advisor needs and provide investment and business solutions

Build and maintain relationships with internal and external business partners (e.g., marketing, senior leaders, field leaders)

Manage administrative responsibilities according to company policies including, travel and expenses, CRM updates, calendar and schedules, conference call participation, email retention, continuing education, and other requirements