At Potomac, we’re not for everyone—and that’s by design. We attract people who think critically, communicate clearly, and execute with urgency. People who care deeply about their work and don’t need handholding to make things happen.
We’re a boutique tactical asset manager with a differentiated product that serves the independent broker-dealer and RIA channel
Headquartered in Bethesda, MD, we combine institutional-grade investment expertise with a quantitative process that is Built to Conquer Risk®.
As an Internal Wholesaler, you’ll partner with our external wholesalers, playing a key role in building relationships with financial advisors, driving sales, and developing a winning business strategy. This is a full-time, on-site position at our brand-new office in the Avocet Tower in downtown Bethesda. We're happy to get candidates from all over the country, but the position will require relocation before starting.
- Conduct proactive outreach to advisors, promoting our products and driving sales.
- Build and deepen relationships with financial advisors.
- Collaborate with external wholesalers to meet regional goals.
- Provide solutions that help advisors deliver exceptional results for their clients.
- Collaborate with the rest of the internal team to ensure smooth and efficient sales processes, including coordinating marketing campaigns and product launches.
- Effectively manage HubSpot CRM information and advisor profiles.
- A natural problem solver who enjoys thinking creatively and finding new ways to improve processes.
- Competitive, self-driven, and eager to grow.
- A strategic thinker who sees the big picture but never misses the small stuff.
- Must have or be willing to acquire licensing: SIE, Series 7 and either 63 & 65 or 66.
- Bachelor’s degree or equivalent experience.
- 1-3 years in financial services sales preferred (mutual funds, annuities, ETFs, or separately managed accounts).
- Develop a deep understanding of Potomac’s investment products and think critically about how they fit into an advisors' business.
- Stay current with industry trends and developments, to ensure that Potomac stays head of the curve.
- Comply with legal and compliance regulations at all times.
Potomac is not your typical asset manager. We cut through the industry BS with brutal transparency and an obsession with execution. If you’re looking for a slow pace and low volume, this isn’t for you.
If you want to drive, build, and scale, this is your shot.
- 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
Compensation
Industry-competitive pay structure with a combination of base salary and performance-based incentives.
Target total compensation: $80,000-$110,000 plus
Skills Required
- Must have or be willing to acquire SIE, Series 7, and either Series 63 and 65 or Series 66 licensing
- Bachelor's degree or equivalent experience
- 1-3 years of financial services sales experience, preferably with mutual funds, annuities, ETFs, or separately managed accounts
Potomac Fund Management, Inc. Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Potomac Fund Management, Inc. and has not been reviewed or approved by Potomac Fund Management, Inc..
-
Healthcare Strength — Health coverage is positioned as strong, with the employer having highlighted full individual‑premium coverage previously and public listings indicating standard medical, dental, and vision options.
-
Leave & Time Off Breadth — Unlimited PTO is advertised alongside paid holidays, indicating broad time‑off availability.
-
Wellbeing & Lifestyle Benefits — Employer‑paid personal financial advice and a tax‑prep stipend are offered, and company social events and professional development are featured.
Potomac Fund Management, Inc. Insights
What We Do
Our mission is to give Financial Advisors like you, the confidence to reach higher. Grow Faster. Explore further. UNION UMA TAMP Run your whole business from one platform—and get unique, personalized guidance to help your clients control risk. INVESTMENT STRATEGIES Select from a range of tactical strategies built to manage risk in a variety of market environments. RESEARCH Master the markets with a direct line to the same research that drives our own investment decisions. Disclosure: http://bit.ly/2l3OvaL
