Top Tech Jobs & Startup Jobs

Supports asset management sales by researching and qualifying financial advisors, maintaining CRM data, preparing investment reports, coordinating events, creating call lists, and assisting with LinkedIn outreach and customer requests. The role is fully onsite in Bethesda, Maryland, and requires passing the SIE, Series 7, and Series 63/65 or 66 exams within seven months.

Manage RIA operations including onboarding, transfers, money movement, service requests, custodian interactions, reporting, audits, and documentation. Maintain accurate client and account data across Orion, Zoho CRM, and custodial systems. Improve workflows, establish operational SLAs, develop SOPs and training materials, and support system upgrades, integrations, custodian changes, and automation initiatives.

Own and build the accounting infrastructure for a scaling, multi-entity asset manager. Responsibilities include managing GAAP-compliant close processes, designing the chart of accounts, overseeing AP/AR and reconciliations, implementing internal controls, supporting consolidation and intercompany accounting, and optimizing Ramp, Sage, and automation workflows. The role partners with leadership on reporting and financial decisions while preparing the company for audits and increased financial scrutiny.

Represents and distributes asset management products to financial advisors across Indiana and Illinois. Builds advisor relationships, conducts sales presentations, develops territory plans with an internal wholesaler, identifies investment needs, manages regional sales goals, and maintains required administrative, CRM, travel, compliance, and continuing education activities.

Build and maintain full-stack features for a fintech portfolio analytics platform. Develop backend services and APIs, create front-end interfaces for portfolio construction and advisor workflows, integrate market and fund data, optimize portfolio simulations, and collaborate with investment strategists, product managers, and business stakeholders. The role is contract-to-hire and fully on-site in Bethesda, Maryland.

Represents and distributes Potomac’s investment products to financial advisors across the Southeast. Builds advisor relationships, conducts presentations, develops territory business plans with internal wholesalers, drives sales, manages CRM and administrative responsibilities, and ensures compliance. Requires securities licenses, investment product expertise, consultative selling ability, territory management skills, and established broker-dealer or RIA relationships.

Represent and distribute Potomac’s investment products across the Northeast, building relationships with independent broker-dealers and RIAs. Conduct advisor meetings and presentations, identify investment needs, provide consultative solutions, and collaborate with an internal wholesaler to achieve regional sales goals. The role also manages territory planning, expenses, CRM updates, compliance, and ongoing advisor relationship development.

Lead advisor-facing growth for Potomac’s Union and Guardrails platforms. Responsibilities include prospecting, advisor discovery, platform demonstrations, solution design, due diligence, training, pipeline management, AUM forecasting, implementation coordination, and launching funded advisor relationships. The role also develops sales enablement materials, gathers field feedback, and recommends platform improvements. Success requires consultative selling, strong TAMP and RIA knowledge, advisor-workflow fluency, and Series 65/66 licensing.