Sales Associate

Summary

We’re seeking a motivated Sales Associate to support our dynamic sales team. This is a high-activity, outbound sales role focused on connecting with financial advisors, building relationships, and creating new opportunities for Potomac. This position is ideal for someone who enjoys talking to people, is eager to learn, and wants to build a career in financial services in a fast-growing firm.

What You’ll Do

• Conduct high-volume outbound calls to financial advisors to introduce Potomac, generate interest, and cultivate strong relationships.
• Work closely with the sales team to execute targeted prospecting strategies and secure meetings for Wholesalers across assigned territories.
• Research and qualify financial advisors and firms to identify prospects for Potomac's strategies.
• Maintain accurate CRM records to track client information, insights, and opportunities.
• Develop a deep understanding of Potomac’s investment products and think critically about how they fit into an advisor's business.
• Stay current with industry trends and developments to ensure that Potomac stays head of the curve.
• Support advisor-focused events, campaigns, and other sales and marketing initiatives designed to drive engagement and strengthen relationships.
• Comply with legal and compliance regulations at all times.

Who You Are

• Someone who enjoys connecting with people and is comfortable spending a significant portion of the day on the phone, initiating new conversations, and building connections.
• Results-driven and energized by turning their efforts into measurable outcomes.
• Genuinely interested in financial services and eager to develop a career in the field.
• Detail-oriented, organized, and always looking for ways to drive efficiency.
• A strategic thinker who sees the big picture but never misses the small stuff.

Required Qualifications

• Recent college graduate with a passion for asset management, financial markets, and solving challenges.
• OR 2 years or less of sales experience, preferably in financial services.
• Must pass the SIE, Series 7 and either 63 & 65 or 66 licensing exams within 7 months of hire.

Preferred Qualifications

• Completed a summer internship in financial services (broker/dealer, RIA, or asset manager).

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.

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

The Opportunity

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 ®.