Sales Associate

Summary

We’re seeking a motivated Sales Associate to support our dynamic sales team. In this role, you'll identify opportunities, tackle challenges, and think strategically to drive growth. Ideal for problem-solvers eager to learn and build a career in a fast-growing firm.

This role is 100% onsite in Bethesda, MD.

What You’ll Do

• Support the sales team with their efforts to engage financial advisors and schedule meetings.
• Research and qualify financial advisors, identifying innovative ways to expand Potomac’s advisor relationships.
• Maintain and update CRM data to track client information, insights, and opportunities.
• Prepare analytical reports that effectively showcase our investment strategies.
• Assist with event planning invites and marketing initiatives to engage financial advisors.
• Create targeted lists for call campaigns.
• Help drive our LinkedIn outreach and content promotion to advisors.
• Fulfill swag orders for customers.

Who You Are

• A natural problem solver who enjoys thinking creatively and finding new ways to improve processes.
• 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).

Objectives

• 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.

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