- Must live in the Northwest territory. Preferably in San Francisco bay Area/Northern CA, OR, or WA.
- Must have Series 65/66 or CFP.
- Minimum of 3-5 years in mutual fund/separate account wholesaling or supporting a mutual fund/separate account wholesaler.
- Must have in-depth working knowledge and experience with mutual funds and separate accounts.
- Demonstrated ability to make successful and dynamic sales presentations.
- Self-driven: able to manage territory budget and operate autonomously.
- Separate managed accounts experience.
- Bachelor's degree or equivalent work experience.
- *Established relationships in the TAMP channel and region.
- Represent all products distributed and marketed by Potomac within the territory.
- Drive sales by developing, maintaining, and deepening relationships with new and existing advisors. Influence advisor choices within a consultative sales process.
- 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.
- 401(k) & other retirement benefits
- Dental Insurance
- Flexible schedule
- Health insurance
- Health savings account option
- Paid time off
- Parental leave
- Equipment for home office
- Annual Company Retreats
-
Wholesale Account Coordinator
1 week ago
Skin Gym California, United StatesYOU MUST HAVE 2+ YEARS EXPERIENCE of showroom or wholesale experience, ideally in a wholesale environment (this is NOT retail sales position , please only apply if you have relevant experience) · This is an On-Site Position in our DTLA office - not hybrid or remote · WHO WE ARE: ...
-
Leisure Sales Manager
1 day ago
DC Global Talent Inc. California, United StatesLocation: West Coast California · Foster and manage relationships with exclusive travel programs, wholesale accounts, and high-end leisure travel agencies, aiming to meet or exceed designated sales and revenue targets. Conduct property representation and educational initiatives f ...
-
Underwriting Manager
6 days ago
theLender California, United StatesThe Underwriting Manager is responsible for planning, organizing, and directing all loan activities as they relate to Underwriting. Assists with the development, implementation and execution of loan fulfillment plans, policies, and goals that support organizational strategic obje ...
-
Junior Wholesaler
1 week ago
Touchstone Investments California, United StatesSummary of Responsibilities: · Initiates, develops and maintains sales of the Touchstone Funds within assigned territory. Coordinates the sales efforts of the internal wholesalers. Demonstrates principled leadership and sound business ethics; shows consistency among principles, v ...
-
Sr. Director National Accounts Off-Premise
2 weeks ago
Proximo Spirits California, United StatesPosition Summary · The National Account Sr Director is responsible for achieving the organization's strategic and commercial goals with a selection of our key national/regional off premise customers. The candidate must build strong relationships with key customer's stakeholders, ...
-
Wholesale National Account Manager
3 days ago
Moon Juice California, United StatesWholesale National Account Manager · Santa Monica, CA / Full Time / Hybrid · Moon Juice is seeking a motivated and collaborative Wholesale National Account Manager to develop and grow our partnerships with a diverse group of domestic and international retail partners that span He ...
-
Procurement Manager
2 weeks ago
DSJ Global California, United StatesJob Title - Procurement Manager · Location - Santa Clara, CA · Scope of Job: · As a Procurement Manager, you will work proactively to ensure projects are executed on time and on/under budget, ensuring safety and quality, build relationships with vendors, and gather quality RFPs ...
-
Casa Cucinelli Manager
6 days ago
Brunello Cucinelli California, United StatesAbout us: · "Those who work with us take part in the company's life. Everybody knows that their work is an indispensable contribution to our shared growth " · – Brunello Cucinelli · Brunello Cucinelli, founded in 1978 by the eponymous designer and entrepreneur, is an Italian hou ...
-
National Account Manager
1 week ago
Paulaner USA/Tsingtao California, United StatesPOSITION TITLE: Manager, National Accounts - West · POSITION PURPOSE: · This position is responsible for the development of the Paulaner USA portfolio in national and regional chain accounts covering both the on and off premise segments. Reporting to the National Accounts Directo ...
-
Palm Bay International California, United StatesRVP Sales, West is responsible for all aspects of sales planning, strategy implementation and execution within the Western Division. This position will work collaborative with new Distributor partner, Republic National Distributor Company. The position is essential for developing ...
-
Regional Commercial Director
3 days ago
Richemont California, United StatesAt Panerai Americas, we are proud to employ talent from many different backgrounds, experiences, and identities. We believe that when diversity and inclusion are fully embraced and empowered, creativity and knowledge emerge to deliver excellence. We continue to work towards creat ...
Northwest External Wholesaler - California, United States - Potomac Fund Management, Inc.
6 days ago
Description
Be part of an EXPANDING SALES TEAM while working remotely to support our Northwest Territory on our External Sales team
About the Role:
The External Sales/Wholesaler, along with their internal team member, will support and grow Potomac's tactical investment models and funds business to financial intermediaries at IBD and small RIA firms on TAMPs throughout our industry like Envestnet, OPS, Altruist, etc.
*Northwest Territory (Northern CA, OR, WA, ID, MT, WY, ND, SD, NE)
Be sure to check out our Internal Sales position for this region as well
Qualifications:
Responsibilities:
About Potomac:
In the past four years, Potomac has grown from under $140M+ to over $1.4B in AUM. It is an exciting time to be part of this company We have a fantastic culture, great benefits, and hard working people who love to collaborate.
A pioneer in active risk-managed investing, Potomac has the experience and expertise to help advisors align the correct allocation for any given market condition. Working with financial advisors, we understand that every investor is unique, but each want to avoid catastrophic losses. Potomac offers a selection of tactical investment strategies for building and preserving wealth—so advisors can match the right strategy or combination of strategies to each investor's needs.
What makes someone successful at Potomac:
To be successful at Potomac, we look for individuals who are not just looking to do a job, but for people who pride themselves on exceptional work. When each member of the team plays their part to the best of their ability, we all succeed. None of us are perfect, but we're looking for dependable, coachable, and team-oriented problem solvers. Individually we can tackle a little, but together we can take over this industry.
Benefits:
Work location: Remote with required travel.
