External Wholesaler - Philadelphia
3 weeks ago

Job summary
We're a boutique tactical asset manager with a differentiated product that serves the independent broker-dealer and RIA channel.The External Wholesaler will support and grow Potomac's tactical investment strategies and mutual fund business with financial advisors in the Independent Broker Dealer and RIA channel.
The role involves representing Potomac and distributing its products within an assigned territory,
traveling to conduct meetings,presentations,& building relationships with internal & external partners.
Responsibilities include managing administrative tasks such as CRM updates,travelling expenses,scheduling,& other requirements.
Job description
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