Potomac Jobs

Open positions at Potomac, newest first. Each listing links to the company's own application page.

Open positions
14

Newest Potomac openings

  • Bethesda, MD · 6 days ago

    As Social Media Coordinator at Potomac, you will keep our social presence running on time and on brand.

  • Hybrid (United States) · 30 days ago

    The Director of Externals leads Potomac's External Sales team with a focus on field execution, advisor engagement, territory performance, and consistent adoption of the firm's sales…

  • Financial Contoller

    $130k – $155k/yr

    Bethesda, MD (On-site) · 30 days ago

    We are seeking a a hands-on, tech-forward Financial Controller to build and own the financial infrastructure of a scaling, multi-entity business.

    • Full-time
    • Lead / Staff
    • 10+ years
    • GAAP
    • multi-entity consolidation
    • chart of accounts design
  • Bethesda, MD (On-site) · 30 days ago

    We’re seeking a motivated Sales Associate to support our dynamic sales team.

    • Full-time
    • Entry level
  • Chief Revenue Officer

    $200k – $250k/yr

    Bethesda, MD (On-site) · 30 days ago

    The Chief Revenue Officer is responsible for building and leading Potomac's revenue organization.

    • Full-time
    • Executive
    • 10+ years
    • sales leadership
    • revenue operations
    • CRM administration
  • Bethesda, VA (On-site) · 30 days ago

    The External Wholesaler, along with their internal team member, will support and grow Potomac's tactical investment strategies and mutual fund business with financial advisors in the…

    • Full-time
    • Senior
    • 2+ years
    • mutual fund distribution
    • ETF sales
    • financial advisor relationships
  • Bethesda, MD (On-site) · 30 days ago

    Potomac is continuing to invest in modern data and AI capabilities to support our growing business.

    • Contract
    • Mid-level
    • 3+ years
    • full stack development
    • REST APIs
    • portfolio analytics
  • Director of Key Accounts

    $140k – $165k/yr

    Bethesda, MD · 30 days ago

    Are you passionate about building strategic relationships and driving growth within the investment management industry?

    • Full-time
    • Director
    • 5+ years
    • key account management
    • broker-dealer distribution
    • selling agreements
  • Bethesda, MD · 30 days ago

    We are seeking a Director of Go-To-Market Operations (GTM Ops) to own the systems, data, processes, and enablement that power Potomac's revenue engine.

    • Full-time
    • Director
    • 10+ years
    • HubSpot
    • CRM data strategy
    • revenue analytics
  • Internal Wholesaler

    $80k – $110k/yr

    Bethesda, MD (On-site) · 30 days ago

    As an Internal Wholesaler, you’ll partner with our external wholesalers, playing a key role in building relationships with financial advisors, driving sales, and developing a winning…

    • Full-time
    • Entry level
    • financial advisor relationship management
    • investment product sales
    • HubSpot CRM
  • Bethesda, MD (On-site) · 30 days ago

    We’re looking for an Operations Associate to scale efficient processes for our fast-growing asset management firm.

    • Full-time
    • Senior
    • 3+ years
    • RIA operations
    • custodian operations
    • GIPS compliance
  • Bethesda, MD (On-site) · 30 days ago

    As the Director of Advisor solutions, you will turn Potomac’s platform capabilities into funded advisor relationships.

    • Full-time
    • Director
    • platform demos
    • advisor discovery
    • CRM pipeline management
  • FL (Remote) · 30 days ago

    The External Wholesaler, along with their internal team member, will support and grow Potomac's tactical investment strategies and mutual fund business with financial advisors in the…

    • Full-time
    • Senior
    • 2+ years
    • mutual fund sales
    • consultative selling
    • broker dealer channel management
  • Bethesda, MD (On-site) · 30 days ago

    As Director of Investor Relations, you'll sit at the intersection of investment management, product development, and business development.

    • Full-time
    • Director
    • 7+ years
    • portfolio construction
    • risk management
    • investment research

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