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Internal Wholesaler

Potomac · Bethesda, MD, United States · On Site · Active · $80,000–$110,000 / year · Rippling ATS

Job facts

FieldValue
CompanyPotomac
TitleInternal Wholesaler
Normalized title-
Department / teamInternal Sales
LocationBethesda, MD, United States
Work modelOn Site
Employment typeFull Time
Salary$80,000–$110,000 / year
Statusactive
ATS providerRippling ATS
Posted / first seen2026-01-05 / 2026-05-29
Changed / last seen2026-06-20 / 2026-06-20

Related slices

PageWhat it containsOpen
Company jobsActive postings from Potomac.Open
Company breakdownsRole, location, ATS, and work model facets for this company.Open
ATS provider jobsActive postings observed through Rippling ATS.Open
Provider filtered searchThe same provider as a filtered job collection.Open
City jobsActive postings in Bethesda.Open
Department jobsActive postings in Internal Sales.Open
Work model jobsActive On Site postings.Open
Lifecycle eventsOpen, update, close, and reopen events for this posting.Open
Original postingCanonical source or apply URL captured from the ATS.Open

Linked records

CompanyPotomac
Source8021b6c5-c7b1-4043-a8cc-b6bf08be9b22
ATS providerRippling ATS

Description

company 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 ®. role Summary 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 business strategy. This is a full-time, on-site position at our brand-new office in the Avocet Tower in downtown Bethesda. We're happy to get candidates from all over the country, but the position will require relocation before starting. This role is 100% onsite in Bethesda, MD. What You’ll Do Conduct proactive outreach to advisors, promoting our products and driving sales. Build and deepen relationships with financial advisors. Collaborate with external wholesalers to meet regional goals. Provide solutions that help advisors deliver exceptional results for their clients. Collaborate with the rest of the internal team to ensure smooth and efficient sales processes, including coordinating marketing campaigns and product launches. Effectively manage HubSpot CRM information and advisor profiles. Who You Are A natural problem solver who enjoys thinking creatively and finding new ways to improve processes. Competitive, self-driven, and eager to grow. A strategic thinker who sees the big picture but never misses the small stuff. Required Qualifications Must have or be willing to acquire licensing: SIE, Series 7 and either 63 & 65 or 66. Bachelor’s degree or equivalent experience. Preferred Qualifications 1-3 years in financial services sales preferred (mutual funds, annuities, ETFs, or separately managed accounts). 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 Compensation Industry-competitive pay structure with a combination of base salary and performance-based incentives. Target total compensation: $80,000-$110,000 plus

Full job record

Job ID279838014a3a3382b703c1765260320d20d5266f
Org IDcc487d51-21c2-40c3-8343-bfdc696f505f
Source ID8021b6c5-c7b1-4043-a8cc-b6bf08be9b22
Board ID8021b6c5-c7b1-4043-a8cc-b6bf08be9b22
Providerrippling
Provider Job Keyce032dd3-1692-4408-9836-ef403a962667
TitleInternal Wholesaler
Normalized Title—
Statusactive
Activeyes
Location TextBethesda, MD, United States
DepartmentInternal Sales
Team—
Employment Typefull_time
Workplace Typeon_site
Remote Policy—
CountryUnited States
RegionMD
CityBethesda
Salary Rawcompensation: $80,000-$110,000 plus
Salary Min80,000
Salary Max110,000
Salary CurrencyUSD
Salary Periodyear
Source URLhttps://ats.rippling.com/potomac/jobs/ce032dd3-1692-4408-9836-ef403a962667
Apply URLhttps://ats.rippling.com/potomac/jobs/ce032dd3-1692-4408-9836-ef403a962667
First Seen At2026-05-29 07:10:17Z
Last Seen At2026-06-20 09:11:21Z
Last Checked At2026-06-20 09:11:21Z
Last Changed At2026-06-20 09:11:21Z
Inactive At—
Source Posted At2026-01-05 16:17:34Z
Source Updated At—
Raw Payload Uris3://job-postings-prod-raw-590183727216/raw/provider=rippling/board=potomac/date=2026-06-20/2026-06-20T09-11-20-329Z-58dc5ec1d75524942f0187f5eb0793d269cf5db3f4a1749849ed3f4afbcb8740.json
Event Fields
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  "last_changed_at": "2026-06-20T09:11:21.704Z",
  "active_status": "active"
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Parsed Structured
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Extensions
{}
Native Structured
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    "description": {
      "role": "<meta><h6 style=\"font-family:&quot;Basel Grotesk&quot;,Arial,sans-serif;line-height:1.6;font-size:13pt;font-weight:600;letter-spacing:0.25px;margin-top:8px;margin-bottom:4px;text-align:start;padding-left:0px;\"><b><strong style=\"background-color:rgba(0,0,0,0);white-space:pre-wrap;\">Summary</strong></b></h6><p style=\"font-family:&quot;Basel Grotesk&quot;,Arial,sans-serif;font-size:12pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;text-align:start;\"><span style=\"font-size:12pt;white-space:pre-wrap;\">As an&nbsp;</span><b><strong style=\"background-color:rgba(0,0,0,0);font-size:12pt;white-space:pre-wrap;\">Internal Wholesaler,</strong></b><span style=\"font-size:12pt;white-space:pre-wrap;\">&nbsp;you’ll partner with our external wholesalers, playing a key role in building relationships with financial advisors, driving sales, and developing a winning business strategy. This is a full-time, on-site position at our brand-new office in the Avocet Tower in downtown Bethesda. We're happy to get candidates from all over the country, but the position will require relocation before starting.</span></p><p style=\"font-family:&quot;Basel Grotesk&quot;,Arial,sans-serif;font-size:12pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;text-align:start;\"><span style=\"font-size:12pt;white-space:pre-wrap;\">This role is 100% onsite in Bethesda, MD. </span></p><h6 style=\"font-family:&quot;Basel Grotesk&quot;,Arial,sans-serif;line-height:1.6;font-size:13pt;font-weight:600;letter-spacing:0.25px;margin-top:8px;margin-bottom:4px;text-align:start;padding-left:0px;\"><b><strong style=\"background-color:rgba(0,0,0,0);white-space:pre-wrap;\">What You’ll Do</strong></b></h6><ul data-pattern=\"discCircleSquare\" data-depth=\"1\" style=\"font-family:&quot;Basel Grotesk&quot;,Arial,sans-serif;font-size:11pt;font-weight:400;margin:8px 0px;line-height:1.6;padding:0px 0px 0px 32px;list-style-type:disc;\"><li style=\"color:rgba(0,0,0,0.9);font-size:12pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;text-align:start;\"><span style=\"font-size:12pt;white-space:pre-wrap;\">Conduct proactive outreach to advisors, promoting our products and driving sales.</span></li><li style=\"color:rgba(0,0,0,0.9);font-size:12pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;text-align:start;\"><span style=\"font-size:12pt;white-space:pre-wrap;\">Build and deepen relationships with financial advisors.</span></li><li style=\"color:rgba(0,0,0,0.9);font-size:12pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;text-align:start;\"><span style=\"font-size:12pt;white-space:pre-wrap;\">Collaborate with external wholesalers to meet regional goals.</span></li><li style=\"color:rgba(0,0,0,0.9);font-size:12pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;text-align:start;\"><span style=\"font-size:12pt;white-space:pre-wrap;\">Provide solutions that help advisors deliver exceptional results for their clients.</span></li><li style=\"color:rgba(0,0,0,0.9);font-size:12pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;text-align:start;\"><span style=\"font-size:12pt;white-space:pre-wrap;\">Collaborate with the rest of the internal team to ensure smooth and efficient sales processes, including coordinating marketing campaigns and product launches.</span></li><li style=\"color:rgba(0,0,0,0.9);font-size:12pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;text-align:start;\"><span style=\"font-size:12pt;white-space:pre-wrap;\">Effectively manage HubSpot CRM information and advisor profiles.</span></li></ul><h6 style=\"font-family:&quot;Basel Grotesk&quot;,Arial,sans-serif;line-height:1.6;font-size:13pt;font-weight:600;letter-spacing:0.25px;margin-top:8px;margin-bottom:4px;text-align:start;padding-left:0px;\"><b><strong style=\"background-color:rgba(0,0,0,0);white-space:pre-wrap;\">Who You Are</strong></b></h6><ul data-pattern=\"discCircleSquare\" data-depth=\"1\" style=\"font-family:&quot;Basel Grotesk&quot;,Arial,sans-serif;font-size:11pt;font-weight:400;margin:8px 0px;line-height:1.6;padding:0px 0px 0px 32px;list-style-type:disc;\"><li style=\"color:rgba(0,0,0,0.9);font-size:12pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;text-align:start;\"><span style=\"font-size:12pt;white-space:pre-wrap;\">A natural problem solver who enjoys thinking creatively and finding new ways to improve processes.</span></li><li style=\"color:rgba(0,0,0,0.9);font-size:12pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;text-align:start;\"><span style=\"font-size:12pt;white-space:pre-wrap;\">Competitive, self-driven, and eager to grow.</span></li><li style=\"color:rgba(0,0,0,0.9);font-size:12pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;text-align:start;\"><span style=\"font-size:12pt;white-space:pre-wrap;\">A strategic thinker who sees the big picture but never misses the small stuff.</span></li></ul><h6 style=\"font-family:&quot;Basel Grotesk&quot;,Arial,sans-serif;line-height:1.6;font-size:13pt;font-weight:600;letter-spacing:0.25px;margin-top:8px;margin-bottom:4px;text-align:start;padding-left:0px;\"><b><strong style=\"background-color:rgba(0,0,0,0);white-space:pre-wrap;\">Required Qualifications</strong></b></h6><ul data-pattern=\"discCircleSquare\" data-depth=\"1\" style=\"font-family:&quot;Basel Grotesk&quot;,Arial,sans-serif;font-size:11pt;font-weight:400;margin:8px 0px;line-height:1.6;padding:0px 0px 0px 32px;list-style-type:disc;\"><li style=\"color:rgba(0,0,0,0.9);font-size:12pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;text-align:start;\"><span style=\"font-size:12pt;white-space:pre-wrap;\">Must have or be willing to acquire licensing: SIE, Series 7 and either 63 &amp; 65 or 66.</span></li><li style=\"color:rgba(0,0,0,0.9);font-size:12pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;text-align:start;\"><span style=\"font-size:12pt;white-space:pre-wrap;\">Bachelor’s degree or equivalent experience.</span></li></ul><h6 style=\"font-family:&quot;Basel Grotesk&quot;,Arial,sans-serif;line-height:1.6;font-size:13pt;font-weight:600;letter-spacing:0.25px;margin-top:8px;margin-bottom:4px;text-align:start;padding-left:0px;\"><b><strong style=\"background-color:rgba(0,0,0,0);white-space:pre-wrap;\">Preferred Qualifications</strong></b></h6><ul data-pattern=\"discCircleSquare\" data-depth=\"1\" style=\"font-family:&quot;Basel Grotesk&quot;,Arial,sans-serif;font-size:11pt;font-weight:400;margin:8px 0px;line-height:1.6;padding:0px 0px 0px 32px;list-style-type:disc;\"><li style=\"color:rgba(0,0,0,0.9);font-size:12pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;text-align:start;\"><span style=\"font-size:12pt;white-space:pre-wrap;\">1-3 years in financial services sales preferred (mutual funds, annuities, ETFs, or separately managed accounts).</span></li></ul><h6 style=\"font-family:&quot;Basel Grotesk&quot;,Arial,sans-serif;line-height:1.6;font-size:13pt;font-weight:600;letter-spacing:0.25px;margin-top:8px;margin-bottom:4px;text-align:start;padding-left:0px;\"><b><strong style=\"background-color:rgba(0,0,0,0);white-space:pre-wrap;\">Objectives</strong></b></h6><ul data-pattern=\"discCircleSquare\" data-depth=\"1\" style=\"font-family:&quot;Basel Grotesk&quot;,Arial,sans-serif;font-size:11pt;font-weight:400;margin:8px 0px;line-height:1.6;padding:0px 0px 0px 32px;list-style-type:disc;\"><li style=\"color:rgba(0,0,0,0.9);font-size:12pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;text-align:start;\"><span style=\"font-size:12pt;white-space:pre-wrap;\">Develop a deep understanding of Potomac’s investment products and think critically about how they fit into an advisors' business.</span></li><li style=\"color:rgba(0,0,0,0.9);font-size:12pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;text-align:start;\"><span style=\"font-size:12pt;white-space:pre-wrap;\">Stay current with industry trends and developments, to ensure that Potomac stays head of the curve.</span></li><li style=\"color:rgba(0,0,0,0.9);font-size:12pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;text-align:start;\"><span style=\"font-size:12pt;white-space:pre-wrap;\">Comply with legal and compliance regulations at all times.</span></li></ul><p style=\"font-family:&quot;Basel Grotesk&quot;,Arial,sans-serif;font-size:12pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;text-align:start;\"><span style=\"font-size:12pt;white-space:pre-wrap;\">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.</span></p><p style=\"font-family:&quot;Basel Grotesk&quot;,Arial,sans-serif;font-size:12pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;text-align:start;\"><span style=\"font-size:12pt;white-space:pre-wrap;\">If you want to drive, build, and scale, this is your shot.</span></p><p style=\"font-family:&quot;Basel Grotesk&quot;,Arial,sans-serif;font-size:12pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;text-align:start;\"><br></p><h6 style=\"font-family:&quot;Basel Grotesk&quot;,Arial,sans-serif;line-height:1.6;font-size:13pt;font-weight:600;letter-spacing:0.25px;margin-top:8px;margin-bottom:4px;padding-left:0px;\"><b><strong style=\"white-space:pre-wrap;\">Benefits:</strong></b></h6><ul data-pattern=\"discCircleSquare\" data-depth=\"1\" style=\"font-family:&quot;Basel Grotesk&quot;,Arial,sans-serif;font-size:11pt;font-weight:400;margin:8px 0px;line-height:1.6;padding:0px 0px 0px 32px;list-style-type:disc;\"><li style=\"font-size:12pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;\"><span style=\"font-size:12pt;white-space:pre-wrap;\">Medical insurance</span></li><li style=\"font-size:12pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;\"><span style=\"font-size:12pt;white-space:pre-wrap;\">Vision insurance</span></li><li style=\"font-size:12pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;\"><span style=\"font-size:12pt;white-space:pre-wrap;\">Dental insurance</span></li><li style=\"font-size:12pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;\"><span style=\"font-size:12pt;white-space:pre-wrap;\">Health savings account option</span></li><li style=\"font-size:12pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;\"><span style=\"font-size:12pt;white-space:pre-wrap;\">401(k) &amp; other retirement benefits</span></li><li style=\"font-size:12pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;\"><span style=\"font-size:12pt;white-space:pre-wrap;\">Paid maternity leave</span></li><li style=\"font-size:12pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;\"><span style=\"font-size:12pt;white-space:pre-wrap;\">Paid paternity leave</span></li><li style=\"font-size:12pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;\"><span style=\"font-size:12pt;white-space:pre-wrap;\">Commuter benefits</span></li><li style=\"font-size:12pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;\"><span style=\"font-size:12pt;white-space:pre-wrap;\">Disability insurance</span></li><li style=\"font-size:12pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;\"><span style=\"font-size:12pt;white-space:pre-wrap;\">Paid time off</span></li></ul><p style=\"font-family:&quot;Basel Grotesk&quot;,Arial,sans-serif;font-size:12pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;\"><b><strong style=\"font-size:12pt;white-space:pre-wrap;\">Compensation</strong></b></p><p style=\"font-family:&quot;Basel Grotesk&quot;,Arial,sans-serif;font-size:12pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;\"><span style=\"font-size:12pt;white-space:pre-wrap;\">Industry-competitive pay structure with a combination of base salary and performance-based incentives. </span></p><p style=\"font-family:&quot;Basel Grotesk&quot;,Arial,sans-serif;font-size:12pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;\"><b><strong style=\"font-size:12pt;white-space:pre-wrap;\">Target total compensation: $80,000-$110,000 plus</strong></b></p>",
      "company": "<meta><h6 style=\"font-family:&quot;Basel Grotesk&quot;,Arial,sans-serif;line-height:1.6;font-size:13pt;font-weight:600;letter-spacing:0.25px;margin-top:8px;margin-bottom:4px;padding-left:0px;\"><b><strong style=\"white-space:pre-wrap;\">The Opportunity</strong></b><span style=\"white-space:pre-wrap;\">&nbsp;</span></h6><p style=\"font-family:&quot;Basel Grotesk&quot;,Arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;text-align:left;\"><span style=\"font-size:12pt;white-space:pre-wrap;\">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. &nbsp;</span></p><p style=\"font-family:&quot;Basel Grotesk&quot;,Arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;text-align:left;\"><span style=\"font-size:12pt;white-space:pre-wrap;\">We’re a</span><span style=\"white-space:pre-wrap;\">&nbsp;</span><span style=\"font-size:12pt;white-space:pre-wrap;\">boutique</span><span style=\"white-space:pre-wrap;\">&nbsp;</span><span style=\"font-size:12pt;white-space:pre-wrap;\">tactical</span><span style=\"white-space:pre-wrap;\">&nbsp;</span><span style=\"font-size:12pt;white-space:pre-wrap;\">asset manager</span><span style=\"white-space:pre-wrap;\">&nbsp;</span><span style=\"font-size:12pt;white-space:pre-wrap;\">with a differentiated product</span><span style=\"white-space:pre-wrap;\">&nbsp;</span><span style=\"font-size:12pt;white-space:pre-wrap;\">that serves</span><span style=\"white-space:pre-wrap;\">&nbsp;</span><span style=\"font-size:12pt;white-space:pre-wrap;\">the</span><span style=\"white-space:pre-wrap;\">&nbsp;</span><span style=\"font-size:12pt;white-space:pre-wrap;\">independent broker-dealer and RIA</span><span style=\"white-space:pre-wrap;\">&nbsp;</span><span style=\"font-size:12pt;white-space:pre-wrap;\">channel&nbsp;&nbsp;</span></p><p style=\"font-family:&quot;Basel Grotesk&quot;,Arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;text-align:left;\"><span style=\"font-size:12pt;white-space:pre-wrap;\">Headquartered in Bethesda, MD, we combine institutional-grade investment expertise with a quantitative process that is Built to Conquer Risk</span><b><strong style=\"font-size:12pt;white-space:pre-wrap;\">®.</strong></b><span style=\"font-size:12pt;white-space:pre-wrap;\"> &nbsp;</span></p>"
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