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Sales Associate

Potomac · Bethesda, MD, United States · On Site · Active · $50,000–$50,000 / year · Rippling ATS

Job facts

FieldValue
CompanyPotomac
TitleSales Associate
Normalized title-
Department / teamInternal Sales
LocationBethesda, MD, United States
Work modelOn Site
Employment typeFull Time
Salary$50,000–$50,000 / year
Statusactive
ATS providerRippling ATS
Posted / first seen2026-01-05 / 2026-05-29
Changed / last seen2026-06-06 / 2026-06-06

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 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 ~$3B+ AUM/AUA asset manager that serves independent broker-dealers and RIAs with one mission: to cut through the noise and deliver results. Headquartered in Bethesda, MD, we combine institutional-grade investment expertise with a quantitative process that is Built to Conquer Risk ®. 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 is a full-time, on-site position at our home office in the Avocet Tower in downtown Bethesda. 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

Full job record

Job ID7dffc64bf63cbb9590fe1a2eba6eacb0b7b4f874
Org IDcc487d51-21c2-40c3-8343-bfdc696f505f
Source ID8021b6c5-c7b1-4043-a8cc-b6bf08be9b22
Board ID8021b6c5-c7b1-4043-a8cc-b6bf08be9b22
Providerrippling
Provider Job Key87d279f7-e4a1-4be9-8826-72f4ceadfbc8
TitleSales Associate
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 RawUSD 50000-50000 YEAR
Salary Min50,000
Salary Max50,000
Salary CurrencyUSD
Salary Periodyear
Source URLhttps://ats.rippling.com/potomac/jobs/87d279f7-e4a1-4be9-8826-72f4ceadfbc8
Apply URLhttps://ats.rippling.com/potomac/jobs/87d279f7-e4a1-4be9-8826-72f4ceadfbc8
First Seen At2026-05-29 07:10:17Z
Last Seen At2026-06-06 08:44:40Z
Last Checked At2026-06-06 08:44:40Z
Last Changed At2026-06-06 08:44:40Z
Inactive At—
Source Posted At2026-01-05 18:29:02Z
Source Updated At—
Raw Payload Uris3://job-postings-prod-raw-590183727216/raw/provider=rippling/board=potomac/date=2026-06-06/2026-06-06T08-44-38-974Z-1a9b46e212a1fbb80a2529948fd3513f489ebe35058c75bcd17abc5e9e6c69e0.json
Event Fields
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Extensions
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      "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;padding-left:0px;\"><b><strong style=\"white-space:pre-wrap;\">Summary</strong></b><span style=\"white-space:pre-wrap;\">&nbsp;</span></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;\">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.</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;\">We’re a ~$3B+ AUM/AUA asset manager that serves independent broker-dealers and RIAs with one mission: to cut through the noise and deliver results.</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;\">Headquartered in Bethesda, MD, we combine institutional-grade investment expertise with a quantitative process that is Built to Conquer Risk</span><b><strong style=\"background-color:rgba(0,0,0,0);font-size:12pt;white-space:pre-wrap;\">®.</strong></b></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;\">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;\">We’re seeking a motivated&nbsp;</span><b><strong style=\"background-color:rgba(0,0,0,0);font-size:12pt;white-space:pre-wrap;\">Sales Associate</strong></b><span style=\"font-size:12pt;white-space:pre-wrap;\">&nbsp;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 is a full-time, on-site position at our home office in the Avocet Tower in downtown Bethesda.</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;\">Support the sales team with their efforts to engage financial advisors and schedule meetings.</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;\">Research and qualify financial advisors, identifying innovative ways to expand Potomac’s advisor relationships.</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;\">Maintain and update CRM data to track client information, insights, and opportunities.</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;\">Prepare analytical reports that effectively showcase our investment strategies.</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;\">Assist with event planning invites and marketing initiatives to engage 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;\">Create targeted lists for call campaigns.</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;\">Help drive our LinkedIn outreach and content promotion to 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;\">Fulfill swag orders for customers.</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;\">Detail-oriented, organized, and always looking for ways to drive efficiency.</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;\">Recent college graduate with a passion for asset management, financial markets, and solving challenges.</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;\">OR 2 years or less of sales experience, preferably in financial services.</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;\">Must pass the SIE, Series 7 and either 63 &amp; 65 or 66 licensing exams within 7 months of hire.</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;\">Completed a summer internship in financial services (broker/dealer, RIA, or asset manager).</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>",
      "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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