Description
Potomac, a $3 billion+ AUM/AUA asset manager headquartered in Bethesda, MD, is seeking a Sales Associate to join their dynamic sales team. The role involves supporting the sales team in engaging financial advisors, scheduling meetings, researching and qualifying advisors, updating CRM data, preparing analytical reports, assisting with event planning, creating targeted lists, driving LinkedIn outreach, and fulfilling customer orders. This is a full-time, on-site position located in downtown Bethesda.
