Our Culture

• Polen Capital is guided by three Core Values geared toward honoring our commitment to our clients and creating a positive culture and a cordial and productive professional environment: “Do the right thing,” “Do more than expected,” and “Respect the individual”
• Mastery, autonomy, and purpose are key drivers for our people and behaviors
• Polen Capital embraces a growth mindset, strives for continuous learning, communicates via radical candor, and is a Results-Only Work Environment
• Diversity of thought, unique perspectives and inclusivity are core beliefs at Polen Capital; we view a diverse workforce as essential in fostering a culture of empathy and open-minded collaboration

Position

The Relationship Associate role is a critical internal sales position for Polen Capital. It is a proactive sales role, responsible for partnering with 3 senior sales professionals to drive asset growth and cultivate new client relationships in our Mid-Atlantic / South Territory. Hunger to use outbound phone & e-mail tools to make an impact is a must. Having innate drive and grit will set a candidate up for success. 

The role involves proactively engaging Financial Advisors, RIA’s, and Family Offices as a result of the candidate’s outbound work. Upon successfully engaging a prospect, the Relationship Associate needs to be able to identify and position the most appropriate Polen Capital’s investment strategy as a solution to their investment needs. A passion for Capital Markets, and familiarity with Mutual Funds, SMA’s, Interval Funds, UCITS, and ETF’s, is foundational to success.

Successful candidates will have an entrepreneurial spirit and drive and will want to work hard to be seen as a trusted and critical business partner. Success in the role fundamentally relies on a candidate’s proactive approach, laser-focus on the needs of their business partners, and desire to continuously improve. For candidates who are driven by results and have an ability to stay focused on the bottom line of asset growth and retention, this position is an “on ramp” to an attractive career in asset management distribution.

Responsibilities

• Proactive sales outreach in assigned territory to financial advisors via outbound call and e-mail efforts
• Strategic oversight & coordination of territory travel for meetings and conferences
• Proactively secure prospect and client review meetings in tandem with senior sales leaders in the territory and in alignment with travel schedules
• Serve as a home office point of contact to promptly answer client questions
• Analyze competitive product reports, and offer ideas on how to position Polen Capital attractively
• Data-Driven approach to territory segmentation and call prioritization
• Commitment to partnership: sales is a team sport, and the internal wholesaler is at the heart of a high-functioning sales team, helping align everyone to the team’s highest value efforts
• Built strong relationships with partners across the firm- including marketing, data analytics, and the investing teams
• Develop and maintain knowledge of market dynamics and the firm’s investment strategies and offerings. Share client and market feedback with internal partners across the firm
• Focus on the bottom line: success will be measured primarily on asset-growth and retention in targeted products, with targeted financial advisors
• Document activities and opportunity milestones in a timely way via required technologies and process in the contact management system
• Contribute to special projects and assignments as requested
• Represent Polen Capital with integrity, and model firm values and professional standards

Qualifications

• Comfort with phone and e-mail tools, and a commitment to high activity is critical; these are our primary methods of establishing contact and building new relationships with prospects
• Conviction in the value of data analytics to segment prospects by success likelihood
• FINRA SIE, S7, S66 Licenses a plus
• Purpose-Driven: Starts with Why – in service of our communities, our clients, and each other
• Accountable: Operates with autonomy and drives towards results
• Emotionally Intelligent: Demonstrates self-awareness and interpersonal skills
• Grit: Persists in the face of adversity
• Lifelong Learner: Employs a growth mindset and strives to become more

Additional Information

• This is a full-time position and ideally the last company you'll work for. We've worked hard to create a culture and environment that no one wants to leave.
• Full-time employee
• Location – Boca Raton, FL
• Less than 5% travel expected
• Polen Capital is ROWE (Results-Only Work Environment), offers employer-paid health benefits, paid parental leave, and annual individual training budgets.

Research shows that women and other underrepresented groups tend to apply only if they meet 100% of the criteria. We are committed to leveling the playing field, and we encourage women, men, people of color, veterans, the LGBTQ community, and those returning to the workforce to apply for positions even if they do not necessarily check every box outlined in the job description, including education level.

Polen Capital will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, please contact: talentacquisition@polencapital.com