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The Relationship Coordinator (RC) role is an entry level internal sales position for Polen Capital. It is designed to support approximately 12 professional salespeople by helping them be more time efficient, and more aware of sales opportunities in their sales territories. The RC adds significant value by lifting administrative, analytic, and basic client servicing tasks off our salespeople’s plates. This enables the sales team to be more proactive and ultimately to be more successful. In so doing, the RC will build up a library of critical skills that can support career growth along a sales track with Polen Capital.
The role requires attention to detail, a sense of duty to teammates, and curiosity about capital markets. From a day-to-day basis, a Relationship Coordinator can expect to rotate among a variety of tasks, including for example:
It is important to note that the Relationship Coordinator is a sales role at its core. The role is an opportunity to build a portfolio of skills that can set candidates up for an attractive “on ramp” to a sales/ relationship management career in asset management.
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.
Responsibilities
Qualifications
Additional Information
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
Full Time
$39k-51k (estimate)
06/08/2024
08/07/2024
The job skills required for Relationship Coordinator (Entry Level Sales) include Relationship Management, Insight, etc. Having related job skills and expertise will give you an advantage when applying to be a Relationship Coordinator (Entry Level Sales). That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Relationship Coordinator (Entry Level Sales). Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Relationship Coordinator (Entry Level Sales) positions, which can be used as a reference in future career path planning. As a Relationship Coordinator (Entry Level Sales), it can be promoted into senior positions as a SB Financial Services Relationship Manager II that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Relationship Coordinator (Entry Level Sales). You can explore the career advancement for a Relationship Coordinator (Entry Level Sales) below and select your interested title to get hiring information.