Firm Overview Polen Capital is a global investment management firm advising approximately $70+ billion in assets as of March 2022 and providing high value-added active strategies to a wide range of institutional and individual clients around the world. Since 1989, the Firm has been committed to attracting, developing, and retaining exceptional professionals who are aligned with our goal of preserving and growing our clients’ assets to protect their present and enable their future.

Polen Capital has four autonomous investment teams that currently oversee global equities and U.S. credit: The Boca Raton-based Large Company Growth Team; the Boston-based Small Company Growth Team; the London-based Emerging Markets Growth Team; and Waltham, MA-based U.S. High Yield Team. 

The firm has been recognized by Pensions & Investments as one of the industry’s “Best Places to Work” for each of the past six years.

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 ( ++https://www.gorowe.com++)
• 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 key sales position responsible for driving revenue growth within new distribution channels for Polen.  This sales leader will own responsibility for growing overall 1940 Act Mutual Fund sales, with particular focus on our large, independent Broker-Dealer partners.  Successful candidates will have an entrepreneurial spirit and drive and will be integrated into one of our high-performing sales teams as a trusted and critical partner.  Strategies for growing revenue fundamentally rely on a candidate's proactive approach, laser-focus on the needs of their business partners and client relationships, and an ability to stay focused on the bottom line of revenue growth and asset retention.  This position is an "on ramp" to an attractive career in asset management distribution.

Responsibilities

• Proactive sales outreach to successful financial advisors via outbound call and e-mail efforts 
• Comfort with phone and e-mail tools and a commitment to high activity is critical, as these are our primary methods of establishing contact and building new relationships with prospects
• Travel as appropriate to deepen relationships with these prospects, which will ramp up in direct relation to the amount of success this candidate has initiating new relationships via proactive call and e-mail activity
• Conviction in the value of data analytics to segment prospects by success likelihood
• Comfortable selecting top priority prospects from data such as total Mutual Fund AUM in target asset classes, distribution platforms, competitive performance, and fee metrics
• Proactive in asking for access to any additional resources and data sets that would be helpful in driving these efforts
• 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
• Build strong relationships with partners across the firm - including marketing, data analytics, and the investing teams
• Focus on the bottom line:  success will be measured primarily on revenue growth and asset retention in targeted products, with targeted financial advisors
• Represent Polen Capital with integrity and model Firm values and professional standards

Qualifications

• Bachelor’s Degree
• Prior success in a position of sales responsibility, particularly within Financial Services
• FINRA S7 and S66 licenses, or ability to obtain within 90 days of hire
• Demonstrated interest in capital markets, with progress towards advanced industry certifications
• Strong presence, confidence, and ability to gain immediate credibility as a capable sales leader
• Highly developed critical thinking and problem-solving skills
• Able to analyze business situations, synthesize detailed information, identify key priorities, and allocate time effectively
• Assertive and execution-oriented with the ability to manage effectively through ambiguity and competing priorities
• Expert verbal and written communication skills with the ability to impact and successfully persuade others
• Results-oriented with the ability to deliver within a fast-paced, execution-oriented environment
• Ability to embrace and contribute to a cohesive team environment
• Commitment to agility, continuous learning, and improvement

Additional Information

• Full-time employee
• Location: Boca Raton, FL
• 15% travel expected
• U.S. Permanent Work Authorization required
• Polen Capital is a ROWE (Results-Only Work Environment,) offers competitive 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, people of color, and those in the LGBTQ+ community to apply for positions even if they do not necessarily check every box outlined in the job description.

Polen Capital is committed to protecting the health and well-being of our team members, their families, and members of our community against COVID-19. Accordingly, we require all team members who work in our offices in the United States to be fully vaccinated against COVID-19, unless they have a documented underlying medical condition, sincerely held religious belief that prevents such vaccination, or otherwise qualify for any other valid exemption under applicable state law. Applicants who will be working in our US offices will be asked to provide proof of full COVID-19 vaccination or written statement detailing said exemption.

Polen Capital is a global independently owned growth equity boutique, led by an experienced team of investment professionals who are committed to preserving and growing the assets of our clients through a prudent and disciplined long-term investment approach.

Since 1989, our Investment Team has focused on identifying, monitoring and investing in only the highest quality growth businesses. Our prudent strategy is focused, first of all, on identifying innovative businesses that offer the greatest potential for sustainable, above-average earnings growth. From that select universe, we cull the few businesses that we believe possess the financial strength to weather the economic cycles with the least amount of market volatility.

Our concentrated Focus Growth portfolio has a long-term outlook with an average investment holding period of approximately five years. Our Global Growth and International Growth strategies use the same long-term, buy-to-hold approach. We support our investment management efforts with outstanding client service that is transparent, efficient and precise.

We offer both a Focus Growth strategy and a Global Growth strategy accessible through Separately Managed Accounts (SMAs), Mutual Funds and Undertakings for the Collective Investment of Transferable Securities (UCITS). Additionally, the Focus Growth strategy is available as a Collective Investment Trust (CIT) and the International Growth strategy is accessible through SMAs and a Mutual Fund.

The company was named by Pensions & Investments as a “Best Place to Work in Money Management” in 2016.