Relationship Associate – Institutional Relations

Location
Boca Raton, Florida
Salary
dependent on experience, Polen Capital provides excellent benefits.
Posted
Nov 11, 2020
Closes
Dec 11, 2020
Employment Type
Full Time
Education
Bachelors

The Institutional Business Development Team is seeking a Relationship Associate to assist with developing new business opportunities and territory management. The Relationship Associate will focus on prospect research and content preparation to cultivate new relationships.

Responsibilities

The primary role of the Relationship Associate is to support the Distribution team in achieving the firm’s asset gathering goals and other firm-wide initiatives. Responsibilities include the following:

  • Develop a solid understanding of the firm’s investment strategies and product vehicles
  • Conduct research and develop meeting preparation collateral
  • Assist in maintaining current, relevant information on clients, consultants, and prospects in the firm’s CRM system
  • Gather and share relevant industry knowledge to assist in content development and overall messaging
  • Ensure timely response to inquiries and provide ongoing communication with clients/prospects/consultants, including the compilation and distribution of recurring requests 
  • Serve as internal point-person to organize activities and filter updates to the respective team members
  • Populate and maintain CRM to assist sales partners with territory and pipeline management
  • Identify prospects and cross-selling opportunities by utilizing market intelligence and competitive analysis resources such as eVestment, Fin|searches, FundMap, Ignites, FundFire and Money Market Directory

Qualifications

  • Bachelor’s degree in a business field or related field
  • 1-5 years professional experience, preferably in asset management or financial services; candidates who do not have at least one year of full-time work experience will not be considered
  • High client-service orientation 
  • Strong verbal and written communication skills
  • Team player with excellent people skills that contribute to the ability to work well with others toward common goals
  • Strong computer skills and ability to quickly learn and integrate new technology applications (Microsoft Office suite including Word, Excel and PowerPoint), knowledge of CRM systems helpful
  • Well- organized and comfortable working in a fast-paced environment
  • Commitment to agility, continuous learning, and improvement
  • FINRA Series 7 and 63 licenses, or ability to become licensed within 6 months of firm employment

Additional Information

  • Full-time Employee
  • Location: Boca Raton, FL or Boston, MA
  • Less than 5% travel required
  • 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
  • Qualified candidates should submit their resume to jobs@polencapital.com

Firm Overview

Polen Capital is a global investment management firm advising approximately $50+ billion in assets as of November 2020 and providing high value-added, quality growth equity investment 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 three autonomous investment teams that oversee a global equities universe of high-quality growth companies. The Boca Raton-based Large Company Growth team manages three large company strategies: Focus Growth, Global Growth, and International Growth. The Boston-based Small Company Growth team manages three small company strategies: U.S. Small Company Growth, U.S. Small- and Mid-Cap Company Growth, and International Small Company Growth.  The London-based Emerging Markets Growth team manages a Global Emerging Markets Growth strategy. The firm has been recognized by Pensions & Investments as one of the industry’s “Best Places to Work” in each of the past four 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