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Product Marketing Specialist
Boca Raton, FL


We are seeking an experienced Product Marketing Specialist based in our Boca Raton, Florida office. This role requires you to partner closely with Distribution and Marketing colleagues to help develop and execute strategic marketing initiatives to facilitate client engagement and sales growth. This is an opportunity to join a growing team within a fast-paced and challenging work environment, as part of a centralized marketing group interacting with the entire firm.

Key Responsibilities

  • Synthesize complex and/or abstract ideas into engaging marketing content for institutional and retail channels
  • Manage the development and production of marketing materials, collateral, and thought leadership across a fully integrated communications platform
  • Focus on quality control and quality process implementation. Keep abreast of industry and competitor best practice to make recommendations
  • Translate creative ideas into project plans and deliverables
  • Coordinate closely across marketing team to ensure consistency of messaging in all product- and investment-related content
  • Collaborate with distribution and marketing colleagues to execute integrated campaign strategy and plans, outlining key marketing themes, messages, and mediums for promotions
  • Keep abreast of market trends, buyer personas and competitive differentiators. Develop deep understanding of target audience segments and ensure messaging is consistent with investment teams’ and firm messaging
  • Work alongside compliance to ensure all marketing materials are approved before distributing, are appropriate for target audience, and are consistent with sales and marketing strategy and brand guidelines
  • Lead firm efforts on Seismic automation and sales enablement platform. Review marketing metrics to understand metrics driving engagement with content materials
  • Assist with media placement and execution of press strategy


  • 5-10+ years of experience in financial services or asset management; marketing or product management role strongly preferred
  • Relevant industry experience coupled with client-facing responsibilities will also be considered in lieu of marketing experience
  • High level of creativity with superior attention to detail
  • Innate ability to interpret quantitative and qualitative data and extract insights that unlock innovative marketing
  • Ability to collaborate and develop and maintain working relationships inside and outside the organization
  • Robust organizational and project management skills with ability to manage multiple projects and deadlines and continually able to reassess priorities to focus on high impact activities
  • Familiarity with content management and sales enablement systems (e.g., Seismic) a plus
  • Excellent written and verbal communication skills
  • Ability to leverage technology and develop efficient processes and workflows
  • Advanced proficiency in Microsoft Office Suite (Microsoft Word, Excel, PowerPoint)

Additional Information

  • Full-time Employee
  • Location - Boca Raton, FL
  • Polen Capital is a ROWE (Results-Only Work Environment) and offers competitive health benefits


Qualified candidates should submit their resume and cover letter to jobs@polencapital.com. All candidates must be a citizen of the United States or a permanent resident.

We are a high-achieving, team-oriented investment firm where talented professionals can thrive in a culture built for growth.

Stan C. Moss   |   CEO, Polen Capital

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