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Project Manager
Boca Raton, FL


The Project Manager is a member of the Analytics & Technology team. The successful candidate will have project management expertise and an unwavering commitment to service excellence. The role will focus on IT projects and involve working across all business units at the firm to understand their business needs and identify potential solutions. Knowledge of Microsoft 365 applications and Azure platform is key to the role. The core responsibility of this position is to lead the project management efforts at the firm while providing a best-in-class service experience.


  • Lead the firm’s project management efforts
  • Define the scope of each project in collaboration with senior management and team leaders
  • Gather and document requirements from key stakeholders
  • Create a detailed work plan which identifies and sequences the activities needed to successfully complete the project
  • Determine the resources (e.g., time, money, people) required to complete the project and work with business leaders to ensure the appropriate resources are allocated to the project
  • Develop a schedule for project completion that effectively allocates the resources to the activities
  • Review the project schedule with senior management and all other staff that will be affected by the project activities; revise the schedule as required
  • Determine the objectives and measures upon which the project will be evaluated at its completion
  • Execute the project according to the project plan
  • Set up files to ensure that all project information is appropriately documented and secured
  • Monitor the progress of the project and adjust as necessary to ensure the successful completion of the project
  • Identify risks to project scope, schedule, and budget
  • Track risks and issues until they are resolved
  • Establish a communication schedule to update stakeholders including appropriate staff in the organization on the progress of the project
  • Review the quality of the work completed with the project team on a regular basis to ensure that it meets the project standards
  • Ensure that the project deliverables are on time, within budget and at the required level of quality
  • Evaluate the outcomes of the project as established during the planning phase
  • Conduct post-implementation reviews of the project in order to incorporate lessons learned for future projects.
  • Research and recommend project management methodologies and tools to facilitate project management across the firm
  • Organize and lead business and technical workshops on using project management tools and methodologies to mature the project management capability of the firm
  • Represent the Firm with integrity and model Firm values and professional standards


  • Bachelor’s degree in Engineering, Project Management or a related technology field
  • 3+ years professional experience in project management (PMP preferred)
  • Demonstrated leadership skills
  • Excellent client-facing and interpersonal communication skills
  • Excellent written and verbal communication skills
  • Solid organizational skills including attention to detail and multitasking skills
  • Agility, a strong sense of commitment and the discipline to focus
  • An ability to work well under pressure
  • Strong, independent decision-making ability
  • Advanced IT skills (preferred)
  • Experience in Financial Services (preferred)

Additional Information

  • Full-time employee
  • U.S. Permanent Work Authorization required
  • Location – Boca Raton, FL
  • Polen Capital is a ROWE (Results-Only Work Environment) and offers competitive health benefits including 12 weeks paid parental leave


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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