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Relationship Manager - National Accounts

Position

  • The Relationship Manager-National Accounts is a member of the Advisor Relations Distribution Team. The successful candidate will have an advanced level of sales and relationship management expertise and an unwavering commitment to service excellence. The role will involve working across home office representatives, due diligence research analysts, and discretionary portfolio management teams to understand their investment needs and identify potential solutions. Knowledge of mutual funds, separately managed accounts, wrap accounts and model delivery vehicles is key to the role.
  • The core responsibility of this position is to advance the business development efforts of the firm, with the goal of expanding and retaining the client base while providing a best-in-class service experience.

Responsibilities

  • Directly responsible for client expansion with assigned wealth management firms, including accountability for strategic and complex relationships.
  • Secure research led strategy recommendations, platform approvals, and placement within discretionary home office models.
  • Understand priorities, process and views of our client firms and deliver Polen Capital investment solutions that best align with client needs.
  • Develop and execute account level business plans specific to firm coverage.
  • Proactively identify appropriate prospects and cultivate relationships.
  • Develop and maintain in-depth knowledge of Polen Capital investment strategies and their application in client portfolios.
  • Effectively articulate the Firm’s value proposition in the marketplace through meetings, presentations, product campaigns, road shows and conferences.
  • Collaborate with the target audience to gather information on needs and opportunities. Share market insights within the firm and provide actionable recommendations.
  • Communicate effectively within the firm regarding business initiatives and territory opportunities, including documentation of activities and opportunity milestones.
  • Represent the Firm with integrity and model Firm values and professional standards. Act and be recognized as a leader in the firm.
  • Contribute to special projects and assignments as requested. Recommend and develop solutions to business issues that impact the Firm and its clients.

Qualifications

  • Bachelor’s degree or Master’s degree in a business field (preferred)
  • 5-7 years professional experience in asset management or financial services. Advanced designation (CFA, CAIA, etc.) preferred
  • High client service orientation.
  • Excellent verbal and written communication skills
  • Team player with exceptional people skills that contribute to the ability to work well with others toward common goals
  • Well-organized and comfortable working in a fast-paced environment; able to prioritize effectively
  • Ability to work independently and solve problems; attention to detail is essential
  • Commitment to agility, continuous learning and improvement
  • Interest and ability to contribute beyond the assigned role and territory, including training and mentoring team members
  • FINRA Series 7 and 63 licenses or ability to become licensed within 3 months of firm employment.
  • U.S. Permanent Work Authorization (required)

Additional Information

  • Full-time Employee
  • Location – flexible, Midwest preferred
  • Travel required (>50%)
  • Polen Capital is a ROWE (Results-Only Work Environment) and offers competitive health benefits including 12 weeks paid parental leave

INSTRUCTIONS FOR SUBMITTING APPLICATIONS

Qualified candidates should submit their resume and cover letter to careers@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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