The Marketing Director will oversee the planning and expansion of our digital marketing strategy and marketing content creation. This will involve leveraging data and technology to connect with customers across the client journey — from brand awareness and engagement to lead generation, retention, and analytics. The ideal candidate has hands-on marketing and leadership experience, knowledge of the investment management industry, an unwavering commitment to service excellence, and skill in an enterprise setting driving growth through traditional and digital channels. The Marketing Director will oversee the Content and Digital teams and report to the Head of Marketing.

Roles & Responsibilities

  • Develop strategic framework for the firm’s enhanced digital and content marketing strategy
  • Generate high-quality content that reflects the Polen brand & voice, captivates our audience, builds awareness of our industry leadership, and efficiently drives quality business leads
  • Design and execute digital marketing campaigns to drive traffic and strategic messaging throughout the client journey
  • Maintain robust editorial calendar
  • Demonstrate an in-depth understanding of target audience segments and client journeys, and ensure consistent messaging
  • Develop value-add materials for all client channels (intermediary, institutional, global) and mediums (print, web, social, press, digital media)
  • Consistently leverage data, analytics, insights, and metrics to guide content strategy and execute compelling, value-add marketing programs through the marketing funnel
  • Drive agile marketing practices
  • Integrate digital resources to enhance marketing campaigns including email marketing, social media marketing, visual (video) marketing, SEO and SMO
  • Provide expertise on digital marketing best practices, testing and optimization; drive results in planning and managing end-to-end campaigns
  • Ensure excellence by staying current with digital innovation and trends to deliver high-quality client experiences; recommend process improvements to enhance team competencies
  • Develop mastery of Firm culture, capabilities, investment philosophy, and strategies

Preferred Qualifications

  • 15+ years of broad marketing experience and digital marketing expertise. Prior experience in financial services and/or investment management strongly preferred.
  • Bachelor’s degree in Marketing, Business, Communications, or relevant area
  • Mastery of digital marketing best practices
  • Outstanding research, written and verbal communication acumen
  • Proven track record as an impactful storyteller
  • Keen analytical eye with the ability to identify trends in data and turn them into meaningful insights
  • Demonstrated expertise with client mapping and journeys
  • Video development experience a plus
  • Experience with marketing automation tools (Marketo preferred)
  • Excellent written and interpersonal communication skills
  • Strategic, creative, and critical thinking skills with the ability to collaborate and prioritize projects as needed
  • Strong analytics and business acumen leveraging results to make recommendations for future actions
  • Strong project management skills and attention to detail
  • Demonstrated success in a fast-paced, results-driven, team-oriented environment

Additional Information

  • Full-time Employee
  • Boca Raton, FL
  • Less than 5% travel required
  • U.S. Permanent Work Authorization (required)
  • Polen Capital is a ROWE (Results-Only Work Environment), offers competitive health benefits, annual individual training budgets, and 12-week paid parental leave

Instructions for Submitting Applications

Research shows that women and other minority 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.

Qualified candidates should submit their resume and cover letter to [email protected].