The Project Manager is a member of the Project Management Office (PMO) team.  The successful candidate has traditional and Agile project management expertise and an unwavering commitment to service excellence.  The role will involve leading and managing cross-functional investment management and technology projects and contributing to increasing firmwide value of the Project Management Office. The core responsibility of this position is managing assigned projects, meeting, or exceeding project KPIs by applying traditional and agile project management tools and techniques, while providing a best-in-class service experience to project teams, internal clients, and vendors.

Roles & Responsibilities

  • Use Polen Capital PMO standards and templates to plan and deliver the project while providing transparency into project status and KPIs to project team and management
  • Collaborate with Polen Capital teams and vendors (if applicable) to facilitate successful project initiation and alignment on initial project expectations
  • Collaborate with Project Sponsor and project team to determine the objectives and measures upon which the project success will be evaluated at its completion
  • Facilitate cross-functional and vendor collaboration to define project scope, work breakdown, and schedule baseline, understand dependencies, and ensure engagement/assignment of required resources
  • Collaborate with Polen Capital Scrum teams to define project deliverables to be added to Product Backlog
  • Support Product Owner in documenting project deliverables and creating user stories for Product Backlog
  • Support Scrum Master to remove impediments in achieving project deliverables
  • Collaborate with Program Managers as needed to ensure achievement of project objectives as a part of a Program
  • Maintain centralized project documentation repository on SharePoint and ensure that all project information is appropriately documented and secured
  • Set up Project Dashboard and keep up to date
  • Monitor progress of the project and adjust as necessary to ensure the successful completion of the project
  • Identify risks to project scope, schedule, and budget and proactively facilitate solutions with project team and management
  • Track risks and issues until they are resolved
  • Conduct post-project reviews to incorporate lessons learned for future projects and celebrate project successes and achieved business value
  • Keep up to date with project management domain knowledge to promote project management across the firm
  • Represent the Firm with integrity and model Firm values and professional standards
  • Contribute to establishing and maintaining best practices and standards of PMO for better serving internal Clients and vendors and strengthening PMO as a Center of Excellence

Preferred Qualifications

  • Bachelor’s degree in Finance, Project Management, Business Administration, or a related field
  • 4+ years professional experience in project management (PMP certified or actively pursuing a certification)
  • 2+ years professional experience in Financial Services, Asset Management, Investment Product Management, or related field
  • Traditional and Agile/Scrum project management experience
  • Demonstrated leadership skills (steward leadership, problem solving, decision-making, and conflict resolution)
  • Excellent collaboration and facilitation skills
  • Outstanding interpersonal, written and verbal communication skills
  • Solid organizational skills including attention to detail and prioritizing
  • Agility, a strong sense of commitment and the discipline to focus
  • Ability to work well under pressure
  • Mindset of continuous improvement
  • Advanced IT skills (preferred)
  • Proficiency with Atlassian and/or Azure DevOps product suite

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].