The Institutional Sales and Consultant Relations Team is seeking an Associate to assist with developing new business opportunities and territory management. The Relationship Associate will support business development initiatives for the Institutional Sales and Consultant Relations teams, with a focus on prospect research and content preparation to cultivate new relationships.

Roles & Responsibilities

The primary role of the Relationship Associate is to support the Distribution team in achieving the firm’s asset gathering goals and other firm-wide initiatives. Responsibilities include the following:

  • Develop a solid understanding of the firm’s investment strategies and product vehicles
  • Conduct research and develop meeting preparation collateral
  • Assist in maintaining current, relevant information on clients, consultants and prospects in the firm’s CRM system
  • Gather and share relevant industry knowledge to assist in content development and overall messaging
  • Ensure timely response to inquiries and provide ongoing communication with clients/prospects/consultants, including the compilation and distribution of recurring requests
  • Serve as internal point-person to organize activities and filter updates to the respective team members
  • Populate and maintain CRM to assist sales partners with territory and pipeline management
  • Identify prospects and cross-selling opportunities by utilizing market intelligence and competitive analysis resources such as eVestment

Preferred Qualifications

  • Bachelor’s degree
  • 2-5 years relevant work experience, preferably at an asset management firm
  • Excellent written and verbal communication skills
  • Excellent project management skills and attention to detail
  • Strong interpersonal skills and ability to work in team environment
  • Self-starter and demonstrated ability to work on multiple concurrent projects
  • Ability to leverage technology and develop efficient processes and workflows

Additional Information

  • Boca Raton, Florida or Boston, Massachusetts • Full-time Employee
  • U.S. Permanent Work Authorization (required)
  • Polen Capital offers competitive benefits including employer-funded Health Savings Accounts, 12-weeks paid parental leave, 401k profit sharing, onsite fitness and wellness, and individual learning budgets

Instructions for Submitting Applications

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.