Relationship Manager

4 weeks ago

Boca Raton, United States Polen Capital Full time
Our Culture

  • Polen Capital is guided by three Core Values geared toward honoring our commitment to our clients and creating a positive culture and a cordial and productive professional environment: “Do the right thing,” “Do more than expected,” and “Respect the individual”
  • Mastery, autonomy, and purpose are key drivers for our people and behaviors
  • Polen Capital embraces a growth mindset, strives for continuous learning, communicates via radical candor, and is a Results-Only Work Environment
  • Diversity of thought, unique perspectives and inclusivity are core beliefs at Polen Capital; we view a diverse workforce as essential in fostering a culture of empathy and open-minded collaboration
Position

We are seeking a Central Territory Relationship Manager who will be a member of the Advisor Relations team in our Distribution division. 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 with Financial Advisors, RIA’s, and Family Offices to understand their investment needs and identify potential solutions. Knowledge of mutual funds, ETF’s, separately managed accounts, and Interval Funds 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 sales & service experience.

Responsibilities
  • Directly responsible for client expansion within assigned territory, including accountability for Financial Advisor, RIA and Family Office relationships
  • Understand priorities, process and views of Financial Advisors and deliver Polen Capital investment solutions that best align with client needs
  • Use data to effectively manage the territory, identify appropriate opportunities, and capture market share
  • 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 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, advanced designation (CFA, CAIA, etc.) preferred
  • 5-7 years professional experience in asset management or financial services
  • High client service orientation, 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
  • Purpose-Driven:Starts with Why – in service of our communities, our clients, and each other
  • Accountable:Operates with autonomy and drives towards results
  • Emotionally Intelligent:Demonstrates self-awareness and interpersonal skills
  • Grit:Persists in the face of adversity
  • Lifelong Learner:Employs a growth mindset and strives to become more
Additional Information
  • This is a full-time position and ideally the last company you'll work for. We've worked hard to create a culture and environment that no one wants to leave.
  • Full-time employee
  • Location: Midwest, preferably Chicago
  • Travel required (>50%)
  • Polen Capital is ROWE (Results-Only Work Environment), offers employer-paid health benefits, paid parental leave, and annual individual training budgets


Research shows that women and other underrepresented groups tend to apply only if they meet 100% of the criteria. We are committed to leveling the playing field, and we encourage women, men, people of color, veterans, the LGBTQ+ community, and those returning to the workforce to apply for positions even if they do not necessarily check every box outlined in the job description, including education level.

Polen Capital will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, please contact: talentacquisition@polencapital.com

  • Relationship Banker

    1 month ago

    Boca Raton, United States Comerica Full time

    Relationship BankerWhat we can offer you:Career Growth - promotional opportunitiesIncentive program based on performancePaid Time Off (PTO), Paid Holidays for Full Time/Part Time EmployeesHealth, Dental, Vision, 401k match and Life InsuranceEmployee Assistance ProgramTuition Assistance Program (Full Time)Financial Coaching and Benefit GuidanceFloating...

  • Relationship Banker II

    5 days ago

    Boca Raton, Florida, United States Regions Full time

    Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed,...

  • Relationship Account Executive I

    5 days ago

    Boca Raton, Florida, United States TransUnion Full time

    TransUnion's Job Applicant Privacy NoticePersonal Information We CollectYour Privacy ChoicesWhat We'll Bring:At TransUnion, we have a welcoming and energetic environment that encourages collaboration and innovation. We are consistently exploring new technologies and tools to be agile. This environment gives our people the opportunity to hone current skills...

  • Account Manager

    2 weeks ago

    Boca Raton, United States Cosmetic Solutions Full time

    Who we are: Cosmetic Solutions is a leader in the development and manufacturing of scientifically proven, innovative personal care products. With a focus on, face, body, hair, OTC, and professional use formulations, we create some of the most cost effective, high quality and powerful products on the market. Providing world class services to up and coming...

  • Account Manager

    5 days ago

    Boca Raton, United States Cosmetic Solutions Full time

    Who we are: Cosmetic Solutions is a leader in the development and manufacturing of scientifically proven, innovative personal care products. With a focus on, face, body, hair, OTC, and professional use formulations, we create some of the most cost effective, high quality and powerful products on the market. Providing world class services to up and coming...

  • Account Manager

    2 weeks ago

    Boca Raton, United States Cosmetic Solutions Full time

    Who we are: Cosmetic Solutions is a leader in the development and manufacturing of scientifically proven, innovative personal care products. With a focus on, face, body, hair, OTC, and professional use formulations, we create some of the most cost effective, high quality and powerful products on the market.  Providing world class services to up and coming...

  • Account Manager

    2 weeks ago

    Boca Raton, United States Engtal Inc Full time

    Account Manager Boca Raton, FL (Hybrid) $75k + Excellent Benefits Are you passionate about renewable energy and looking to make a meaningful impact? Do you thrive in a dynamic, high-growth environment? If so, we have an exciting opportunity for you! My client specialize in creating bespoke solar solutions for a diverse range of commercial and residential...

  • Account Manager

    1 week ago

    Boca Raton, United States Cosmetic Solutions Full time

    Who we are:Cosmetic Solutions is a leader in the development and manufacturing of scientifically proven, innovative personal care products. With a focus on, face, body, hair, OTC, and professional use formulations, we create some of the most cost effective, high quality and powerful products on the market. Providing world class services to up and coming...

  • Account Manager

    2 weeks ago

    Boca Raton, United States Engtal Full time

    Account ManagerBoca Raton, FL (Hybrid)$75k + Excellent BenefitsAre you passionate about renewable energy and looking to make a meaningful impact? Do you thrive in a dynamic, high-growth environment? If so, we have an exciting opportunity for you!My client specialize in creating bespoke solar solutions for a diverse range of commercial and residential...

  • Account Manager

    3 weeks ago

    Boca Raton, United States Engtal Full time

    Account ManagerBoca Raton, FL (Hybrid)$75k + Excellent BenefitsAre you passionate about renewable energy and looking to make a meaningful impact? Do you thrive in a dynamic, high-growth environment? If so, we have an exciting opportunity for you!My client specialize in creating bespoke solar solutions for a diverse range of commercial and residential...

  • Account Manager

    4 weeks ago

    Boca Raton, United States Engtal Full time

    Account ManagerBoca Raton, FL (Hybrid)$75k + Excellent BenefitsAre you passionate about renewable energy and looking to make a meaningful impact? Do you thrive in a dynamic, high-growth environment? If so, we have an exciting opportunity for you!My client specialize in creating bespoke solar solutions for a diverse range of commercial and residential...

  • Account Manager

    3 weeks ago

    Boca Raton, United States Engtal Inc Full time

    Account Manager Boca Raton, FL (Hybrid) $75k + Excellent Benefits Are you passionate about renewable energy and looking to make a meaningful impact? Do you thrive in a dynamic, high-growth environment? If so, we have an exciting opportunity for you! My client specialize in creating bespoke solar solutions for a diverse range of commercial and residential...

  • Audit Manager

    1 month ago

    Boca Raton, United States FORVIS Full time

    Description & Requirements Our firm provides assurance services that go beyond the compliance function. Alongside the rest of our team, you will bring credibility to our client's financial picture, communicate information objectively and clearly, and provide insight to help clients improve their businesses. If relationships are important to you, and you...

  • Senior Account Manager

    2 days ago

    Boca Raton, United States MDG SOLUTIONS, INC Full time

    Job Description MDG is hiring! We are searching for a Senior Account Manager to join our account team. Our ideal candidate will this own all aspects of campaigns, including internal and client-facing kickoff meetings at the start of an initiative to completion of delivery. The Senior Account manager will support senior account team members in executing...

  • Digital Account Manager

    5 days ago

    Boca Raton, United States Cendyn Full time

    The Digital Account Manager is responsible for the strategic planning, Customer Experience, and overall success of the Cendyn customer relationships with assigned strategic and growth customer accounts. The primary focus of the role will be to develop relationships with customer hotel executives and decision makers within existing customers to successfully...

  • Senior Account Manager

    4 days ago

    Boca Raton, United States MDG SOLUTIONS, INC Full time

    Job DescriptionMDG is hiring! We are searching for a Senior Account Manager to join our account team. Our ideal candidate will this own all aspects of campaigns, including internal and client-facing kickoff meetings at the start of an initiative to completion of delivery. The Senior Account manager will support senior account team members in executing...

  • Wealth Management Advisor

    5 days ago

    Boca Raton, United States Fifth Third Full time

    Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Serves as the trusted advisor and team coordinator to simplify complexity for Private Bank clients by challenging and collaborating with them to articulate and achieve their...

  • Audit Manager

    1 month ago

    Boca Raton, United States KSDT CPA Full time

    Job DescriptionJob DescriptionSalary: Miami, Florida OR Weston, Florida OR Boca Raton, FloridaAre you a motivated professional seeking career advancement and the chance to contribute to our cool culture and rapid growth? We have a fun and creative environment with sincere partners and an open door policy. Our culture supports full access to our partners and...

  • Construction Project Manager

    2 months ago

    Boca Raton, United States G3 Construction Full time

    Job DescriptionJob DescriptionSalary: G3 Construction, one of the leading commercial interior General Contractors serving the tri-county area of South Florida, is searching for project managers to serve at our location in Boca Raton.  G3 Construction is looking for individuals who are interested in growing with our company.  We are seeking to build our...

  • Business Development Manager

    4 days ago

    Boca Raton, United States Blue Team Restoration Full time

    Business Development Manager - Private Sector - BlueTeam We are… BlueTeam is a U.S. based service provider specializing in commercial restoration, construction and roofing - both domestic and international - and our clients are the world's premier commercial portfolio owners and operators. We are a turnkey provider for portfolio managers, owners, asset...