Founded in 1979, Polen Capital is a global investment management firm advising over $18 billion in assets and providing high value-added quality growth investment strategies to sophisticated clients around the world. The Firm seeks to attract, develop, and retain exceptional professionals who are committed to our goal of preserving and growing our clients’ assets to protect their present and enable their future. Polen Capital has two autonomous investment teams that oversee a global equities universe of high-quality growth companies. The Boca Raton-based Large Company Growth team, manages three large company strategies: Focus Growth, Global Growth, and International Growth. The Boston-based Small Company Growth team manages our U.S. Small Company Growth strategy. Polen Capital’s strategies are offered through various investment vehicles to accommodate a broad range of client mandates. Polen Capital benefits from significant, broad-based employee ownership.
Polen Capital is a growth company – Over the past five years, Polen Capital has experienced significant growth, becoming a leader in active growth management.
High visibility with Firm leadership – This position reports directly to the Chief Executive Officer and has regular meetings and problem-solving sessions with the CEO and other members of the global operating team.
Meritocracy environment – Polen Capital prides itself on being a pure meritocracy company allowing exceptional employees to be rewarded for exceptional work.
Entrepreneurial setting – Although the Company has roughly 60 employees and has been in business for 30+ years, it continues to grow year over year, therefore giving the Director of Marketing a special opportunity to build and shape an enterprise with a highly skilled, tight-knit global leadership team.
We are seeking a Director of Marketing based in our Boca Raton, Florida office who will be responsible for developing and executing strategies for the Firm’s marketing efforts. This role will have overall (global) leadership of our Marketing Team with responsibility and strategic direction for our brand, marketing collateral, RFP responses to existing and prospective clientele across multiple channels, and day-to-day workflow of marketing team. The Director of Marketing reports to the Chief Executive Officer.
The core responsibility of this position is to advance the global marketing efforts of the Firm across our Institutional, Intermediary and Direct lines of business, with the goal of expanding and solidifying Polen Capital’s presence in the marketplace as a leader in high conviction growth investing.
Roles & Responsibilities
The roles & responsibilities include the following:
Build the Polen Capital brand and expand the value proposition
Define key message and tenets of the Polen brand
Create a 3-5 year brand strategy to evolve from a large cap growth boutique to a broader equity growth provider
Ensure every client interaction supports the brand (e.g. office space, pitchbooks, client reports, website, etc.)
Develop and execute a plan to communicate brand positioning in target segments by identifying preferred forums and communication channels
Effectively articulate the Firm’s value proposition in the marketplace through mediums such as advertising, presentations, product campaigns, thought leadership, road shows and conferences.
Lead the teams that plan and execute Firm corporate and charity events
Assess marketing resource requirements and fill gaps
Broaden thought leadership to reposition Polen as a multi-capability growth manager
Create a digital strategy roadmap with the Analytics and Distribution teams to reach and support financial advisors and other relevant prospects
Work with PR firm(s) to develop a press strategy
Partner with the Technology team to define required systems and infrastructure to support client interactions
Prioritize key client touchpoints for Marketing content
Work with the Technology team to determine systems and infrastructure required to support critical client touchpoints
Review and assess current IT applications and services to identify key gaps
Prioritize investments in systems and infrastructure aligned with key client experience initiatives
Assess resource requirements to deliver and maintain IT applications and services
Implement systems and infrastructure to improve client experience
Continue updating systems, applications and infrastructure, based on trends in technology and client servicing
Expand thought leadership to support a broader brand and product set through clear thought leadership objectives
Identify the target client base
Develop thematic content aligned with buyer preferences/interests and determine its role in the sales and service cycle
Create a dedicated cross-functional thought leadership team to vet and prioritize topics
Strive for a mix of broader investment topics and product level insights
Support the firm’s investment capabilities with thought leadership
Maximize impact with coordinated launch and follow up campaigns (e.g. website, webcast, roadshows)
Institutionalize onboarding and enhance client reporting
Leverage digital outreach as primary communication method for non-prioritized segments
Invest in technology infrastructure to support custom delivery options tied to client preferences
Create a formal client feedback loop to enable the Firm to assess impact and effectiveness of content, messaging and services
Assess opportunities to enhance critical aspects of client engagement in prioritized segments
Bachelor’s degree and/or master’s degree from a top tier university (MBA and/or CFA preferred)
10+ years of marketing experience in asset management or financial services
Proven ability to lead teams, multi-task and adhere to deadlines
Strong management/coaching ability of multiple teams
Strong knowledge of the products and services available at the Firm, and of the industry as a whole
Excellent writing and oral communication skills
Excellent presentation skills
Able to seamlessly shift between strategic and tactical areas of focus
Strong computer skills (e.g., Microsoft Office suite and advanced marketing tools)
Well organized and comfortable working in a fast-paced environment
Team player with excellent communication and people skills that contribute to the ability to work well with others toward common goals
S. Work Authorization (Required)
About Polen Capital
Founded in 1979, Polen Capital is a global investment management firm advising over $17 billion in assets and providing high value-added quality growth investment strategies to sophisticated clients around the world. The Firm seeks to attract, develop, and retain exceptional professionals who are committed to our goal of preserving and growing our clients’ assets to protect their present and enable their future. Polen Capital has two autonomous investment teams that oversee a global equities universe of high-quality growth companies. Our Boca Raton, Florida-based (HQ) Large Company Growth team, manages three large company strategies; Focus Growth, Global Growth, and International Growth. Our Boston Massachusetts-based Small Company Growth team, manages our U.S. Small Company Growth strategy. Polen Capital’s strategies are offered through various investment vehicles to accommodate a broad range of client mandates. Polen Capital benefits from significant, broad-based employee ownership.