Regional Consultant

Regional Consultant

Firm Overview

Polen Capital a global investment management firm advising approximately $35 billion in assets as of February 2026 provides high value-added active strategies to a wide range of institutional and individual clients around the world. Since 1989 the Firm has been committed to attracting developing and retaining exceptional professionals who are aligned with our goal of preserving and growing our clients assets to protect their present and enable their future.

Polen Capital has four autonomous investment teams that currently oversee global equities and credit the Quality Growth Team; 5Perspectives Growth Team; Global Emerging Markets Growth Team; and Leveraged Credit Team with offices in Boca Raton Boston Chicago London Hong Kong and Abu Dhabi.

Polen Capital has been recognized by Pensions & Investments as one of the industrys Best Places to Work in each of the past ten years.

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 inclusiveness are core beliefs at Polen Capital; we view a diverse workforce as essential in fostering a culture of empathy and open-minded collaboration.

Position

The Regional Consultant role is a critical internal sales position for Polen Capital. It is a proactive sales role responsible for partnering with senior sales professionals to drive asset growth and cultivate new client relationships. This is a phone-first role. If you like the craft of opening conversations with smart people youll thrive here. Having innate drive and grit will set a candidate up for success.

The role involves proactively engaging Financial Advisors RIAs and Family Offices because of the candidates outbound work. Upon successfully engaging a prospect the Regional Consultant needs to be able to identify and position the most appropriate Polen Capital investment strategy as a solution to their investment needs. A passion for Capital Markets and familiarity with Mutual Funds SMAs Interval Funds UCITS and ETFs is foundational to success.

Successful candidates will have an entrepreneurial spirit and drive and will want to work hard to be seen as a trusted and critical business partner. Success in the role fundamentally relies on a candidates proactive approach laser-focus on the needs of their business partners and desire to continuously improve. For candidates who are driven by results and have an ability to stay focused on the bottom line of asset growth and retention this position is a direct on ramp to an attractive career in asset management distribution.

Why this role matters

• Youll be the first human connection for advisors discovering Polen
• Your outreach directly determines which advisors get access to our investment teams and solutions
• Youll build mastery in markets consultative messaging not just dialing

Youll love this role if you

• Enjoy starting conversations with strangers and earning the next meeting
• Want to master talk tracks objection handling and consultative discovery
• Like using data to decide where to spend your time
• Are internally competitive with yourself (process improvement)

Responsibilities

• Proactive sales outreach in assigned territory to financial advisors via outbound call and e-mail efforts
• Strategic oversight & coordination of territory travel for meetings and conferences
• Proactively secure prospects and client review meetings in tandem with senior sales leaders in the territory and in alignment with travel schedules
• Serve as a home office point of contact to promptly answer client questions
• Analyze competitive product reports and offer ideas on how to position Polen Capital attractively
• Data-Driven approach to territory segmentation and call prioritization
• Commitment to partnership: sales is a team sport and the internal wholesaler is at the heart of a high-functioning sales team helping align everyone to the teams highest value efforts
• Build strong relationships with partners across the firm- including marketing data analytics and the investing teams
• Develop and maintain knowledge of market dynamics and the firms investment strategies and offerings. Share client and market feedback with internal partners across the firm
• Focus on the bottom line: success will be measured primarily on asset-growth and retention in targeted products with targeted financial advisors
• Document activities and opportunity milestones in a timely way via required technologies and process in the contact management system

Qualifications

• Comfort with phone and e-mail tools and a commitment to high activity is critical; these are our primary methods of establishing contact and building new relationships with prospects
• Conviction in the value of data analytics to segment prospects by success likelihood
• FINRA SIE S7 S66 Licenses a plus
• 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 youll work for. Weve worked hard to create a culture and environment that no one wants to leave.
• Full-time employee
• Location Boca Raton FL
• Less than 5% travel expected
• Polen Capital is ROWE (Results-Only Work Environment) offers employer-paid health benefits paid parental leave and annual individual learning 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:

Required Experience:

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