Advisor Events Project Manager
PICTON Investments
Coordinate advisor events at PICTON Investments, applying detailed project management and compliance judgment across vendors, budgets, and live delivery. Lead execution through partners.As Lead, Advisor Engagement & Events, you will adapt your ownership to each event, leading decisions or translating strategy into execution. You will coordinate clear responsibilities and handoffs across Marketing, Sales, Compliance, Product, Finance, and other stakeholders. The position requires composure, detail, and judgment.Key Responsibilities:
Confirm decision rights, responsibilities, and handoffs for each eventDevelop workplans, budgets, logistics, and onsite operating plansCoordinate Compliance reviews and approvals within firm requirementsLead post-event wrap-up, reconciliation, and stakeholder debriefsReport results, risks, lessons learned, and business outcomesRequirements:
Five-plus years leading corporate, advisor, client, or financial-services eventsStrong project management delivering consistently on time and budgetExceptional attention to detail and sound live-delivery judgmentAbility to influence cross-functional partners without direct authorityCMP or PMP is an assetApply event delivery, cross-functional coordination, compliance, and budget expertise to advisor experiences at PICTON Investments.
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Confirm decision rights, responsibilities, and handoffs for each eventDevelop workplans, budgets, logistics, and onsite operating plansCoordinate Compliance reviews and approvals within firm requirementsLead post-event wrap-up, reconciliation, and stakeholder debriefsReport results, risks, lessons learned, and business outcomesRequirements:
Five-plus years leading corporate, advisor, client, or financial-services eventsStrong project management delivering consistently on time and budgetExceptional attention to detail and sound live-delivery judgmentAbility to influence cross-functional partners without direct authorityCMP or PMP is an assetApply event delivery, cross-functional coordination, compliance, and budget expertise to advisor experiences at PICTON Investments.
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Vacancy posted 1 hour ago
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