Lead Advisor Engagement Events Winnipeg

Lead Advisor Engagement Events Winnipeg

28 Oct
|
PICTON Investments
|
Winnipeg

28 Oct

PICTON Investments

Winnipeg

Lead advisor engagement and events for PICTON Investments, using project management and vendor negotiation to deliver compliant experiences. Coordinate programs across functions and territories.As Lead, Advisor Engagement & Events, you will develop integrated programs supporting relationship development, territory priorities, and growth objectives. You will shape event strategy with Sales or translate Marketing direction into cohesive execution plans. Success requires budget ownership, measurement, and cross-functional coordination.Key Responsibilities:
Build annual and quarterly calendars aligned with business initiativesPlan signature, regional, national, and Sales events end to endCoordinate Compliance reviews, approvals, logistics, and onsite operationsManage vendors, contracts, budgets,



and spending reconciliationTrack attendance, feedback, outcomes, risks, and lessons learnedRequirements:
Five-plus years planning corporate, advisor, client, or financial-services eventsExperience managing multiple mixed-format events simultaneouslyHands-on ownership of significant budgets and vendor contractsStrong project management with on-time, on-budget deliveryAbility to operate effectively across matrixed, regulated environmentsBring advisor events, project management, compliance coordination, and commercial measurement expertise to PICTON Investments.
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📌 Lead Advisor Engagement Events Winnipeg
🏢 PICTON Investments
📍 Winnipeg

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