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 transparent 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 event
Develop workplans, budgets, logistics, and onsite operating plans
Coordinate Compliance reviews and approvals within firm requirements
Lead post-event wrap-up, reconciliation,



and stakeholder debriefs
Report results, risks, lessons learned, and business outcomes
Requirements: Five-plus years leading corporate, advisor, client, or financial-services events
Strong project management delivering consistently on time and budget
Exceptional attention to detail and sound live-delivery judgment
Ability to influence cross-functional partners without direct authority
CMP or PMP is an asset
Apply event delivery, cross-functional coordination, compliance, and budget expertise to advisor experiences at PICTON Investments.

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📌 Advisor Events Project Manager (Ontario)
🏢 PICTON Investments
📍 Ontario