Lead Advisor Engagement Events

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 initiatives
Plan signature, regional, national, and Sales events end to end
Coordinate Compliance reviews, approvals, logistics, and onsite operations
Manage vendors, contracts, budgets, and spending reconciliation
Track attendance, feedback, outcomes, risks, and lessons learned
Requirements:
Five-plus years planning corporate, advisor, client, or financial-services events
Experience managing multiple mixed-format events simultaneously
Hands-on ownership of significant budgets and vendor contracts
Strong project management with on-time, on-budget delivery
Ability to operate effectively across matrixed, regulated environments
Bring advisor events, project management, compliance coordination, and commercial measurement expertise to PICTON Investments.