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Lead, Advisor Engagement – Events
Mahoney Asset Management. Build and maintain an integrated annual and quarterly event calendar aligned with business initiatives, product launches, sales campaigns, brand priorities and territory plans .
Tech Stack
Tools & technologiesPMP
About the role
Key responsibilities & impact- Build and maintain an integrated annual and quarterly event calendar aligned with business initiatives, product launches, sales campaigns, brand priorities and territory plans
- Establish event objectives, audiences, formats and measures of success with the function that owns the strategy
- Translate agreed strategic direction into actionable event plans
- Serve as the primary event resource for Wholesalers, ISAs and BDAs
- Enable self-service for repeatable event formats and lead larger, multi-territory events
- Lead end-to-end planning and execution of signature events, due diligence programs, regional advisor events, national meetings and Sales offsites
- Develop workplans, budgets, logistics and onsite operations
- Partner with Compliance to coordinate reviews and approvals
- Lead post-event wrap-up, reconciliation and debriefs
- Source and manage venues and suppliers, negotiate contracts and track spending against approved budgets
- Track attendance, feedback and business outcomes; report on results, risks and lessons learned
- Confirm strategic ownership, decision rights, responsibilities and handoffs with cross-functional stakeholders
- Adapt involvement by event, leading, influencing shared decisions or translating another function’s strategy into coordinated execution
- Build a centralized events resource and ready-to-use event packages, including formats, sample budgets, timelines, approvals and run-of-show
Requirements
What you’ll need- 5+ years planning and executing corporate, advisor, client or financial-services events, including leading them end to end
- Experience managing a high volume of events across mixed formats, including dinners, webinars, roadshows, conferences and due diligence programs
- Experience managing significant event budgets, vendor contracts, purchase orders and reconciliation
- Strong project management skills with a record of delivering on time and on budget
- CMP or PMP is an asset
- Vendor negotiation experience with a record of securing cost savings or added value
- Commercial mindset with experience tracking event metrics such as attendance, engagement and opportunities generated
- Exceptional attention to detail, sound judgment and composure during live delivery
- Ability to operate effectively in a matrixed environment and lead, influence or execute through cross-functional partners without direct authority
- Experience in asset management, financial services or another regulated industry is an asset
- Experience obtaining Compliance approvals
Benefits
Comp & perks- Discretionary bonus program
- Profit sharing
- Health and wellness coverage
- Life and disability insurance
- Paid time off and holidays
- Learning and development programs
- Corporate fitness reimbursement and discounts
- VersaFi memberships (formerly Women in Capital Markets)
- PICTON Investment Counseling and portfolio management services
- Volunteer and charitable donation matching
- Maternity and parental leave top-up
- Recognition awards
- Semi-annual performance bonuses
- Generous annual vacation entitlement (minimum of 15 days per year)
- Training and development reimbursement
- Extensive health and dental benefits
- Healthcare spending account
- Flexible environment
- Clear path for career growth