Associate, National Accounts

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One of Canadas Most Trusted Investment Brands.

AtPicton Mahoney Asset Management(PICTON Investments) being alternative isnt just what we doits who we are.

Founded by industry pioneer David Picton weve spent 20 years challenging conventional wisdom and redefining the investing landscape. As one of Canadas most trusted investment brands we are proudly independentprivately run 100% employee-owned and deeply committed to delivering results for our clients.

Thinking Alternatively is in Our DNA.

With a team of over 203 bold thinkersone-third dedicated solely to investment managementwe are specialists not generalists. Managing $16.1 billion for institutional and retail clients we navigate markets with conviction resilience and a forward-thinking approach.

Were more than investors were innovators. We challenge traditional investment mindsets constantly pushing the boundaries to achieve our mission: To bring greater certainty to investors.

Our success is built on four guiding principles:

• Treat investors money like our own.
• Redefine the way investors invest.
• Be humanalways approachable.
• Succeed together one investment at a time.

These arent just wordsthey define how we think how we invest and how we work.

Now were entering our next chapter. Were transforming our brand and reshaping the way the world invests. If you think alternatively embrace an entrepreneurial spirit and thrive in a dynamic bureaucracy-free environment join us and be part of whats next.

Thriving in Our Entrepreneurial Culture

AtPICTON Investments youll thrive in our creative and dynamic workplace where collaboration and support are at the core of everything we do. At our firm youll have the opportunity to take on significant responsibilities work in a flexible environment and tackle challenging projects from the outset. Our culture is designed for ambitious professionals who want to make an immediate impact while continuing to push boundaries and achieve our greater mission. Youll be empowered with a high level of responsibility trust and flexibility providing an exciting and creative space for you to help reshape how the world views alternative investments. With competitive total rewards performance-based bonuses and a clear path for career growth youll have everything you need to develop both now and over the longer term.

The Opportunity

Were looking for a National Accounts Associate to help drive the next stage of our growth across a Canadas Integrated and Independent this role youll boost team efficiency enhance internal processes and elevate our brand presence with key advisor segments.

Reporting to the Vice President of National Accounts and Director of National Accounts youll work across departments and with external partners to support strategic initiatives deepen platform relationships and expand access to our investment solutions.

If youre organized proactive and eager to grow your expertise in alternatives this is your chance to make an immediate impactand be part of a firm thats changing how Canadians invest.

Youll have the opportunity to learn and lead:

Responsibilities of the Role:

• Co-leading the creation of a National Accounts Service Desk partnering with Product and Marketing teams to deliver world-class advisor supportfrom meeting prep to conference strategy and relationship management.
• Owning the annual calendar of conferences meetings reviews and deliverables to ensure flawless execution and maximum impact.
• Building relationships that matterfrom program managers to investment committeeswhile identifying opportunities for product placement platform access and thought leadership.
• Expanding visibility of Picton strategies across discretionary fee-based and MFDA platforms including enhancing product positioning sales education and go-to-market strategy.
• Representing Picton at industry events and due diligence meetings with the ability to lead conversations or take the stage as needed.
• Managing dealer requirements and due diligence workflows collaborating closely with Compliance and internal teams to ensure seamless onboarding and retention.
• Sharing insights and feedback from key stakeholders with the sales team to enhance execution and inform strategic direction.

What were looking for

• 3-5 years of experience in financial services ideally in sales operations or client management roles.
• Post-secondary education in Business Finance Economics or a related discipline.
• Bilingual in French and English is a strong asset.
• A track record of building trusted relationships in B2B or advisor-facing environments.
• Strong working knowledge of advisor distribution channelsinstitutional retail and independent.
• Experience coordinating marketing campaigns and events with strategic intent.
• Proficiency in Microsoft Office and CRM platforms.
• The ability to influence collaborate and communicate with internal and senior-level external stakeholders.
• An entrepreneurial mindset with a passion for continuous learningespecially within the world of alternatives.

Our Commitment to Employees

AtPICTON Investments we take pride in enhancing our employees experiences through a comprehensive suite of exceptional perks and programs. Our benefits include 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 a generous annual vacation entitlement (minimum of 15 days per year) training and development reimbursement extensive health and dental benefits a healthcare spending account and more.

These offerings are designed to support your career growth well-being and overall success. Join us and thrive in an environment that values and invests in you!

PICTON Investmentsis committed to providing an equitable and fair work environment for everyone and all hiring and other personnel actions will be taken without regard to race colour creed religion sex disability gender identity gender expression family status age language or national origin. If you require an accommodation at any point in time throughout the application and hiring process please contact Human Resources at or at.

PICTON Investments does not accept unsolicited resumes emails calls or any other form of communication from third-party recruitment agencies. Any unsolicited outreach including commercial electronic messages will neither be acknowledged nor considered.

Required Experience:

Manager