Director, Client Experience & Lifecycle Marketing

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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 203 bold thinkersone-third dedicated solely to investment managementwe are specialists not generalists. Managing $16.5 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

We are seeking a strategic and collaborative Director Client Experience & Lifecycle Marketing to own and evolve the end-to-end advisor experience across PICTON Investments digital and marketing channels. This is a senior leadership role responsible for defining the CX vision translating it into a clear and actionable roadmap and ensuring our marketing programs and journeys deliver consistent relevant and measurable value at every stage of the advisor lifecycle.

Reporting to the VP Digital & Client Experience this role will play a central part in shaping how advisors engage with the Picton brand from first interaction through onboarding portfolio adoption and long-term advocacy. The Director will bring together strategy journey design data and executional alignment working closely with Marketing Sales Product Operations Technology and Compliance to ensure experiences are intentional integrated and scalable.

A key focus of this role is balancing holistic CX planning with journey activation. You will lead the development of a unified CX roadmap while also defining and operationalizing priority journeys for example what an ideal onboarding experience looks like which content and tools support it and how feedback and performance data inform continuous improvement.

You will also champion the use of data AI and automation to improve personalization efficiency and relevance across channels while establishing playbooks standards and reporting frameworks that enable the broader marketing team to execute with clarity and confidence.

What were looking for

Were looking for a senior CX and digital marketing leader who combines strategic vision with strong executional instincts and who can confidently partner across teams to drive meaningful measurable change.

The expected base salary for this role is $100000$120000 with the final number depending on your experience skills education and team budget. On top of that youll be eligible for our discretionary bonus program.

At Picton being employee-owned means we really take care of our team. Eligible employees get access to a full benefits package including profit sharing health and wellness coverage life and disability insurance paid time off and holidays learning and development programs and more many of which are fully covered or subsidized

The ideal candidate will bring:

• 610 years of experience in digital marketing customer experience or lifecycle marketing with demonstrated ownership of end-to-end journeys across web email content and related platforms
• Proven experience developing and leading CX or lifecycle strategies including journey mapping prioritization and roadmap development tied to business objectives
• Experience within financial services wealth management or asset management with a strong understanding of the financial advisor mindset workflows and decision-making context
• Strong cross-functional leadership skills with experience partnering closely with Sales Sales Operations Product Technology Operations and Compliance
• Deep understanding of data-driven marketing including defining KPIs building dashboards and using insights to optimize journeys engagement and ROI
• Hands-on experience with marketing technology ecosystems (e.g. CRM marketing automation platforms CMS analytics tools); Salesforce and Salesforce Marketing Cloud are strong assets
• Experience establishing CX standards playbooks and governance models that enable consistent execution across teams and channels
• A forward-looking mindset with comfort leveraging AI automation and personalization to improve relevance scalability and efficiency
• Exceptional communication skills with the ability to clearly articulate strategy influence stakeholders and align teams around shared priorities
• Post-secondary education in Marketing Business Communications or a related field

This is an opportunity for a CX leader who enjoys connecting strategy to execution thrives in cross-functional environments and is motivated by building modern advisor-first experiences that directly support business growth.

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. We welcome applications from candidates with diverse experiences globally. Canadian experience is not required. If you require an accommodation at any point in time throughout the application and hiring process please contact Human Resources at or at.

PICTON Investmentsdoes 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.

Please note: We use AI-assisted tools to support parts of our recruitment process including summarizing interview notes and aligning candidate profiles with job requirements. All decisions are made by our hiring team.

Required Experience:

Director