Project Manager - Project Coordinator - Expert

OVERVIEW

We are seeking an experienced Events & Distribution Associate with a strong background in Asset Management, Capital Markets, or Financial Services to support the delivery of large-scale client and advisor engagement initiatives. The successful candidate will work closely with cross-functional partners — including sales, marketing, product, and compliance teams — to plan, execute, and optimize events that align with business objectives and drive client engagement.

This role is ideal for a proactive, detail-oriented professional who excels in fast-paced environments and is comfortable managing complex event programs, stakeholder relationships, and data-driven decision making within the financial services sector.

Location: Toronto, ON (Hybrid – 4 days in office)

Contract Length: 16+ Months (Extension or FTE Conversion Possible)

Hours: 9 AM–5 PM EST

RESPONSIBILITIES

• Lead end-to-end planning, execution, and evaluation of large-scale and small-scale distribution events (in-person, virtual, and hybrid) aligned to sales and marketing strategies.
• Manage the full lifecycle of the events program, including strategy, planning, implementation, and post-event analysis.
• Develop and manage integrated project plans, event calendars, and sales activity schedules across distribution channels.
• Collaborate with cross-functional teams including Sales, Marketing, Product, Investment, Compliance, Finance, and external vendors.
• Support development of event themes, agendas, speaker coordination, and marketing communications.
• Create and manage registration platforms, invitations, and event-related digital content.
• Oversee event logistics including venue management, vendor coordination, production, and on-site execution.
• Manage vendor relationships, contracts, and budget tracking, including invoice reconciliation and audit controls.
• Track event performance metrics, conduct post-event evaluations, and develop reports with actionable insights and recommendations.
• Optimize event sequencing and program strategy to maximize return on investment and sales impact.
• Provide operational marketing expertise and decision support through analysis, insights, and recommendations.
• Build and maintain strong relationships with internal stakeholders and external partners, including senior leadership.

QUALIFICATIONS

• 7+ years of progressive experience in event management, project coordination, or marketing within financial services.
• Proven experience delivering initiatives in at least one of the following domains:
• Asset Management / Investment Management: Distribution events, advisor engagement, or investment product marketing.
• Capital Markets: Client events, product promotion, or sales enablement initiatives.
• Marketing & Communications: Event program management, content development, and campaign execution.
• Strong understanding of event lifecycle management, project planning, and stakeholder coordination.
• Demonstrated ability to manage multiple complex initiatives simultaneously in a fast-paced environment.
• Proficiency in MS Office and event management tools such as Cvent, Formsite, and webinar platforms.
• Excellent communication, stakeholder management, and organizational skills.
• Strong analytical and problem-solving capabilities with a data-driven approach.

Ability to work independently and manage ambiguity across multiple priorities.

• Preferred
• Experience within asset management or investment industry environments.
• Knowledge of financial industry regulations and compliance requirements.
• Experience working with external agencies, vendors, and enterprise cross-functional teams.
• Strong presentation and stakeholder influencing skills.

Education

• Post-secondary degree in Business, Marketing, Communications, Event Management, or related discipline.

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, disability status, or other non-merit factor. We are committed to creating a diverse and inclusive environment for all employees.