Jobs at PICTON Investments

Manages investment-fund compliance activities covering sales, marketing, distribution, vendor oversight, AML, KYC, KYP, regulatory change, monitoring, filings, audits, and compliance projects. Provides practical guidance to cross-functional stakeholders, reviews client-facing materials, manages compliance vendors, develops policies and controls, and supports regulatory reviews and reporting.

Coordinates sales initiatives, projects, onboarding, training, recruitment, team operations, meetings, events, and special programs across the Retail Sales organization. Maintains project plans, workflows, documentation, schedules, trackers, and follow-ups while partnering with HR, Finance, Marketing, Compliance, Technology, and Sales leadership. Supports workforce coordination, invoices, expenses, travel, vendors, and executive priorities, ensuring initiatives progress efficiently and stakeholders remain aligned.

Lead sales enablement for the Retail Sales organization by translating commercial priorities into initiatives, campaigns, tools, processes, training, and sales disciplines. Partner with Sales Leadership and cross-functional teams to improve KPI adoption, Salesforce usage, workflows, productivity, onboarding, and execution. Manage enterprise-level initiatives, coordinate stakeholders, identify performance barriers, and convert field insights into measurable improvements across a distributed sales organization.

Leads integrated advisor engagement and events programs, including annual planning, event strategy, budgets, vendor management, compliance approvals, logistics, onsite delivery, and post-event measurement. Coordinates cross-functional partners across Marketing, Sales, Compliance, Product, and Finance while developing scalable event packages and resources. The role manages multiple event formats simultaneously, supports relationship development and territory priorities, and ensures professional, compliant, on-time, and on-budget execution.

Supports the sales organization through calendar coordination, expense tracking, CRM and compliance updates, pitch material preparation, meeting logistics, regional events, and sales operations projects. Collaborates with leadership and cross-functional teams on firmwide initiatives, facilitates information flow, and helps keep projects and stakeholders aligned while gaining exposure to business development and the broader sales cycle.

Supports investment counsellors with client onboarding, account setup, documentation, asset transfers, client meeting materials, portfolio reports, reconciliations, compliance records, and workflow improvements. The intern will gain hands-on exposure to wealth management and portfolio administration while using advanced Excel and automation tools to improve operational efficiency and record accuracy.

Leads the enterprise risk management framework, including risk identification, assessment, monitoring, reporting, risk appetite, KRIs, control reviews, and mitigation planning. Advises senior leadership, supports governance committees, regulatory examinations, audits, compliance initiatives, business continuity, operational resilience, and regulatory change programs. Partners across business functions to strengthen risk culture, translate regulatory requirements into practical guidance, and oversee strategic risk projects.

Supports data transformation initiatives by building and maintaining ETL/ELT pipelines, automating data ingestion, validating data quality, and transforming datasets using SQL or Python. Collaborates with business stakeholders and data professionals across multiple departments, while documenting workflows, data dictionaries, and processes. This role provides hands-on data engineering experience during an eight-month internship.

Supports the asset management firm's compliance program through personal trading monitoring, compliance training, employee guidance, social media oversight, regulatory research and filings, procedure updates, and compliance initiatives. The intern will gain hands-on experience while collaborating with the Compliance team and contributing to regulatory and educational programs.

Lead the planning, coordination, governance, and delivery of cross-functional AI initiatives from ideation through deployment and scaling. Maintain program visibility, roadmaps, milestones, risks, dependencies, budgets, and executive reporting. Partner with investment, data, engineering, product, and business teams to prioritize use cases, operationalize AI solutions, support adoption, and achieve measurable business outcomes.

Supports Salesforce CRM administration, data maintenance, sales reporting, dashboard creation, CASL consent management, data quality, user requests, access management, process documentation, and KPI reporting. The role partners with Sales Support, Marketing, CRM Engineering, and senior team members to maintain accurate, compliant client and prospect data while improving revenue operations processes.

Manages website content, digital assets, landing pages, QA, SEO, paid search support, and web analytics. Builds reports, translates performance insights into website recommendations, supports AI-powered search optimization, and coordinates digital campaigns with design, content, and marketing automation teams using project management tools.

Support territory sales by scheduling advisor meetings, maintaining pipeline and CRM accuracy, executing outreach (calls, emails, video), coordinating events/webinars, ensuring compliance, assisting with sales admin and reporting, and contributing to meeting-generation incentive programs.

Lead PICTON’s enterprise data strategy, architecture, governance, and engineering capabilities across investment data, analytics, and AI. Build scalable Databricks and Snowflake platforms, reliable data pipelines, financial data models, semantic layers, APIs, and governance standards. Partner with Engineering, Investment, Product, and AI leaders while building and managing a high-performing data platform team. Translate complex financial data into reliable products that support portfolio construction, risk, performance, analytics, applications, and AI workloads.

Support an assigned Vice President, Retail Sales to grow advisor relationships and close new business. Prospect and qualify leads, maintain CRM records, position alternative investment solutions (hedge funds, liquid alternatives), meet activity targets, provide client support, and assist with business planning and territory development. Hybrid role based in Calgary or Edmonton with occasional travel.

Advise high-net-worth and institutional clients with discretionary investment strategies, build and maintain long-term relationships, conduct portfolio construction and monitoring, execute business development and referral strategies, collaborate with internal teams, stay current on markets and regulations, and ensure regulatory compliance and ethical standards.

Advise high-net-worth and institutional clients on discretionary investment strategies, assess objectives and risk, construct and monitor portfolios, deepen relationships, drive business development and referrals, collaborate with internal teams, ensure regulatory compliance, and provide market insights.

Lead development and execution of the firm's tax-aware investing strategy across portfolios, product design, and advisor education. Partner with investment, distribution, product, marketing, and compliance teams to incorporate tax efficiency into portfolio construction, create advisor-facing tools and thought leadership, and support advisor engagement to drive after-tax outcomes and asset growth.

The Senior Business Analyst will analyze workflows and data flows within the investment management platform, enhance systems, and collaborate closely with various teams to improve overall efficiency and support decision-making.

Partner with an assigned Vice President, Retail Sales to prospect and grow financial advisor relationships, position alternative investment solutions, support sales engagement activity, maintain CRM records, assist with business planning, and provide timely service to existing supporters to drive new business.