Teams at PICTON Investments

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.