Associate, Events, Distribution Support - BMO Global Asset Management

Application Deadline:

08/11/2024

Address:

100 King Street West

Job Family Group:

Marketing

BMO Global Asset Management is seeking an entrepreneurial self starter with exceptional attention to detail and people skills to lead the end-to-end management of the annual asset management events program. The events are a combination of large and small scale as well as in person and virtual events and are held to promote the lineup of BMO Global Asset Management investment products and to support the building of relationships between sales people and their clients/advisors. This role will be responsible for the assessment, planning, implementation/delivery of distribution events to promote consistent and exceptional client and advisor experiences. You will evaluate and deliver/improve operational processes as part of the ongoing management of events to optimize operational performance and the sales/client/advisor experience. You will provide subject matter expertise in the marketing specialization from an operational perspective, offering decision making support including information, expertise, advice and recommendations on opportunities and exposures. You will monitor and track performance against plans, forecasts, initiatives and objectives, escalating issues as required. You will be responsible for managing the full events program including optimizing the sequencing of events and for the end to end planning and execution of individual events including analyzing success metrics to make future event recommendations to senior sales leaders and their teams. This role reports to the Lead, Distribution Support and will be expected to work in the office 4 days per week when not travelling for events. Job requires ~15-20% travel.

• Recommends solutions based on analysis of issues and implications for the business.
• Helps determine best sequence of events execution based on business strategic priorities.
• Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
• Employs systems (e.g. customized exception reports, tracking reports etc.) to manage information.
• Integrates information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined reporting.
• Supports the development and promotion of a business/group event
• Builds effective relationships with internal/external stakeholders and ensures alignment as required.
• Conducts independent analysis and assessment to resolve strategic issues.
• Participates/leads in the design, development, implementation, and management of core processes related to event planning.
• Performs program/process reviews, monitors and tracks performance, and conducts quality reviews to confirm compliance with standards and identify gaps or issues.
• Develops/maintains comprehensive information management systems; designs/contributes to initiatives to improve processes, analysis and reporting.
• Understands industry trends, provides insights, and makes recommendations/enhancements as required.
• Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
• Exercises judgment to identify, diagnose, and solve problems within given rules.
• Works independently on a range of complex tasks, which may include unique situations.
• Broader work or accountabilities may be assigned as needed.
• Ability to manage through ambiguity and subject matters where you may have limited knowledge

Qualifications:

• 7+ years of relevant experience planning large scale events and post-secondary degree in related field of study or an equivalent combination of education and experience.
• Event Experience in Asset management, Capital Markets, or promoting investment products
• Experience or knowledge of investment industry including regulatory requirements
• Degree/diploma in marketing, advertising or communications preferred
• Verbal & written communication skills - In-depth. Demonstrated ability to communicate in a clear, compelling manner
• Collaboration & team skills - In-depth.
• Analytical and problem solving skills - In-depth.
• Influence skills - In-depth.
• Data driven decision making - In-depth.
• Experience working with external marketing agencies
• Experience working with multiple departments including sales, marketing, compliance and data
• PC skills – MS Office Suite and Webinar Software
• Exceptional people skills required along with a strong work ethic and ability to adapt to frequent changes
• Attention to detail and process driven
• Good time management and organizational skills
• P