Associate, National Accounts

Best Workplaces™ in Canada 2020 - 2025 | Best Workplaces™ with Most Trusted Executive Teams 2024, 2025 | Best Workplaces™ in Financial Services & Insurance 2020 - 2025 | Best Workplaces™ for Mental Wellness 2023 - 2025 | Best Workplaces™ for Giving Back 2022, 2024 | Best Workplaces™ for Inclusion™ 2021, 2024 | Best Workplaces™ for Women 2021 | Best Workplaces™ in Ontario™ 2020, 2021, 2024 | 2025 Best Workplaces™ for Professional Development

One of Canada’s Most Trusted Investment Brands.

At Picton Mahoney Asset Management (PICTON Investments), being alternative isn’t just what we do—it’s who we are.

Founded by industry pioneer David Picton, we’ve spent 20 years challenging conventional wisdom and redefining the investing landscape. As one of Canada’s most trusted investment brands, we are proudly independent—privately run, 100% employee-owned, and deeply committed to delivering results for our clients.

Thinking Alternatively is in Our DNA. 

With a team of over 203 bold thinkers—one-third dedicated solely to investment management—we are specialists, not generalists. Managing $16.5 billion for institutional and retail clients, we navigate markets with conviction, resilience, and a forward-thinking approach.

We’re more than investors — we’re 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 human—always approachable.
• Succeed together, one investment at a time.

These aren’t just words—they define how we think, how we invest, and how we work. 

Now, we’re entering our next chapter. We’re 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 what’s next.

Thriving in Our Entrepreneurial Culture

At PICTON Investments, you’ll thrive in our creative and dynamic workplace, where collaboration and support are at the core of everything we do. At our firm, you’ll 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. You’ll 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, you’ll have everything you need to develop both now and over the longer term.

The Opportunity

We’re looking for a National Accounts Associate to help drive the next stage of our growth across a Canada’s Integrated and Independent Broker-Dealers. In this role, you’ll boost team efficiency, enhance internal processes, and elevate our brand presence with key advisor segments.

Reporting to the Vice President of National Accounts and Director of National Accounts, you’ll work across departments and with external partners to support strategic initiatives, deepen platform relationships, and expand access to our investment solutions.

If you’re organized, proactive, and eager to grow your expertise in alternatives, this is your chance to make an immediate impact—and be part of a firm that’s changing how Canadians invest.

You’ll have the opportunity to learn and lead:

Responsibilities of the Role:

• Co-leading the creation of a National Accounts Service Desk, partnering with Product and Marketing teams to deliver world-class advisor support—from meeting prep to conference strategy and relationship management.
• Owning the annual calendar of conferences, meetings, reviews, and deliverables to ensure flawless execution and maximum impact.
• Building relationships that matter—from program managers to investment committees—while identifying opportunities for product placement, platform access, and thought leadership.
• Expanding visibility of Picton strategies across discretionary, fee-based, and MFDA platforms, including enhancing product positioning, sales education, and go-to-market strategy.
• Representing Picton at industry events and due diligence meetings, with the ability to lead conversations or take the stage as needed.
• Managing dealer requirements and due diligence workflows, collaborating closely with Compliance and internal teams to ensure seamless onboarding and retention.
• Sharing insights and feedback from key stakeholders with the sales team to enhance execution and inform strategic direction.

What we’re looking for

• 3-5 years of experience in financial services, ideally in sales, operations, or client management roles.
• Post-secondary education in Business, Finance, Economics, or a related discipline.
• Bilingual in French and English is a strong asset.
• A track record of building trusted relationships in B2B or advisor-facing environments.
• Strong working knowledge of advisor distribution channels—institutional, retail, and independent.
• Experience coordinating marketing campaigns and events with strategic intent.
• Proficiency in Microsoft Office and CRM platforms.
• The ability to influence, collaborate, and communicate with internal and senior-level external stakeholders.
• An entrepreneurial mindset, with a passion for continuous learning—especially within the world of alternatives.

Our Commitment to Employees

At PICTON 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 Investments is 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. If you require an accommodation at any point in time throughout the application and hiring process, please contact Human Resources at (416) 955-4108 or at [email protected].

PICTON Investments does 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.