Director, Client Experience & Lifecycle Marketing

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 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 are seeking a strategic and collaborative Director, Client Experience & Lifecycle Marketing to own and evolve the end-to-end advisor experience across PICTON Investments’ digital and marketing channels. This is a senior leadership role responsible for defining the CX vision, translating it into a clear and actionable roadmap, and ensuring our marketing programs and journeys deliver consistent, relevant, and measurable value at every stage of the advisor lifecycle.

Reporting to the VP, Digital & Client Experience, this role will play a central part in shaping how advisors engage with the Picton brand — from first interaction through onboarding, portfolio adoption, and long-term advocacy. The Director will bring together strategy, journey design, data, and executional alignment, working closely with Marketing, Sales, Product, Operations, Technology, and Compliance to ensure experiences are intentional, integrated, and scalable.

A key focus of this role is balancing holistic CX planning with journey activation. You will lead the development of a unified CX roadmap while also defining and operationalizing priority journeys — for example, what an ideal onboarding experience looks like, which content and tools support it, and how feedback and performance data inform continuous improvement.

You will also champion the use of data, AI, and automation to improve personalization, efficiency, and relevance across channels, while establishing playbooks, standards, and reporting frameworks that enable the broader marketing team to execute with clarity and confidence.

What we’re looking for

We’re looking for a senior CX and digital marketing leader who combines strategic vision with strong executional instincts, and who can confidently partner across teams to drive meaningful, measurable change.

The expected base salary for this role is $100,000–$120,000, with the final number depending on your experience, skills, education, and team budget. On top of that, you’ll be eligible for our discretionary bonus program.

At Picton, being employee-owned means, we really take care of our team. Eligible employees get access to a full benefits package, including profit sharing, health and wellness coverage, life and disability insurance, paid time off and holidays, learning and development programs, and more, many of which are fully covered or subsidized

The ideal candidate will bring:

• 6–10+ years of experience in digital marketing, customer experience, or lifecycle marketing, with demonstrated ownership of end-to-end journeys across web, email, content, and related platforms
• Proven experience developing and leading CX or lifecycle strategies, including journey mapping, prioritization, and roadmap development tied to business objectives
• Experience within financial services, wealth management, or asset management, with a strong understanding of the financial advisor mindset, workflows, and decision-making context
• Strong cross-functional leadership skills, with experience partnering closely with Sales, Sales Operations, Product, Technology, Operations, and Compliance
• Deep understanding of data-driven marketing, including defining KPIs, building dashboards, and using insights to optimize journeys, engagement, and ROI
• Hands-on experience with marketing technology ecosystems (e.g., CRM, marketing automation platforms, CMS, analytics tools); Salesforce and Salesforce Marketing Cloud are strong assets
• Experience establishing CX standards, playbooks, and governance models that enable consistent execution across teams and channels
• A forward-looking mindset, with comfort leveraging AI, automation, and personalization to improve relevance, scalability, and efficiency
• Exceptional communication skills, with the ability to clearly articulate strategy, influence stakeholders, and align teams around shared priorities
• Post-secondary education in Marketing, Business, Communications, or a related field

This is an opportunity for a CX leader who enjoys connecting strategy to execution, thrives in cross-functional environments, and is motivated by building modern, advisor-first experiences that directly support business growth.

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. We welcome applications from candidates with diverse experiences globally. Canadian experience is not required. 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.

Please note: We use AI-assisted tools to support parts of our recruitment process, including summarizing interview notes and aligning candidate profiles with job requirements. All decisions are made by our hiring team.