Associate Events

BMO is currently sourcing for an Associate, Events, to support the BMO Global Asset Management events program.This is a hybrid contract role in Toronto (4 days in office per week).
Role Overview
This role manages BMO Global Asset Management’s annual events program, which includes large and small events, both in person and virtual. The events promote BMO’s investment product lineup and support relationships between sales teams and their clients and advisors. The role covers planning, delivery and evaluation of each event, along with the operational processes behind the program. Travel of 15 to 20 percent, domestic and international, is expected.
Key Responsibilities

Lead end-to-end planning and delivery of in-person and virtual distribution events, from inception through follow-up
Build and manage integrated project plans and calendars for sales activities and events, including training, sponsorships, client events, roadshows and webcasts
Coordinate with sales, product, investments, marketing, compliance, legal, digital and finance teams to deliver each event
Manage venues, AV and other vendors, including contract negotiation, invoice reconciliation and payment resolution with Finance
Build invitations and registration sites and develop copy for event marketing materials
Oversee onsite execution, including logistics, food and beverage, collateral and program production
Assess event results through attendee feedback and sales impact, and recommend improvements to the program and event sequencing

Must-Have Skills

7+ years of relevant experience planning large-scale events within a financial institution or banking environment
Event experience in capital markets or asset management, promoting investment products
Cvent, Formsite and other event planning and registration tools
Knowledge of the investment industry, including regulatory requirements
Experience working with external marketing agencies
Experience working with multiple departments, including sales, marketing, compliance and data
Cross-functional project management and implementation
Vendor management and contract negotiation (venues, AV)
Event impact measurement and reporting
MS Office Suite and webinar software

Nice to Have Skills

Degree or diploma in marketing, advertising or communications

Ideal Candidate

Has run events for an asset management or wealth distribution team, supporting relationships between sales teams and advisors or clients
Has managed a combined program of large and small events, in person and virtual, across multiple sales channels
Familiar with distribution channels such as intermediary, institutional and national accounts