Medical Policy Associate
1 week ago
We are currently seeking a full-time permanent Associate, Events to join our Marketing & Sales Enablement team.
As an Associate, Events, you will be responsible for strategically developing a seamless client experience across our three business lines in a manner that enhances our brand image and is true to our core values. Reporting directly to the Director of Marketing & Sales Enablement, you will plan and execute RPIA-hosted events, manage sponsorship activities, client appreciation efforts, and philanthropic initiatives, while also handling event marketing and budget tracking. Your work will be instrumental in curating high-quality, purpose-driven client experiences through effective project management, including event logistics, meticulous recordkeeping, ROI analysis, and strategic insight.
The duties and responsibilities of the Associate, Events include but are not limited to:
Event Management: Strategically plans and manages all RPIA-hosted events for private clients, institutions, and retail advisors, coordinating with client and administration teams to ensure seamless execution from inception to completion.
Sponsorships and Conferences: Coordinates the firm’s event sponsorship activities and conference participation, including developing sponsorship ads and collaborating with both internal and external stakeholders.
Manages client appreciation efforts including client anniversaries, holiday observances, and gifting across all channels.
Event Marketing: Designs and develops supporting marketing materials for events, including invitations, signage, printed materials, and advertisements.
Project Management: Collaborates with cross-functional teams and senior executives to manage all aspects of event planning and delivery, delivering high-quality outcomes on time.
Tracks spending for events, sponsorships, client appreciation, and conferences. Prepares CRM reports on attendance, ROI, value-added, compliance tracking, and more.
Sales Events Support: Partners with sales representatives to provide logistical support for smaller-scale sales events, including setup, technology, marketing materials, and invitations.
Assists with sales enablement, marketing tasks, and general administrative duties, including preparing materials, coordinating logistics, managing vendor relationships, and handling inquiries.
Organization & Planning – A natural analytical problem solver who can independently determine and modify their priorities to meet operational requirements and deadlines.
Persistence & Motivation – A self-starter who understands the importance of adaptability and accountability in an environment where priorities may shift quickly.
Attention to Detail – Exceptional attention to detail to ensure accuracy and high standards befitting a luxury event experience across all deliverables.
Project Management – Proven ability to manage complex projects, ensuring timelines, scope, and quality are consistently met.
Tech-savvy – Quick learner with a strong understanding of technology to ensure an excellent user experience for clients for both in-person and virtual events.
Brand Integrity – A positive professional who upholds the values of the firm, and understands the importance of maintaining/protecting sensitive, confidential information.
Post-secondary education in Marketing, Business Administration, or a related field
Minimum of three (3) years of experience in event management
Strong experience managing events for ultra-high-net-worth clients and B2B corporate events
Strong project management skills, with the ability to oversee multiple events simultaneously
Excellent communication and interpersonal skills, with the ability to interact with senior executives and external stakeholders
Proficiency with event management software, CRM tools (Salesforce), and Microsoft Office Suite (Word, Excel, PowerPoint), and audiovisual technologies.
Proficiency in French is considered an asset
Position Type: Full-Time Permanent
Read our firm’s magazine, Voices of RPIA: //online.Exceptional single and family benefits package that includes health, dental and vision insurance plus additional Health Care Spending and Wellness credits.
Internally curated Leadership Skills training program
Community outreach opportunities organized through our volunteer-led Allyship and Social committees.
We believe in the power of diversity of thought, and we aspire to have an inclusive workplace that mirrors the fabric of our community. We strongly encourage applications regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status. excellence, partnership, transparency, integrity, and community. With over 100 employees and $13 billion under management for a broad investor base of institutions and private clients, we proudly remain privately owned by employees who invest alongside our clients.
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