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Company | CapIntel |
Address | Ontario, Canada |
Employment type | FULL_TIME |
Salary | |
Category | Software Development |
Expires | 2023-07-19 |
Posted at | 10 months ago |
Since we launched in 2019, CapIntel has been on a mission to elevate finance to build wealth for all; this means helping advisors better support their clients, so they feel at ease knowing their future is secure. We’ve transformed the client experience around investments and are working with some of the largest wealth and asset management firms in North America to modernize their sales processes with innovative Wealth Tech.
- Own project management of all field events including management of Jira projects, event templates, campaign creation & event calendar management
- Develop, plan, and execute exceptional field marketing programs and experiences - including executive dinners, third-party and CapIntel hosted activations and virtual experiences
- Partner with marketing to create a unified experience across in person and virtual campaigns
- Streamline reporting templates and dashboards, report on the impact that field events have on top target accounts, including account engagement and pipeline growth; this includes ensuring that attribution is being correctly and properly reported
- Supporting internal communication across multiple departments (sales, marketing, customer success) on expectations, goals, deliverables, event logistics, acquisition of attendee & sponsor lists, and performance
- Creativity: developing and executing new and unique experiences for clients
- Teamwork and collaboration: ability to work cross-functionally with go-to-market teams, including senior leadership
- Project management: experience managing the various elements and stakeholders involved in every event
- Event planning and execution: experience delivering white-glove, high impact event experiences to groups of all sizes
- Wealth Management or Fin-Tech experience
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