What are the responsibilities and job description for the Events Marketing Manager position at Altruist?
About Altruist
Altruist is the modern custodian built exclusively for independent financial advisors that combines a self-clearing brokerage firm with intuitive software for account opening, trading, reporting, and billing — all in one streamlined solution. Financial advisors across the U.S. have partnered with Altruist to reduce costs, save time, grow their business, and provide better outcomes for their clients. Our mission is to make financial advice better, more affordable, and accessible to everyone — but we can't do it alone. We're seeking exceptional talent to join our team. That's where you come in!
If you're passionate about challenging the status quo and making a meaningful impact in the financial advice industry, we'd love to meet you!
But first, our values
Kindness - Kindness doesn't just equal niceness. We listen to understand. We embrace, and encourage healthy debate and diverse perspectives. We approach conflict openly, honestly, and respectfully.
Brilliance - Humility is the skill we're most proud of and possessing a growth mindset is always top of mind. We take ownership in everything we touch; regularly using our unique superpowers to reach a common goal as a team. We succeed and fail as one.
Grit - When challenges arise, we stay laser focused on achieving our mission and finding a way forward, even when it's hard. We are nimble and maintain a sense of urgency, swiftly adapting to change and overcoming obstacles.
The opportunity
Altruist is in the midst of an exceptional growth phase, and we're excited to hire an Events Marketing Manager to join our growing Events Team. This role will report to the Director of Events and oversee the strategy and execution of our owned events, including internal events, hosted events, a flagship user conference, and webinars. You'll be a key driver in building memorable experiences that engage our audience, drive pipeline, and contribute to Altruist's revenue goals.
Your impact
- Strategic Planning:
- Collaborate with sales, marketing, and leadership to develop an annual event calendar aligned with acquisition and pipeline objectives.
- Drive event revenue through ticket sales and sponsorships, ensuring every event delivers measurable ROI.
- Event Oversight & Production:
- Lead the planning and execution of owned events, including regional hosted events, the Altruist user conference, and participation in industry tradeshows.
- Own all aspects of event management, including venue selection, vendor negotiations, budget management, logistics, branding, and on-site execution.
- Travel as needed to manage on-site event production and ensure flawless execution.
- Event Marketing & Promotion:
- Manage the full event marketing cycle, from pre-event promotion to post-event follow-up, in collaboration with cross-functional teams like growth, email, content, and design.
- Drive attendance and engagement by crafting compelling messaging, communications, and campaigns tailored to target audiences.
- Partnership & Sponsorship Management:
- Develop and manage event sponsorship packages, identifying and securing partner opportunities to offset event costs and increase revenue.
- Build strong relationships with sponsors and partners, ensuring alignment with event goals and successful collaboration.
- Post-Event Analysis & Reporting:
- Create and present detailed post-event reports to measure success, analyze ROI, and share key insights to inform future strategies.
- Partner with the sales team to facilitate timely lead follow-up and maximize pipeline opportunities from events.
What you bring
- Experience - 5 years of experience leading events in a B2B environment, with a strong focus on event marketing and production.
- Demonstrated expertise in managing event budgets, with a track record of delivering events on time and under budget.
- Experience in partnership and sponsorship management, including the ability to pitch and secure sponsorship opportunities.
- Strong project management skills, with the ability to manage multiple events and deadlines simultaneously.
- Ownership - The pride you put into every aspect of your work is unparalleled and undeniable
- Superb communication - Intentional dialogue is a superpower. You listen as well as you share your perspective with others.
- Resilience - We're inspired by your unwavering determination to achieve success, no matter the adversity you face along the way.
- Assurance - Your confidence is brilliant, yet ego-less. You possess a strong knowledge base, the ability to discover the unknown, and are open to differing perspectives.
- Creative problem solving - Identifying the problem is simply not enough. You're instinctually creative with your approach in finding solutions to roadblocks.
- Bonus points if you bring
- Experience in financial services, fintech, or SaaS events.
- Familiarity with event management tools such as Bizzabo, Zoom Webinars, Hubspot, and Salesforce.
- Strong creative problem-solving skills with a strategic, data-driven approach.
What we bring
Attracting and retaining top-tier talent is a priority. We are proud of the culture we've built and are cognizant of the ever-changing professional landscape. Our dynamic offering of perks and benefits are tailored for you to feel your best while doing your best.
- A hybrid work schedule to promote strong, in-person collaboration and a healthy work-life-balance.
- Stunning, amenity-filled office spaces in Culver City, CA, San Francisco, CA, and Dallas, TX. Our offices are intentionally designed for comfort, collaboration, and productivity. Employees get to enjoy free parking and EV charging, cold-brew and kombucha on tap, a fully stocked pantry with snacks, etc.
- Competitive salary and equity packages
- Premium healthcare, dental, and vision insurance plans
- 401k savings plan with matching contributions and immediate vesting
- Flexible PTO so you can satisfy your passions outside of work
- Generous paid parental leave
- Professional growth and development opportunities including an employee mobility program and an annual L&D budget allocation for each employee
- Physical and emotional wellness programs that nurture both your mind and body
- Company perks program (includes discounts on pet insurance, fitness, cell phone plans, entertainment and travel, etc.)
- Financial guidance program (includes counseling on navigating debt, tracking personal spend, saving and planning goals, home-purchasing preparedness, etc.)
Total compensation includes a competitive benefits package along with equity in the form of Stock Options (ISOs). A salary offer will be determined by a number of factors including experience, skill level, internal pay equity, geographic location, and other relevant business considerations. We review all employee pay and compensation programs regularly to ensure fair, equitable, and competitive pay. At Altruist, we are committed to providing fair, equitable, and competitive compensation by leveraging market data to inform our pay bands. Base salaries will be reviewed at regular intervals throughout the year, typically in conjunction with performance review cycles. By evaluating compensation on a regular basis, we are able to reward high performance and ensure all employees have opportunities for growth.
Don't meet every single requirement? Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single qualification. At Altruist we are dedicated to building a diverse, inclusive, and authentic workplace, so if you're excited about this role, but your past experience doesn't align perfectly with every qualification in the job description, we encourage you to apply anyways. You may be just the right candidate for this or other roles.
