Event Marketing Manager

Altruist; San Francisco (CA); Hybrid; USD 107,000 - 160,000; Full time

Benefits offered by this job

Hybrid work schedule

Office in Culver City, SF, Dallas

Competitive pay and equity

Healthcare, dental, vision insurance

401k with 4% match

Parental leave (16 weeks)

Job summary

Altruist is seeking an Event Marketing Manager to join our Events Team. You’ll own planning and execution of Altruist’s online and in-person events, delivering experiences that strengthen our brand, engage financial advisors, and drive measurable results.

This role blends hands-on execution with strategy, working cross-functionally with Marketing, Product, Sales, and Content to support growth and product initiatives.

Qualifications

• 5-8 years of experience managing events in B2B tech/fintech (or SaaS).
• End-to-end ownership of online and in-person events, including hosted events and conferences.
• Demonstrated partnership with Product, Sales, and Marketing to support go-to-market priorities and measurable goals.
• Strong project management and organizational skills, managing multiple events, timelines, budgets, and stakeholders.
• Experience with Zoom and CRM/marketing automation tools (HubSpot, Salesforce).
• Excellent written and verbal communication with executives, internal teams, vendors, and partners.

Responsibilities

• Lead the planning and execution of Altruist’s online event series, including programming, speaker coordination, marketing promotion, production, and post-event reporting.
• Manage the event roadmap, including sponsorships, vendor coordination, internal planning, and on-site execution.
• Own timelines, project plans, budgets, and production details to ensure on-time delivery within budget.
• Identify opportunities to improve event processes and attendee experiences across the program.
• Coordinate with Marketing, Product, Sales, and Content to ensure events support strategic priorities and business goals.
• Collaborate with executives, speakers, agencies, and vendors to deliver seamless experiences.

Skills

Event management

Project management

Cross-functional collaboration

Stakeholder management

Strategic thinking

Communication

Tools

Zoom

HubSpot

Salesforce

Job description

Altruist is transforming the multi-trillion dollar wealth management industry by building an AI platform for wealth professionals. We partner with financial advisors nationwide, empowering them to grow, optimize time and resources, and deliver superior outcomes for their clients.

We're looking for exceptional talent to help us achieve our mission of making financial advice better, more affordable, and accessible to all. If you're passionate about challenging the status quo and want to do the most important work of your life, 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

We’re looking for an Event Marketing Manager to join our Events Team. Reporting to the Senior Manager of Event Marketing, you’ll own the planning and execution of Altruist’s online and in-person events, delivering exceptional experiences that strengthen our brand, engage financial advisors, support key business priorities, and drive measurable results.

This role is ideal for an experienced event marketer who is equally comfortable managing detailed execution and contributing to the broader event strategy. You see events not just as gatherings, but as a powerful way to build relationships, support product and sales initiatives, and drive awareness and growth for the business. You understand how every detail contributes to the larger experience and know how to bring cross-functional teams together to deliver events that stand out.

*This is hybrid role, requiring three days per week in our San Francisco or Culver City office.

Your impact

• Event strategy, operations & execution:
• Lead the planning and execution of Altruist’s online event series, including programming, speaker coordination, marketing promotion, production, and post-event reporting.
• Manage the execution of Altruist’s industry event roadmap, including sponsorship strategy and deliverables, vendor coordination, internal planning, and on‑site execution.
• Own event timelines, project plans, budgets, and production details to ensure events are delivered smoothly, on time, and within budget.
• Identify opportunities to improve event processes, attendee experiences, and overall program effectiveness.
• Marketing & promotion:
• Partner with the broader Marketing team to develop and coordinate event promotion across email, social, and other relevant channels.
• Manage attendee communications and engagement strategies to drive registration, participation, and follow‑up.
• Ensure event messaging and experiences align with Altruist’s brand, product priorities, and broader marketing strategy.
• Cross‑functional collaboration:
• Work closely with stakeholders across Marketing, Product, Sales, and Content to ensure events support strategic priorities and business goals.
• Partner with Product and Sales teams to understand key audiences, product initiatives, customer needs, and opportunities to support pipeline and revenue objectives through events.
• Coordinate with executives, speakers, internal subject matter experts, agency partners, and vendors to deliver a seamless event experience.
• Serve as a trusted event partner who can manage competing priorities, communicate clearly, and keep stakeholders aligned throughout the planning process.
• Reporting & optimization:
• Track and analyze key event metrics, including registrations, attendance, engagement, lead outcomes, pipeline influence, and attendee feedback.
• Develop post‑event reports that summarize performance, key learnings, and recommendations for future programs.
• Use event data and stakeholder feedback to continually improve Altruist’s event strategy and execution.

What you bring

• 5‑8 years of experience managing events, ideally within a B2B technology, SaaS, or fintech organization.
• Experience owning the end‑to‑end execution of online and in‑person events, including hosted events, industry conferences, sponsorships, and executive or customer experiences.
• Demonstrated experience partnering closely with Product, Sales, and Marketing teams to develop events that support go‑to‑market priorities and measurable business goals.
• Strong project management and organizational skills, with the ability to manage multiple events, timelines, budgets, and stakeholders simultaneously.
• Experience working with online event platforms such as Zoom and CRM or marketing automation tools such as HubSpot or Salesforce.
• Strong written and verbal communication skills, with the ability to work effectively with executives, internal teams, speakers, vendors, and external partners.
• A proactive, detail‑oriented mindset and a passion for creating thoughtful, high‑quality experiences.
• A collaborative, team‑oriented approach. You thrive in cross‑functional environments and are comfortable taking ownership while working toward shared goals.
• Willingness to travel as needed for industry and hosted events.

San Francisco, CA salary range

$107,000 - $160,000 USD

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 for most positions to promote strong, in‑person collaboration.
• 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.
• Competitive pay and equity for eligible positions.
• Premium healthcare, dental, and vision insurance plans (HMO and PPO).
• 401k savings plan with a 4% match and immediate vesting.
• 16 week paid parental leave after one year of employment.
• Professional growth and development opportunities including an employee mobility program and an annual L&D budget allocation for each employee.
• Company perks program (includes discounts on pet insurance, fitness, cell phone plans, and travel, etc.).
• Financial guidance program (includes counseling on navigating debt, tracking personal spend, saving and planning goals, home‑purchasing preparedness, etc.).
• One month work from anywhere policy (with the exception of a few countries).

Total compensation includes a competitive benefits package, along with equity in the form of Stock Options (ISOs) for eligible roles. For salaried positions, 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.