Head of Event Marketing (PR/618130) New York, New York
Salary: USD150000 - USD175000 per year
Head of Event Marrketing - Fintech / WealthTech Opportunity
About the Company
Our client is a rapidly growing, private equity-backed financial technology company serving the wealth management industry. The firm partners with registered investment advisors (RIAs) and wealth management organizations, providing innovative solutions that help advisors deepen client relationships, increase asset retention, and expand their overall value proposition.
With a strong market presence, a growing client base, and significant investment behind its next phase of growth, the company is scaling its go-to-market organization and investing heavily in strategic marketing initiatives to support continued expansion.
About the Opportunity
We are seeking a strategic and hands-on Head of Event Marketing to build and lead a high-impact events function. Reporting directly to the Chief Marketing Officer, this individual will own the firm's event strategy, conference presence, sponsorship portfolio, and advisor engagement initiatives across the U.S.
This role sits at the intersection of marketing, sales, relationship management, and business development. The successful candidate will be responsible for determining where the organization invests its event budget, measuring performance, driving meaningful engagement with target audiences, and ensuring every event contributes to broader commercial objectives.
The role combines strategic planning with hands‑on execution. While responsible for developing the long‑term events vision, this individual must also be comfortable overseeing logistics, managing vendors, coordinating stakeholders, and solving challenges in real time.
Key Responsibilities
Strategic Event Leadership
- Develop and execute the annual event strategy, including conferences, sponsorships, client events, and proprietary experiences.
- Evaluate and prioritize event investments based on commercial impact, audience relevance, and measurable business outcomes.
- Determine event sponsorship levels, activation strategies, and annual budget allocation.
- Establish clear success metrics and ROI frameworks for all event initiatives.
- Partner closely with Sales, Business Development, and Relationship Management teams to align event activity with go‑to‑market objectives.
- Define pre-event planning and post-event follow-up strategies to maximize meeting generation, pipeline creation, and client engagement.
- Create processes that improve conversion from event interactions to qualified opportunities and long‑term client relationships.
- Build reporting frameworks that connect event activity to pipeline, revenue influence, and business outcomes.
Partnership & Client Engagement
- Develop relationships with key industry stakeholders, clients, referral partners, and conference organizers.
- Design creative event activations and engagement strategies that enhance brand visibility and attendee experience.
- Collaborate with strategic partners on co-hosted programs and initiatives that drive mutual value.
- Support executive engagement opportunities with senior industry decision makers.
Program Management & Execution
- Manage all aspects of event planning and execution, including budgeting, logistics, vendor management, contracts, sponsorship fulfillment, staffing, and on-site coordination.
- Oversee event technology platforms, lead capture processes, registration systems, and performance tracking tools.
- Partner with Marketing to ensure consistent branding, messaging, content, and attendee experiences across all programs.
- Monitor event performance and continuously optimize future investments based on measurable results.
Team & Function Development
- Establish the infrastructure, processes, and measurement framework required to scale the events function over time.
- Identify opportunities to improve efficiency through technology, automation, and AI-enabled tools.
- Make recommendations regarding future team growth, resources, and agency partnerships.
Qualifications
Required
- Bachelor's degree or equivalent professional experience.
- 5+ years of experience leading B2B event marketing, field marketing, or strategic events programs.
- Demonstrated experience managing significant event budgets and sponsorship portfolios.
- Track record of linking event investments to pipeline creation, business development outcomes, and measurable commercial results.
- Strong project management and stakeholder management capabilities.
- Ability to operate both strategically and tactically in a fast-paced, high-growth environment.
- Willingness to travel regularly to industry conferences and client events.
Preferred
- Experience within fintech, wealth management, asset management, financial services, financial technology, or related B2B sectors.
- Familiarity with advisor, wealth management, or institutional financial services ecosystems.
- Experience partnering closely with sales, account management, relationship management, and business development teams.
- Expertise leveraging CRM, marketing automation, attribution, and event technology platforms to measure performance.
- Interest in emerging technologies, automation, and AI-driven solutions that improve event operations and measurement.
- Experience developing strategic partnerships and co-marketing initiatives.
What Makes This Opportunity Unique
- Opportunity to build and scale a strategic events function at a high-growth financial technology company.
- Significant ownership over event strategy, budget allocation, sponsorship decisions, and performance measurement.
- Highly visible role with direct exposure to executive leadership.
- Ability to influence commercial growth through client engagement, pipeline generation, and market positioning.
- Combination of strategic leadership and entrepreneurial execution within a collaborative, growth-oriented environment.