Senior Manager of Event Marketing, Altruist
$124-170k
More information about location
3 days a week in office
All-in-one platform for financial advisors and their clients
Be an early applicant
All-in-one platform for financial advisors and their clients
501-1000 employees
Be an early applicant
$124-170k
More information about location
3 days a week in office
501-1000 employees
Company mission
To make financial advice better, more affordable, and more accessible to everyone.
Role
Who you are
- 7-10 years of experience leading high-impact events in a B2B environment, with proven ability to drive pipeline, revenue, and brand visibility
- A track record of owning complex event portfolios— from flagship conferences to hosted events and executive programs—and delivering them flawlessly under pressure
- Operate fluidly across levels and stakeholders — from internal cross-functional partners to external speakers — in fast-paced, ambiguous environments
- Be an excellent communicator
- Demonstrated strength in managing and optimizing large-scale event budgets while consistently achieving or exceeding ROI targets
- Relentless focus on project management with the ability to juggle multiple deadlines, teams, and priorities without sacrificing quality
- Fluency in latest event platforms and marketing tech, including Bizzabo, Zoom Webinars, HubSpot, and Salesforce
- 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
What the job involves
- Altruist is in a transformative phase of growth, and we’re looking for a Sr Manager of Event Marketing to help propel us into our next chapter. R
- Reporting to the VP of Marketing, this high-impact role will lead the strategy and execution of Altruist’s event programs across in-person and virtual formats. You’ll oversee one report and together you’ll bring to life hosted field events, tradeshows, and a series of virtual events - all designed to engage our audience, build brand affinity, and drive measurable pipeline impact
- Lead a high-velocity in-person and virtual events function, owning strategy and execution that align with go-to-market priorities, drive brand visibility, and deliver measurable ROI
- Strategically determine where we show up (and where we don’t), ensuring every event supports business goals and is tailored to our ICP
- Lead team in the end-to-end planning and execution of events—including Altruist flagship hosted events, regional hosted events, virtual programs, and industry tradeshows—overseeing budgets, timelines, logistics, vendor management, on-site production, and promotion and post-event follow-up. Travel as needed to ensure flawless execution
- Craft impactful event programming with Content and Product Marketing teams that delivers thought leadership, showcases product innovation and builds community through high-value content
- Manage the full event marketing lifecycle, working cross-functionally with Growth, Creative, and Content to drive pre-event promotion, in-event engagement, and post-event follow-up and lead capture
- Define and track KPIs to measure pipeline impact, engagement, and ROI. Use post-event insights to optimize future programs and continuously improve performance
- Refine and scale event processes and playbooks to ensure operational consistency, efficiency, and high-quality execution across all event formats
- Manage and evolve the event tech stack to support an AI-first, data-driven approach, while overseeing external agencies and production partners to ensure scalability, brand alignment, and strong ROI
Our take
The world of wealth management is changing fast, and financial advisors are feeling the strain. Between managing client expectations, navigating complex regulations, and keeping up with endless admin tasks, there's little time left for what really matters - helping clients make smarter financial decisions.
And that's where Altruist comes in, with AI-powered solutions built to make it easier for advisors to manage portfolios, handle compliance and deliver great client experiences. Its AI assistant, Hazel, is able to take on the day-to-day tasks that slow advisors down (think note-taking, email drafting, and meeting summarising). It can also pull insights from firm data, emails, and documents to give personalized, context-aware answers to questions.
The company has faced some bumps in the road, notably laying off around 15% of its workforce in 2025. That said, this shift to focus on the most impactful parts of its business is not entirely negative. In fact, its plan to build an all-in-one custody and wealth platform driven by Hazel is coming faster than the company anticipated, with the CEO stating that it could make much of the advisor tech stack irrelevant by the end of the year.
Freddie
Company Specialist at Welcome to the Jungle
Insights
67% employee growth in 12 months
Company
Funding (last 2 of 6 rounds)
Apr 2025
$152m
SERIES F
May 2024
$169m
SERIES E
Total funding: $601.5m
Company benefits
- Grow your career: Altruist is a thoughtful, fast-growing company that values high achievers
- Our success is your success: Be rewarded for doing great work - competitive compensation and equity for all team members
- Take care of yourself: Health, dental, and vision coverage, available on your first day
- Work-life integration: We work hard and respect everyone’s whole selves
- You're welcome here: Altruist is proud to be an equal opportunity employer. We’re committed to inclusivity
Company HQ
McManus, Culver City, CA
Leadership
Jason Wenk
(Founder & CEO)Began their career as a Morgan Stanley System Analyst before co-founding Retirement Wealth as CEO in 2005. They also founded FormulaFolios in September 2011, before combining this financial and entrepreneurial experience to found Altruist in September 2018.
Mazi Bahadori
(COO/CCO)Mazi joined Altruist in 2019 as CCO and VP of Securities, adding COO to his title in 2023. Prior to this, he served as the CCO and Director of Operations at Aspiration and as the VP and Legal & Compliance Specialist at PIMCO.
Harpreet Ahluwalia
(CPO)Harpreet joined Altruist in 2019 as VP of Product Management, becoming CPO in 2022. Prior to this, he was a VP of Product Management at ServiceTitan for 4 years and Head of Product at Citysearch for 3 years.
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