Director, Event Marketing

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 entering a transformative phase of growth, and we’re looking for a Director of Event Marketing to help propel us into our next chapter. 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 a team responsible for delivering our flagship user conference, hosted field events, tradeshows, and a series of virtual events - all designed to engage our audience, build brand affinity, and drive measurable pipeline impact.

Your impact

• Build and lead a high-velocity in-person and virtual events function, owning strategy and execution that align with go-to-market priorities, drive brand visibility, generate revenue through ticket sales and sponsorships, 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 the Altruist user conference, 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.

What you bring

• Experience - 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 executive programs—and delivering them flawlessly under pressure.
  • 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.
• Education