Event Coordinator

About Altruist

Altruist is a fast growing fintech company that's transforming the financial advice industry. Our mission is to make financial advice better, more affordable, and accessible to everyone. We're a modern custodian built exclusively for registered investment advisors (RIAs). As we disrupt legacy custodians and revolutionize the $100T RIA market, we're seeking exceptional individuals to join our team. If you embody our core values of kindness, brilliance, and grit, and are passionate about making a meaningful impact, we want to hear from you!

About the position

Join our growing events team and play a pivotal role in growing and engaging our advisor community through industry tradeshows & hosted events. As a key member, you'll report directly to the Senior Events Manager and contribute significantly to the success of our event initiatives.

What you'll do

• Logistics Coordination: Manage the end-to-end logistics of trade show participation, from materials shipping and vendor facilitation to on-site setup and team member communications.

• Cross-functional collaboration: Work collaboratively with internal teams, including marketing, sales, and product, to align trade show activities with the overall company messaging and goals.

• Event Marketing: Create and manage marketing efforts before, during, and after tradeshows to increase engagement and ROI.

• Financial Oversight: Support budget planning, invoice processing, and post-event reconciliation of all event-related costs.

• Speaker and Presentation Coordination: Assist in coordinating speakers and presentations to enhance the overall impact of our presence at trade shows.

• Content Development: Collaborate with brand, design, and content teams to develop necessary event collateral and assets.

• Lead Generation: You will take direct responsibility for facilitating lead generation at trade show events, which will include on-site lead collection activities.

• Post-Event Evaluation: Conduct thorough post-event evaluations to measure trade show participation's success and identify areas for improvement.

• On-Site Management: Oversee the setup, coordination, and breakdown of trade show activities on-site to ensure a seamless and professional presence.

• Hosted Event Coordination: Assist in efforts to plan & manage Altuist-hosted events.

What you'll bring

• 3+ years of proven experience in B2B event coordination.

• Knowledge and understanding of tradeshow and conference industry.

• Familiarity with the financial industry major plus.

• Strong organizational and project management skills.

• Excellent communication and interpersonal abilities.

• Ability to work independently and collaboratively in a fast-paced environment.

• HubSpot and Salesforce experience is a plus.

• Travel Requirements: Must be willing to travel up to 30% of the time (domestic travel only).

Note: This is a hybrid position out of our San Francisco office.

San Francisco, CA salary range

$90-$120 USD

Benefits

• Competitive salary and stock options

• Premium Healthcare, Dental, and Vision insurance plans

• Generous paid parental leave

• 401(k) savings plan with matching contributions

• Flexible paid time off

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.