About Us 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! 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. Opportunity We’re looking for a Senior Event Marketing Coordinator to join our Events Team. Reporting to the Event Marketing Manager, you’ll support the planning and execution of Altruist’s online and in‑person events, helping deliver exceptional experiences that strengthen our brand, engage financial advisors, and drive measurable business results. This role is perfect for someone who loves organization, logistics, and collaboration—and who’s excited to grow into a more strategic role over time. What You’ll Do Event operations & execution – Support the planning and execution of Altruist’s online event series, including setup, speaker coordination, marketing promotion, and post‑event reporting. Manage the execution of Altruist’s industry event roadmap, including sponsorship logistics and deliverables, vendor coordination, and on‑site support when needed. Create and maintain event timelines, checklists, and budgets to ensure smooth execution and timely delivery. Marketing & promotion – Partner with the Marketing team to coordinate event promotions across email and social. Manage attendee communications and reminders to drive participation and engagement. Cross‑functional collaboration – Work closely with key stakeholders across Marketing, Sales, and Content to ensure events align with strategic goals. Coordinate with speakers, internal subject matter experts, and partners to deliver a seamless event experience. Reporting & optimization – Track and analyze key event metrics—registrations, attendance, engagement, and lead outcomes—and contribute to post‑event reports with recommendations for continuous improvement. What You Bring 3+ years of experience in event coordination (B2B or SaaS preferred). Strong organizational and multitasking skills, with the ability to manage several events simultaneously. Experience with online event platforms (Zoom) and CRM or marketing automation tools (HubSpot, Salesforce). Excellent written and verbal communication skills. A proactive, detail‑oriented mindset and a passion for creating great experiences. A collaborative, team‑oriented approach—you thrive in cross‑functional environments and enjoy supporting shared goals. Willingness to travel occasionally for industry or hosted events. Location & Salary San Francisco, CA
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