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Virtual Event Coordinator
Virtual Event CoordinatorAltruist • San Francisco, CA, US
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Virtual Event Coordinator

Virtual Event Coordinator

Altruist • San Francisco, CA, US
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Event Coordinator

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!

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 in the midst of an exceptional growth phase and we're excited to hire an Event Coordinator to join our growing Events Team! Reporting to the Events Marketing Manager, you'll support the strategy and execution of our digital and local events that drive pipeline, brand awareness, and advisor engagement. You'll work closely with Sales, Marketing, and external partners to deliver high-touch experiences that align with business goals and represent the Altruist brand.

Your impact

Webinars

  • Manage and execute Altruist's webinar program from end to end, including scheduling, setup, and technical production
  • Own speaker coordination and dry runs to ensure a smooth and professional delivery
  • Collaborate with Marketing and Design to develop promotional campaigns and event assets
  • Track attendance, engagement, and post-webinar metrics to assess impact and continuously optimize

Altruist Experience

  • Support the Sales team to execute in-office events with strategic prospects
  • Coordinate with internal teams to organize on-site logistics
  • Support with travel logistics as needed, including booking flights, accommodations, and local transportation
  • Project manage pre & post-event communication and follow-ups, ensuring the event owner executes an effective communication plan while tracking KPIs
  • Track event budget and invoice processing
  • Field Marketing Events

  • Support the Sales team to plan and execute branded field events in key markets
  • Lead venue sourcing and coordinate event logistics
  • Help drive registration and engagement for events that accelerate deals and build pipeline
  • Cross-Program Support & Collaboration

  • Coordinate with internal teams to ensure aligned messaging and high-quality attendee experiences
  • Event budget tracking and invoice processing to ensure financial accuracy and operational efficiency
  • Provide on-the-ground support at major events and other branded experiences if required
  • Manage vendor relationships across swag, print, signage, and other event-related production needs
  • Track KPIs and support post-event reporting to help the team measure impact and optimize future efforts
  • Travel frequently (10-20%) to manage on-site production and ensure flawless execution
  • What you bring

  • Experience - 3+ years of experience working in event marketing; preferably in a B2B fintech or SaaS organization
  • Experience managing webinars or virtual events with measurable outcomes
  • Strong organizational skills and attention to detail with the ability to manage multiple projects simultaneously
  • Strong collaboration skills, with experience working cross-functionally with sales, marketing, and vendors
  • A passion for building meaningful, high-touch event experiences that drive community and business results
  • Willingness to travel 10-20% of the time to oversee events
  • Education - Ideally looking for a B.A. / B.S. degree in relevant fields such as Marketing, Business Administration, Communications, etc.
  • Technical aptitude - You're technologically savvy and can easily get up to speed on modern tech stacks
  • Ownership - The pride you put into every aspect of your work is unparalleled and undeniable
  • Superb communication - Intentional dialogue is a superpower. You listen as well as you share your perspective with others
  • Resilience - We're inspired by your unwavering determination to achieve success, no matter the adversity you face along the way
  • Assurance - Your confidence is brilliant, yet ego-less. You possess a strong knowledge base, the ability to discover the unknown, and are open to differing perspectives
  • Creative problem solving - Identifying the problem is simply not enough. You're instinctually creative with your approach in finding solutions to roadblocks
  • Bonus points if you bring

  • Experience in financial services, fintech, or SaaS online events.
  • Familiarity with event management tools such as Zoom Webinars, HubSpot, and Salesforce.
  • Creative problem-solving skills with a strategic, data-driven approach.
  • San Francisco, CA salary range

    $90,000 - $124,000 USD

    What we bring

    Attracting and retaining top-tier talent is a priority. We are proud of the culture we've built and are cognizant of the ever-changing professional landscape. Our dynamic offering of perks and benefits are tailored for you to feel your best while doing your best.

  • A hybrid work schedule for most positions to promote strong, in-person collaboration and a healthy work-life balance.
  • Stunning, amenity-filled office spaces in Culver City, CA, San Francisco, CA, and Dallas, TX. Our offices are intentionally designed for comfort, collaboration, and productivity.
  • Competitive pay, as well as equity for eligible positions.
  • Premium healthcare, dental, and vision insurance plans.
  • 401k savings plan with matching contributions and immediate vesting.
  • Generous paid parental leave.
  • Professional growth and development opportunities including an employee mobility program and an annual L&D budget allocation for each employee.
  • Physical and emotional wellness programs that nurture both your mind and body.
  • Company perks program (includes discounts on pet insurance, fitness, cell phone plans, entertainment and travel, etc.)
  • Financial guidance program (includes counseling on navigating debt, tracking personal spend, saving and planning goals, home-purchasing preparedness, etc.)
  • Total compensation includes a competitive benefits package along with equity in the form of Stock Options (ISOs) for eligible roles. For salaried positions, 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

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    Event Coordinator • San Francisco, CA, US

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