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7 дней назад

Events Marketing Manager (Wealth Management)

130 000 - 180 000$
Формат работы
hybrid
Тип работы
fulltime
Грейд
senior
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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TL;DR
Events Marketing Manager (Wealth Management): Building and scaling Arca’s multi-city seminar, webinar, prospecting, and client appreciation event program with an accent on pipeline ownership, advisor enablement, compliance, and measurable event ROI. Focus on designing repeatable event systems, optimizing registrations-to-meetings funnels, and scaling experiences across offices while maintaining quality.

Location: Remote within the US; candidates based in New York City are preferred. Remote team members spend about one week per month on-site, and the role requires approximately 25–50% travel to events, venues, and offices.

Salary: $130K–$180K plus equity.

Company

hirify.global is a Series A AI-built wealth management firm backed by General Catalyst, Index Ventures, and Venrock, rebuilding wealth management around advisor-focused technology and high-touch client service.

What you will do

  • Own and scale the seminar calendar across offices and advisors, including geography, ZIP-code targeting, topics, venues, timing, and event spacing.
  • Manage the seminar marketing partner end to end, improve audience quality and registration performance, and determine which functions should move in-house.
  • Build event playbooks, coach advisors as presenters, improve in-room experiences, and coordinate materials with design and compliance.
  • Test and expand webinars, hosted dinners, community events, referring-partner events, and selective client appreciation experiences.
  • Define the event funnel from registration through attendance, meetings, qualification, and new client business; partner with growth engineering on tracking, imports, and follow-up.
  • Track cost, payback, and ROI by event, location, presenter, format, and topic; build business cases, secure budgets, and scale or stop programs based on results.

Requirements

  • 5–8 years of experience in event, field, or experiential marketing, including at least 3 years owning a multi-city or multi-event program end to end.
  • Demonstrated ownership of event pipeline or revenue, not only attendance.
  • Experience managing agencies or vendors against performance targets.
  • Experience building an events program from zero or rebuilding one.
  • Commercial fluency, including modeling cost per meeting and payback and analyzing the event funnel.
  • Operational precision across contracts, budgets, run-of-show, and multiple events in flight simultaneously.
  • Clear writing and presentation skills, plus the credibility to coach advisors at different experience levels.
  • Comfort with event registration platforms, CRMs, and marketing automation tools.

Nice to have

  • Seminar or event program experience in wealth management, insurance, estate planning, or other financial services.
  • Experience marketing to affluent audiences approaching or in retirement.
  • Experience in a regulated marketing environment, especially direct mail.

Culture & Benefits

  • Ownership of the event program, budget responsibility, pipeline targets, and autonomy over what to run, where, and why.
  • Small, tight-knit, low-ego environment with direct collaboration across advisors, operations, compliance, growth engineering, design, and marketing partners.
  • AI-heavy, engineering-oriented workplace where using AI tools and collaborating with engineers is expected.
  • Work involves New York City office collaboration, event travel, and approximately one week per month on-site for remote team members.
  • Work in a highly regulated wealth management environment where trust, precision, and client experience are central.

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