Wealth.com is the industry’s leading estate planning platform, empowering financial advisors to offer modern, comprehensive estate planning solutions to their clients. By combining cutting-edge technology, AI, and unmatched human expertise, we deliver a seamless experience that sets us apart. Beyond having one of the most coveted domain names in FinTech, wealth.com is a dynamic, revenue-generating startup experiencing rapid yet sustainable growth.
A key reason behind our position as the #1 estate planning platform is our team. Our people thrive in a collaborative, supportive culture that fosters innovation and makes wealth.com a place where everyone truly enjoys working. Wealth.com is certified as a Great Place to Work for 2024 and named a 2024 finalist for Fast Company’s Best Workplaces for Innovators!
Events play a pivotal role in wealth.com’s demand generation and brand-building efforts. We’re seeking a talented Event Manager to oversee wealth.com’s presence at industry and partner events, driving new business opportunities and solidifying our leadership in estate planning within the wealth management space.
The ideal candidate is highly organized, detail-oriented, and thrives under pressure. They will excel at managing multiple moving parts, ensuring seamless execution even when faced with last-minute changes or challenges. Most importantly, they will have a strong understanding of how events align with our overall revenue generation strategy and contribute to the success of our organization.
Responsibilities:
- Collaborate with key stakeholders (in particular Chief Growth Officer and Chief Marketing Officer) to set the annual event strategy and budget
- Work with stakeholders (within the sales and marketing organizations) to create detailed plans for each event, managing the entire planning and execution process from start to finish
- Developing the overall event strategy
- Securing sponsorships
- Aligning booth and merchandise design
- Coordinating and negotiating with external vendors and service providers
- Managing logistics and timelines
- Promoting event participation through marketing
- Tracking and analyzing event expenses and ROI
Key responsibilities for each event include:
Key success metrics will include leads generated, revenue impact, and overall event performance.
Qualifications:
- Bachelor’s degree
- 4-6 years of relevant experience in managing events and event marketing for a B2B or SaaS company
- Strong organizational and project management skills
- Proactive, self-starter attitude with a results-driven mindset
- Comfort working in a fast-paced, dynamic environment
- Proven ability to plan and execute with many moving parts
- Exceptional communication and interpersonal skills
- Experience developing and managing budgets effectively
Why you'll love working for wealth.com
- You won’t find any of the negative stereotypes about startups at wealth.com, and you get to help build something that is truly making a difference at a company that is driving rapid revenue growth with a best-in-class platform.
- Competitive Salary.
- Fully remote, flexible work environment. We do however meet together in person several times a year.
- Full medical and dental benefits.
- Unlimited PTO in an environment where taking time off to relax or recharge is supported and encouraged.
- Paid Parental Leave.
- Company equity managed through Carta.
- 401k with Match and 100% vesting upon hire.
- Free estate planning!
Here are the core benefits of the role:
Wealth is an equal opportunity employer and encourages people from all backgrounds to apply. Should you have a disability or special need that requires accommodation, please let us know.
What We Do
Wealth is the first comprehensive estate planning platform that provides a holistic view of all your assets, visualized and securely stored in one place. With robust asset aggregation technology, sophisticated APIs and bank-level encryption, our platform makes estate planning easy and accessible.
