Who We Are:
Wealthspire Advisors, founded in 1995, is a New York City-based, independent registered investment Advisory firm with more than 380 employees serving clients from 20+ offices. We are a newly independent wealth management firm, with approximately $500 million in revenue, recently carved out from a larger parent company and acquired by a leading private equity sponsor. With a strong commitment to a fiduciary business model, the firm believes in connecting all aspects of a client's financial life to deliver thoughtful, collaborative strategies that focus on what is most important to each client. Wealthspire Advisors acts as a wealth manager, investment Advisor, consultant, and constant partner in helping clients achieve their aspirations. For more information on Wealthspire Advisors, please visit
Summary:
We're seeking a strategic, detail-oriented, and results-driven event management leader to lead the strategy, execution, and evolution of our national events platform. As a leading independent wealth management firm with a growing national presence, we’re investing in dynamic event experiences that drive brand visibility, deepen client relationships, and generate growth. This role will shape and execute a high-impact events program that spans regional client experiences, flagship conferences, strategic partnerships, and hospitality engagements.
The ideal candidate brings a deep understanding of event strategy and planning, cross-functional leadership experience, and a proven track record of aligning events with business goals. Financial services experience is a strong plus.
Key Responsibilities:
- In partnership with key stakeholders, develop and manage a 12-month rolling in-person internal/external events calendar across wealth and institutional events.
- Prioritize event opportunities based on strategic impact, brand visibility, client retention, and business development potential.
- Define and measure KPIs, budget utilization, and ROI to inform event planning and assess effectiveness.
- Lead all aspects of event logistics and execution, including site selection, vendor negotiation, program design, and on-site coordination.
- Ensure all event materials - from signage to digital assets - are aligned with brand standards and client experience goals.
- Oversee production of key regional and national events and annual conference sponsorships.
- Standardize event operations, vendor management processes, and success reporting.
- Mentor a growing team of event and marketing professionals; foster a culture of excellence, innovation, and client-first experiences.
Qualifications:
- 5-8 years of executive experience in event strategy, planning, and execution (financial services or B2B professional services preferred)
- Proven ability to lead a multi-regional events program with measurable business outcomes
- Expertise in high-touch client events, executive engagements, and brand-aligned programming
- Strong project management skills with a focus on timelines, budget control, and quality
- Proficiency in CRM and event platforms (Salesforce, Hubspot, etc.)
- Excellent communication, collaboration, and stakeholder management skills
- Collaborative, entrepreneurial spirit with a bias toward action and accountability
- Ability to travel approximately 25%
Do you see yourself excelling in this position?
Don't hesitate to apply, even if you don't meet every qualification on the list. We recognize that career journeys are as unique as individuals themselves, and valuable skills can come in various forms. We're eager to learn about your unique talents and experiences.
Wealthspire Advisors is a firm built on a straightforward idea: that clients deserve an advisor as motivated as they are to achieve their financial aspirations. With an independent business model that offers no proprietary products or sales incentives, and a deep bench of experts structured to collaborate around client needs, our team thrives on solving the complexities of our clients’ financial lives.
What We Offer:
Wealthspire Advisors is proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, and more. The base salary range for this position is $125,000 – $180,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
Wealthspire Advisors is an inclusive Equal Employment Opportunity employer.
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