Head of Events Marketing

National Financial Partners • Palm Beach Gardens, FL

69d • $125,000 - $180,000 • Remote

About The Position

Wealthspire is 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.

Requirements

• 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%

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.

Benefits

• Competitive salary
• PTO & paid holidays
• 401(k) with match
• Exclusive discount programs
• Health & wellness programs

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Funds, Trusts, and Other Financial Vehicles
• Number of Employees: 5,001-10,000 employees