Job Details

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. 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.

Summary:

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.

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%

What We Offer:

NFP, an Aon company and Wealthspire Advisors is proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others.
$125,000 – $180,000 base salary range. 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.

Equal Opportunity Employer

NFP, an Aon company and Wealthspire Advisors is an inclusive Equal Employment Opportunity employer. Equal Opportunity Employer. This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.