J.P. Morgan Wealth Management - Project Manager II- New York, NY

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.

As an Event Associate/Project Manager within JP Morgan Wealth Management, you will play a crucial role in delivering innovative client experiences by overseeing and executing a variety of events. You will collaborate with various teams across the firm to enhance client engagement and ensure the success of our wealth management events strategy.

You will report to the Division Strategy & Support Manager and focus on client experience improvements for our wealth clients. The ideal candidate will have proven experience in working in a highly matrixed organization and collaborating across functions to develop and deliver innovative client experiences. The position provides a unique opportunity to partner closely with JPMC teams across the firm as well as departments within the business.

Job Responsibilities:

• Oversee all Sports & Entertainment and Golf events, and experiences collaborating with Chase Private Client Divisional, Regional and Market field teams, Sports & Entertainment and Chief Ticketing Office departments.
• Support all aspects of Wealth events, including Experiential, Thought Leadership, and Sports & Entertainment, both in-person and virtual.
• Manage event records and ticket distribution using Event Tracker and Ovations Tracking System.
• Maintain a comprehensive calendar of Wealth events and experiences.
• Track and communicate event success metrics with analytics teams.
• Document and share anecdotal event successes regularly.
• Assist in event concept and design for select markets.
• Create Wealth invitations through Brand Muscle or, Creative department, and submit invitations through AdTrax.
• Collaborate with Wealth, Marketing, Legal, Compliance, and Insurance teams to ensure superior event execution and adherence to guidelines. Work onsite as needed.
• Manage event budgets, pay and track invoices, and order promotional items as needed.
• Produce ad-hoc event reports and attend weekly departmental meetings.

Required qualifications, capabilities and skills:

• 5 or more years prior experience in event planning, including vendor contract negotiations and processes, is required.
• Strong organizational and project management skills.
• Experience planning and executing large-scale and smaller-scale events that are brand-relevant and very high quality.
• A passion for detail and an ability to think creatively is critical.
• Takes ownership, exercises strong judgment. Ability to work independently as well as part of a team to ensure the needs of the group are met.
• Excellent oral and written communications skills.
• Discretion around private client information a must.
• Able to think and react quickly during event execution.
• Able to work fluidly when overseeing events.
• Willingness to work in fast-paced environment and beyond traditional business hours when necessary. Ability to travel (could be 60%)
• Strong proficiency in Excel, Word & PowerPoint.

Preferred qualifications, capabilities and skills:

• Design background or use of design systems
• Bachelor’s degree in communication, journalism, or marketing

Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

Equal Opportunity Employer/Disability/Veterans

Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We’re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.