JPMorgan Chase & Co. is a leading global financial services firm with assets of more than $2.7 trillion, over 240,000 employees and operations in over 60 countries, It operates across four business segments including Asset & Wealth Management, Corporate and Investment Banking, Commercial Banking and Consumer and Community Banking. The J.P. Morgan Wealth Management business is focused on helping investors achieve their long-term financial goals and comprised of the Chase wealth management business, J.P. Morgan Securities and our digital investing platform.

As a Affluent Thought Leadership Events Manager Senior Associate within the Wealth Management business you will support event execution for the J.P. Morgan Wealth Management business – specifically our mass affluent audience. In the role you will focus on understanding overall Wealth Management goals and objectives, and you will develop event marketing tactics to lead consideration for JPMorgan. In addition you will focus on event execution, managing event logistics (operational/tactical). In this role, you will report into and partner closely with Mass Affluent events manager along with the retail bank and regional sales leadership to ensure we are meeting the needs of client and prospects to JPMorgan Wealth Management.

Job responsibilities

• Manage overall event planning logistics – end to end– serve as main contact booking speakers, venues, creating menus, etc.; additional logistical tasks include:
• Manage registration processes – Website Development & Maintenance; Client Communications i.e. Invites
• Manage event reporting - Daily Registration Reports; Post-Event client identification # Collection
• Manage analytics to understand program/engagement impacts to business goals
• Manage budget: maintain document budgets; works with Accounts Payable to process invoices and track expenses
• Support sourcing/contracting –submit and work through speaker/vendor contracts
• Support vendor management –onboard & manage relationships with new/existing vendors
• Document team processes as they become solidified
• Develop and maintain a detailed events calendar for the business, in close collaboration with Chase Private Client, Business Banking & Private Bank events team
• Manage and develop event registration tools/platforms

Required qualifications, capabilities, and skills:

• 5+ years prior experience in event planning and execution, including vendor contract negotiations and processes
• Experience planning and executing large-scale and smaller-scale events that are brand-relevant and are executed at the high quality for affluent and high net worth clients; extensive experience running virtual events – knowledge of working with production and online companies to run virtual events
• Enjoys working with others & can build strong relationships with various partner teams
• Strong organizational and project management skills; a passion for detail and an ability to think creatively is critical
• 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%) – usually Monday-Friday
• Strong proficiency in Excel, Word & PowerPoint

Preferred qualifications, capabilities, and skills:

• Experience in media, marketing or the Wealth Management industry

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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

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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.

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Join the Mass Affluent event team, this position provides a unique opportunity to partner closely with JPMC teams across the firm.