Private Bank Event Planner – Senior Associate

The Events Management Senior Associate planner, creates and executes client events from concept through execution and evaluation. Working in a dynamic environment you will play a key role in the event strategy for the markets you cover, bringing creative ideas, event concept ideation, suggested venues and proposed content to the market with considerable thought to strategic execution.

As an Events Management Senior Associate, on the Private Bank Events team, you will report to the Head of West Private Bank Events supporting the Southern California area, while creating and executing client events from concept through execution and evaluation.  Working in a dynamic environment you will play a key role in the event strategy for the markets you cover, bringing creative ideas, event concept ideation, suggested venues and proposed content to the market with considerable thought to strategic execution.

The job demands interaction with colleagues on the global events team and the larger marketing group, bankers and product partners, and senior management so that we can ensure a consistent and distinctive experience for clients which underscores our business strategies.  You will primarily focus on local/regional client events but can be involved in large events targeting a global client base. 

Job responsibilities

• Understand business objectives and developing an event strategy that supports business goals 
• Create high-touch events consistent with J.P. Morgan Private Bank brand standards
• Manage events from start to finish, including maintaining the event calendar and budgets, negotiating with vendors, processing invoices, and producing event materials.
• Manage onsite event staffing which may include registration desk management, distribution of materials, oversight of presentations/AV needs, speaker handling, and coordination with vendors
• Emphasize data management, including tracking RSVPs pre- and post-event and analyzing ROI
• Think strategically with the ability to problem solve and offer creative solutions
• Leverage deep knowledge of Southern California venues and keep a pulse on new and emerging locations in the area
• Liaise with other JPMorganChase lines of business to leverage and consolidate ideas, share resources, and cross-sell event opportunities
• Participate in weekly regional team meetings, budget calls, and multiple banker meetings providing event updates

Required qualifications, capabilities, and skills

• 6+ years prior experience in event management related activities  
• Strong proficiency in Microsoft Excel, Word & PowerPoint
• Excellent oral and written communications skills
• Ability to work early morning and late evening events and ability to travel
• Ability to prioritize tasks and communicate clearly amongst a variety of personalities
• Excellent organizational skills and extreme attention to detail

Preferred qualifications, capabilities, and skills

• Prior experience in financial services

This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase’s review of criminal conviction history, including pretrial diversions or program entries