The New York & East Region Event team supports client events from concept to execution, for the J.P. Morgan's US Private Bank, the Associate will play a role in the event strategy for the markets in the region, bringing creative ideas, suggested venues and proposed content to the market with considerable thought to strategic execution. Planner will assist manager and colleagues with all work related to any in-person or virtual event responsibilities including content development, speaker readiness, data tracking, client experience, execution, follow-up and impact.
As an Events Management Associate supporting J.P. Morgan's US Private Bank you will create and execute client events from concept to execution for the NY & East Region. You will interact 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 underscore our business strategies. You will primarily focus on local/regional client events, but will be involved in large events targeting a global client base, you will also work on multiple event projects simultaneously, ranging from large events, to intimate roundtable dinner discussions, both in-person and virtual experiences.
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Job responsibilities:
- Understand business objectives and help develop an event strategy that supports business goals
- Create and execute high-touch events consistent with J.P. Morgan Private Bank brand standards
- Maintain budgets and event calendar with strong emphasis on data management, list keeping, and operational efficiencies; invoice processing
- Secure event venues; contract audio visual companies and other associated vendors as required to execute programs
- Manage data entry and leverage our events management platform to build and track events, manage RSVPs pre and post event and ROI analysis
- Manage event email communications via our event management platform, including the invitation, reminders, and post event communications
- Manage onsite event staffing which may include registration desk management, distribution of materials, oversight of presentations/AV needs, speaker handling, and coordination with vendors
- Coordinate pre-event tasks such as briefing templates, production of name badges, place cards, menu cards, printed materials; seating assignments for events; packing and shipping of event supplies
- Coordinate post-event tasks such as final data management and event debrief documents
- Participate in weekly regional team meetings, budget calls, and multiple banker meetings providing event updates
- Liaise with other J.P. Morgan lines of business, in order to leverage and consolidate ideas, shared resources and cross sell event opportunities
- Lend support on ad-hoc special projects
Required qualifications, capabilities, and skills:
- 4+ years prior experience in event management related activities
- Strong proficiency working in Microsoft Products (Excel, Word & PowerPoint)
- Ability to master various database products
- Ability to work from the NYC office full time
- Ability to work early morning, late evening, and weekend events
- Ability to travel
- Excellent oral and written communications skills
- Ability to prioritize tasks and communicate clearly amongst a variety of personalities
- Strategic thinker with the ability to problem solve and offer creative solutions
- Must be able to multi-task and work under tight deadlines
- Excellent organizational skills and extreme attention to detail
Preferred qualifications, capabilities, and skills:
- Prior experience in financial services
- Experience working in SharePoint, Aventri or other CRM platforms
ABOUT US
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
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.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
ABOUT THE TEAM
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.