Private Bank Event Planner, Senior Associate

JPMorgan Chase • Dallas, TX • 1h ago

The Southern Region Senior Event team plans, creates and executes client event activities from concept through execution and evaluation for the Southern Region of J.P. Morgan's Private Bank. Working in a dynamic environment you will play a key role in the event strategy for the market 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, within the Asset Management Events Team, you will report to the Head of South Private Bank Events supporting the South Region and plan/execute client events from concept through execution and evaluation. You will play a key role in the event strategy for the markets you cover, bringing creative ideas, 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

Drive strong data management, including RSVP tracking pre and post event and ROI analysis

Think strategically with the ability to problem solve and offer creative solutions

Monitor venues and stay on top of what's new 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

A 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

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

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