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. The combined business has ~$400 billion in Assets under Management and ~4,000 advisors who work out of 3,500 branches and 21 offices and the Events Marketing Sr Associate will support event execution for the J.P. Morgan Wealth Management business.
As a Events Marketing Sr. Associate with the J.P. Morgan Wealth Management business you will leverage your strong event execution experience to develop event marketing tactics, goals and objectives to lead consideration for JPMorgan. In addition, you will manage event logistics and will report into and partner closely with the Affluent events manager along with retail bank and regional sales leadership to ensure we are meeting the needs of clients and prospects to JPMorgan Wealth Management. You will partner closely with JPMC teams across the firm as well as departments within the business. The Mass Affluent event team will report into the Head of Thought Leadership Events and Content, part of the broader Inclusive Investing & Events team and be part of the J.P. Morgan Wealth Management marketing organization.
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Job responsibilities:
- Manage overall event planning logistics - end to end- serve as main contact booking speakers, venues, creating menus, etc.; additional logistical tasks include the registration processes - website development & maintenance; client communications i.e. Invites, event reporting - daily registration reports; post-event client identification # Collection, and analytics to understand program/engagement impacts to business goals
- Manage team operations to include budget: maintain document budgets; works with Accounts Payable to process invoices and track expenses, sourcing/contracting -submit and work through speaker/vendor contracts
- Support TPO 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
- 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 and 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
Required qualifications. capabilities, and skills:
- Experience in media, marketing or the Wealth Management industry
ABOUT US
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 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
ABOUT THE TEAM
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.
We are here to help you manage your money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.