The Affluent Events team interacts with the Banking & Wealth Teams to learn and understand their market needs in order to create upscale JPM FC pre- and post-grand opening client experiences.
As a JPMorgan Financial Center Event Strategy Lead within Consumer Bank Marketing, you will develop strategies and oversee the execution of 30 JPM Financial Centers' grand openings throughout the U.S. over a 1-year period. You will also run smaller events in the JPMorgan Financial Centers, averaging 4 events per year per center.
Job responsibilities
- Interact with the Banking & Wealth Teams to learn and understand their market needs.
- Arrange weekly meetings with the Market and Communications teams to develop JPM FC grand opening events.
- Manage budgets, present business cases for approval, and process invoices for all events.
- Work with JPM Financial Center teams to select dates and locations for all events, considering potential conflicts.
- Find and evaluate event spaces and determine any additional items needed (chairs, tables, tablecloths, etc.).
- Create invitations for advisors/bankers to invite clients.
- Ship all materials before and after events.
- Handle all registration of attendees before and after the event.
- Keep a detailed calendar of all JPM Financial Center events.
- Compile post-event analysis of all attendees, including type of clients, ROI, new clients, etc.
- Work with the Communications team on follow-up thank you emails for advisors and bankers.
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Required qualifications, capabilities, and skills
- 5+ years of event strategy and marketing experience.
- Attention to detail, organized, and ability to travel 80% of the time.
- Proficient in Excel with expertise in Pivot Tables, Word, and PowerPoint - able to create detailed presentations, and zKipster.
- Understand the Affluent Market.
- Travel a day in advance of all events and be onsite at all events from start to finish.
Preferred qualifications, capabilities, and skills
- Knowledge of Ad-Trax.
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.