The Affluent Events team interacts with the Banking & Wealth Teams to learn and understand their market needs to create upscale JPM Financial Center Pre and Post Grand Opening client experiences.
As a Marketing Strategy Lead within Consumer Banking, you will work with the Head of Affluent Events to develop strategy and oversee the execution of 30 JPMorgan Financial Centers Grand Openings throughout the US over a 1-year period.
Job responsibilities
- Interact with the Banking & Wealth Teams to learn and understand their market needs to create upscale client experiences.
- Host weekly meetings with Marketing and Communications teams to develop grand opening events.
- Manage budgets, present business cases for approval, and process invoices for all events.
- Find and evaluate event space and determine any additional items needed (chairs, tables, tablecloths, etc.).
- Write talking points for bankers and advisors to invite clients to each event.
- Work with Compliance and Legal on creative as well as invitations of special guests, including local politicians and government officials.
- Create detailed run of shows for each event and host meetings with the markets to review all the details of the upcoming events.
- Write hosting guides and review these with the advisors/bankers before the event - how to interact, take tours, what to wear, follow-up.
- Oversee a detailed calendar of all Financial Center events
- Work with the Communications team to assist in facilitating local public relations and coordinate handling of JPMorgan executives and local community executives.
- Create post-event summaries for JPMorgan Financial Center executives and market teams.
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Required qualifications, capabilities, and skills
- 7+ years of experience in events planning.
- Attention to detail and organized.
- Ability to travel 80% of the time.
- Proficient in Excel with expertise in Pivot Tables, Word, PowerPoint - able to create detailed presentations, zKipster.
- Understand the Affluent Market.
- Travel a day in advance of all events, be onsite at all events from the very beginning to the end of the event - interact with employees and clients.
- Attend to JPMorgan Financial Center and clients' needs.
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.