Affluent Thought Leadership Events Manager Senior Associate

JPMorgan Chase & Co is a leading global financial services firm with assets of more than $2.7 trillion, over 240,000 employees and operations in over 60 countries, It operates across four business segments including Asset & Wealth Management, Corporate and Investment Banking, Commercial Banking and Consumer and Community Banking. 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.

As a Affluent Thought Leadership Events Manager Senior Associate within the Wealth Management business you will support event execution for the J.P. Morgan Wealth Management business – specifically our mass affluent audience. In the role you will focus on understanding overall Wealth Management goals and objectives, and you will develop event marketing tactics to lead consideration for JPMorgan. In addition you will focus on event execution, managing event logistics (operational / tactical). In this role, you will report into and partner closely with Mass Affluent events manager along with the retail bank and regional sales leadership to ensure we are meeting the needs of client and prospects to JPMorgan Wealth Management.

Job responsibilities

• Manage overall event planning logistics – end to end– serve as main contact booking speakers, venues, creating menus, etc.; additional logistical tasks include :
• Manage registration processes – Website Development & Maintenance; Client Communications i.e. Invites
• Manage event reporting - Daily Registration Reports; Post-Event client identification # Collection
• Manage analytics to understand program / engagement impacts to business goals
• Manage budget : maintain document budgets; works with Accounts Payable to process invoices and track expenses
• Support sourcing / contracting –submit and work through speaker / vendor contracts
• Support 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

Preferred qualifications, capabilities, and skills

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.

Equal Opportunity Employer / Disability / Veterans

Join the Mass Affluent event team, this position provides a unique opportunity to partner closely with JPMC teams across the firm.

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