About The Position

As a One Chase Branch Event Strategy Manager within Consumer Banking, you will lead the strategy, development and execution of the Branch-Hosted Client Events Program. This annual series of high-impact experiences is designed to deepen client relationships, engage priority prospects and reinforce the branch as a trusted destination for guidance and community connection. You will translate business priorities into a cohesive event portfolio, mobilize partners across the firm and ensure each program delivers a consistent, differentiated client experience with measurable relationship outcomes.

Requirements

  • Significant experience in strategy, integrated communications, experiential marketing, client engagement, event programming or a related field.
  • Demonstrated ability to translate broad business objectives into executable plans and deliver complex, high-visibility initiatives.
  • Strong executive presence and influence, with a record of building alignment and securing support across senior, cross-functional stakeholders.
  • Excellent judgment, writing, presentation and facilitation skills, with the ability to simplify complex topics for varied audiences.
  • Highly organized and comfortable managing multiple workstreams, deadlines, budgets and dependencies in a fast-paced environment.
  • Data-oriented approach to defining success, evaluating outcomes and continuously improving the client experience.
  • Strategic and entrepreneurial; collaborative and persuasive; client-focused; disciplined in execution; comfortable operating through ambiguity; and able to connect enterprise priorities with practical, market-level delivery.

Nice To Haves

  • Knowledge of financial services, branch operations, risk and controls, or client relationship management.

Responsibilities

  • Establish the program vision, annual roadmap, priority audiences, event themes and success measures in alignment with Consumer Banking and firmwide objectives.
  • Develop and manage a calendar of at least six annual programs, balancing national consistency with local relevance and timely business, financial wellness, cybersecurity and community topics.
  • Partner with the CCB events team to develop event concepts, agendas, speakers, formats, venues, livestream or hybrid delivery, communications, guest experience, budgets, risk reviews and post-event follow-up.
  • Work with technology, Consumer Banking and the CCB events team to build a scalable invitation platform that branches can use to invite clients, customers and prospects.
  • Build relationships with senior leaders and partners across the branch network, communications, marketing, events, digital, legal, compliance, controls, community, wealth management and business banking to align priorities, clarify roles and secure resources.
  • Create a scalable operating model, toolkits and planning cadence that enable local teams to identify audiences, host effectively and convert events into meaningful client conversations.
  • Identify compelling speakers and moderators, shape audience-relevant programming and prepare leaders with briefs, talking points and other event materials.
  • Establish clear decision rights, milestones, issue escalation and reporting across multiple concurrent events and stakeholder groups.
  • Track registrations, attendance, audience mix, satisfaction, follow-up activity, referrals and relationship outcomes; use insights to improve future programming and demonstrate impact.
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