Senior Associate, Events Management
About The Position
As a Senior Associate on JPMorganChase’s Client Engagement and Events Strategy team within Commercial Banking’s Innovation Economy group, this role designs and delivers event strategy and execution across North America. It manages and supports proprietary events and strategic partnerships that connect founders, high-growth companies, and the venture capital ecosystem with the firm. The work spans large-scale conferences to intimate roundtable discussions and combines strategic planning with detailed execution in a high-visibility, cross-functional environment. The position leads a portfolio of client engagement events and sponsorships, partners with business stakeholders on the full event lifecycle, and coordinates with the Event Production team and vendors. It also oversees invitations, attendee communications, budgets, registration and customer relationship management data, speaker preparation, event reporting, and post-event learning. The role contributes to annual planning for the broader Commercial Banking events strategy team. The position requires travel as needed, approximately 20–25%, with higher volume during peak seasons, and willingness to support off-hours execution. Employment offers are contingent on review of criminal conviction history, including pretrial diversions or program entries, under Section 19 of the Federal Deposit Insurance Act.
Requirements
- Formal training or certification in Client Engagement and Events Strategy concepts and at least 5 years of applied experience.
- Bachelor’s degree required.
- 5 years of experience in event or sponsorship management; a background in marketing, communications, business development, or public relations is relevant, as is experience working with founders, investors, startups, or high-growth companies.
- Exceptional executive presence and ability to build trust, influence outcomes, and represent the firm in high-visibility, client-facing environments.
- Excellent written and verbal communication skills, attention to detail, and organizational discipline.
- Personal accountability, professionalism, integrity, and sound judgment in sensitive situations.
- Ability to manage multiple workstreams, adapt to shifting priorities, and execute under tight deadlines.
- Willingness to support off-hours execution and travel as needed, approximately 20–25%, with higher volume during peak seasons.
- Advanced proficiency in Microsoft Excel, Word, and PowerPoint, with hands-on experience using customer relationship management and event registration/RSVP platforms.
Nice To Haves
- Prior experience in financial services or working alongside financial institutions.
- Familiarity with the Innovation Economy ecosystem, including venture capital, startups, or high-growth technology companies.
- Experience with Stova or comparable event management platforms.
- Ability to tailor event strategies and engagement approaches to distinct client segments and industries.
- Track record of producing measurable return on investment analyses and post-event reporting that inform future programming decisions.
Responsibilities
- Serve as lead event strategist for a select portfolio of Innovation Economy client engagement events and sponsorships, supporting founders, high-growth clients, and the venture capital ecosystem.
- Partner with Innovation Economy business stakeholders to manage the full event lifecycle, including agenda development, content strategy, speaker selection and preparation, competitive research, and on-site execution.
- Drive regular planning sessions with business leads, manage ongoing check-in cadences, and maintain budget oversight across the event portfolio.
- Own invitation strategy and attendee communications end-to-end, including creation, testing, distribution, and follow-up outreach.
- Collaborate with the Event Production team on logistical execution and occasionally manage production workstreams and vendor relationships directly.
- Build and maintain project plans, operational documents, and collateral materials from kickoff through closeout.
- Maintain accurate attendee and registration data across customer relationship management and registration platforms, and analyze attendance trends and engagement metrics to optimize event strategy.
- Track budgets, invoices, approvals, and payments with clean documentation and up-to-date budget actuals.
- Prepare hosts and speakers with coordinated briefs to support differentiated, high-signal content delivery.
- Lead post-event debriefs, oversee scorecard completion, and produce reporting and retention documentation that captures takeaways and return on investment.
- Contribute to annual planning, focusing on innovative formats, differentiated content, and cross-team collaboration across the Commercial Banking events strategy team.
Benefits
- Competitive total rewards package, including base salary determined based on role, experience, skill set, and location.
- Eligible roles may receive commission-based pay and/or discretionary incentive compensation in cash and/or forfeitable equity.
- Comprehensive health care coverage.
- On-site health and wellness centers.
- Retirement savings plan.
- Backup childcare.
- Tuition reimbursement.
- Mental health support.
- Financial coaching.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
