Senior Associate, Events Management

JPMorganChase•San Francisco, CA

About The Position

As a Senior Associate on JPMorganChase's Client Engagement and Events Strategy team within Commercial Banking's Innovation Economy group, you will design and deliver event strategy and execution across North America. You will manage, support, and activate proprietary events and strategic partnerships connecting founders, high-growth companies, and the venture capital ecosystem with the firm. The role spans programs from large-scale conferences to intimate roundtable discussions and directly influences how clients experience and engage with JPMorganChase. It is a high-visibility, cross-functional role combining strategic thinking with precise execution.

Requirements

Formal training or certification in Client Engagement and Events Strategy concepts, with 5+ years of applied experience.
Bachelor's degree required.
Five years of experience in event or sponsorship management.
Exceptional executive presence and the 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 when navigating 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.
Hands-on experience with customer relationship management and event registration or RSVP platforms.

Nice To Haves

Background in marketing, communications, business development, or public relations.
Experience working with founders, investors, startups, or high-growth companies.
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 to inform future programming decisions.

Responsibilities

Lead event strategy for a select portfolio of Innovation Economy client engagement events and sponsorships.
Partner with business stakeholders to manage the full event lifecycle, including agenda development, content strategy, speaker selection and preparation, competitive research, and on-site execution.
Lead planning sessions with business stakeholders, manage check-in cadences, and oversee budgets across the event portfolio.
Own invitation strategy and attendee communications, including creation, testing, distribution, and follow-up outreach.
Collaborate with the Event Production team on logistics, occasionally managing production workstreams and vendor relationships directly.
Create and maintain project plans, operational documents, and collateral materials from kickoff through closeout.
Maintain attendee and registration data in customer relationship management and registration platforms, and analyze attendance trends and engagement metrics to optimize event strategy.
Track budgets, invoices, approvals, and payments, maintaining accurate documentation and current 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, including innovative formats, differentiated content, and collaboration across the Commercial Banking events strategy team.