US Private Bank South Event Planner, Associate

JPMorgan Chase & Co. • Dallas, TX

1d

About The Position

The Southern Region Senior Event team plans, creates and executes client event
activities from concept through execution and evaluation for the Southern Region
of J.P. Morgan’s Private Bank. Working in a dynamic environment you will play a
key role in the day-to-day event preparation and strategy for the South-region
markets providing considerable thought and support to the overall event
execution. This will include maintaining event budgets/payments, creating event
collateral, reconciling event attendance, ROI analysis, providing on-site event
support, event registration and data ownership, among other tasks.   

As an Events Management Associate, within the Asset Management Events Team, you
will report to the Head of South Private Bank Events supporting the South Region
events team efforts. The job demands interaction with colleagues on the global
events team and the larger marketing group, bankers and product partners, and
senior management so that we can ensure a consistent and distinctive experience
for clients which underscores our business strategies. You will primarily focus
on local/regional client events but can be involved in large events targeting a
global client base. 

Requirements

• 2+ years prior experience in event management related activities  
• Strong proficiency in Microsoft Excel, Word & PowerPoint
• Excellent oral and written communications skills
• Ability to work early morning and late evening events and ability to travel
• Ability to prioritize tasks and communicate clearly amongst a variety of personalities
• Excellent organizational skills and extreme attention to detail

Nice To Haves

• Prior experience in financial

Responsibilities

• Understand business objectives and developing an event strategy that supports business goals 
• Create high-touch events consistent with J.P. Morgan Private Bank brand standards
• Support events from start to finish, including maintaining the event calendar and budgets, negotiating with vendors, processing invoices, and producing event materials.
• Support onsite event staffing which may include registration desk management, distribution of materials, oversight of presentations/AV needs, speaker handling, and coordination with vendors
• Drive strong data management, including RSVP tracking pre and post event and ROI analysis
• Think strategically with the ability to problem solve and offer creative solutions
• Monitor venues and stay on top of what’s new in the area.
• Liaise with other JPMorganChase lines of business to leverage and consolidate ideas, share resources, and cross-sell event opportunities
• Participate and provide agendas for weekly regional team meetings, budget calls, and multiple banker meetings providing event updates and key takeaways

Benefits

• 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. 

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed
• Number of Employees: 5,001-10,000 employees