JPM Wealth Management-Event Specialist-Senior Associate

J.P. Morgan; New York (NY); On-site; USD 90,000 - 130,000; Full time

Job summary

JPMorgan Chase Wealth Management is seeking an Event Specialist - Senior Associate to plan and execute development events for branch-based and office-based advisors. You will partner with the Advisor Development team to ensure a positive attendee experience and manage end-to-end event logistics.

The role focuses on scheduling, coordination, content creation, and on-site facilitation, with a strong emphasis on collaboration across teams to drive successful programs.

Qualifications

• 3+ years of event planning and execution experience (virtual and in person).
• Project management experience.
• Advanced skills in Microsoft Suite (PowerPoint, Excel, Outlook, Teams).
• Ability to effectively partner with other teams to drive forward projects.
• Exceptional written and verbal communication skills and attention to detail.

Responsibilities

• Process all incoming registration requests, escalating or resolving inquiries, as needed.
• Create correspondence regarding travel logistics and travel confirmations.
• Coordinate logistics for in person training (hotel and conference booking, flight scheduling,seating, audio and visual planning, finalizing materials, cateringand access/badging).
• Assist team with tracking and dispositioning of participant attendance for both in person and virtual training.
• Build and manage all content, event run-of-show documents, facilitator guides, and day-of checklists.
• Serve as the on-site point of contact for faculty, participants, and local stakeholders. Able to troubleshoot issues in real time.
• Maintain an event calendar and ensure alignment with program timelines, capacity, and facilitator availability.
• Support post-event closeout: attendance tracking, feedback collection, action items, and continuous improvement.

Skills

Event planning

Project management

Microsoft Office

Communication

Tools

Microsoft PowerPoint

Microsoft Excel

Microsoft Outlook

Microsoft Teams

Job description

JPM Wealth Management – Event Specialist - Senior Associate

About the team

The J.P. Morgan Wealth Management Business fits into the larger Consumer & Community Banking Business. We partner closely with our consumer partners to help clients with their financial needs.

The Practice Management and Advisor Development team is responsible for delivering subject matter expertise on all practice management concepts that ultimately help advisors service their clients and continue to grow their business. We support leaders and advisors in the branch and in the centralized advisor centers. This is a highly visible team with extensive interaction with senior management across all functions and Lines of Business to drive meaningful change across the business.

The Advisor Development Team supports the development of branch-based advisors through a national new-hire framework. Practice management concepts are the foundation of the new hire framework and is complemented with dedicated coaching, leadership alignment, milestone completion and compensation.

The Event Specialist, Senior Associate, is responsible for planning and executing development events for branch based and office based advisors. The Event Specialist will support the strategy and execution of in-person training sessions by partnering closely with program stakeholders and members of the Advisor Development team to ensure a positive attendee experience. This role is responsible for the end -to- end event logistics and the scheduling/coordination of key program milestones.

Key Responsibilities:

• Process all incoming registration requests, escalating or resolving inquiries, as needed
• Create correspondence regarding travel logistics and travel confirmations
• Coordinate logistics for in person training (hotel and conference booking, flight scheduling,seating, audio and visual planning, finalizing materials, cateringand access/badging)
• Assist team with tracking and dispositioning of participant attendance for both in person and virtual training
• Build and manage all content, event run-of-show documents, facilitator guides, and day-of checklists
• Serve as the on-site point of contact for faculty, participants, and local stakeholders. Able to troubleshoot issues in real time
• Maintain an event calendar and ensure alignment with program timelines, capacity, and facilitator availability
• Support post-event closeout: attendance tracking, feedback collection, action items, and continuous improvement

Qualifications:

• 3+ years of event planning and execution experience (virtual and in person)
• Project management experience
• Advanced skills in Microsoft Suite (PowerPoint, Excel, Outlook, Teams)
• Ability to effectively partner with other teams to drive forward projects
• Exceptional written and verbal communication skills and attention to detail

Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

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

Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We’re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.

We are here to help you manage your money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.

Bring your event management skills, energy, and communication skills to the event specialist team supporting advisors in the field.