Private Bank Event Planner, Senior Associate

Testing Site - JPMC; Dallas (TX); Sur place; USD 90 000 - 130 000; Plein temps

Résumé du poste

J.P. Morgan Private Bank in Dallas seeks an Events Management Senior Associate to shape regional client events from concept to execution. You will coordinate with the global events team, bankers, product partners, and senior management to deliver distinctive client experiences aligned with business goals.

You will manage budgets, vendors, and on-site staffing, while driving data management and ROI analysis across regional events. The role requires travel and flexible hours as needed.

Qualifications

• 6+ years of event management experience.
• Proficiency in Microsoft Excel, Word and PowerPoint.
• Excellent written and verbal communications skills.
• Willingness to travel and work irregular hours.
• Strong organizational skills and extreme attention to detail.

Responsabilités

• Understand business objectives and develop an event strategy that supports goals.
• Create high-touch events that align with brand standards.
• Manage events end-to-end: calendar, budgets, vendors, invoices and materials.
• Oversee onsite staffing including registration, materials, presentations/AV, speaker coordination.
• Track RSVP data and analyze ROI to improve future events.
• Monitor venues and stay updated on area trends.
• Collaborate with other JPMorganChase lines of business to share resources and cross-sell opportunities.

Connaissances

Excel

Word

PowerPoint

Communication

Travel

Description du poste

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 event strategy for the market bringing creative ideas, event concept ideation, suggested venues and proposed content to the market with considerable thought to strategic execution.

As an Events Management Senior Associate, within the Asset Management Events Team, you will report to the Head of South Private Bank Events supporting the South Region and plan/execute client events from concept through execution and evaluation.You will play a key role in the event strategy for the markets you cover, bringing creative ideas, suggested venues and proposed content to the market with considerable thought to strategic execution.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.

Job 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
• Manage events from start to finish, including maintaining the event calendar and budgets, negotiating with vendors, processing invoices, and producing event materials.
• Manage 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 in weekly regional team meetings, budget calls, and multiple banker meetings providing event updates

Required qualifications, capabilities, and skills

• A 6+ 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

Preferred qualifications, capabilities, and skills

• Prior experience in financial services