Senior Associate, Events Management

JPMorgan Chase & Co.; San Francisco (CA); On-site; USD 120,000 - 160,000; Full time

Job summary

JPMorgan Chase & Co. in San Francisco is seeking a Senior Associate to design and deliver event strategy for the Innovation Economy within Commercial Banking.

You will manage relationships with founders, high-growth clients, and venture partners, shaping programs from large conferences to intimate roundtables across North America. The role requires strategic thinking and flawless execution, with travel ~20–25%.

Qualifications

• Formal training or certification on Client Engagement and Events Strategy concepts with 5+ years of experience.
• Bachelor's degree required.
• 5 years of event or sponsorship management; experience with founders, investors, startups, or high-growth companies.
• Excellent executive presence and professional communication.

Responsibilities

• Lead event strategy for a portfolio of Innovation Economy events and sponsorships.
• Manage full lifecycle: agenda, content strategy, speaker prep, research, and on-site execution.
• Oversee budgets, check-ins, and cross-functional planning across events.
• Own invitations and attendee communications end-to-end.
• Coordinate with Event Production for logistics and vendor management.
• Prepare briefs for hosts/speakers and drive post-event analysis.

Skills

Client engagement

Event strategy

Budget management

Stakeholder management

Communication

Education

Bachelor's degree

Tools

Excel

Word

PowerPoint

CRM platforms

Event registration platforms

Job description

Job Description

Join a team where your creativity, precision, and passion for client experience directly shape how JPMorganChase shows up for the most dynamic companies in the market. As a member of our Client Engagement and Events Strategy team, you'll have the opportunity to build meaningful relationships, lead best-in-class programming, and grow your career at the intersection of strategy, storytelling, and execution.

As a Senior Associate on the Client Engagement and Events Strategy team at JPMorganChase within Commercial Banking's Innovation Economy group, you will play a central role in designing and delivering event strategy and execution across North America. You'll manage, support, and activate proprietary events and strategic partnerships that connect founders, high-growth companies, and the venture capital ecosystem with the firm. From large-scale conferences to intimate roundtable discussions, your work will directly influence how clients experience and engage with JPMorganChase. This is a high-visibility, cross-functional role that requires equal parts strategic thinking and flawless execution.

Job responsibilities

• Serve as the 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 business stakeholders across the Innovation Economy team 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 closely with the Event Production team on logistical execution of best-in-class programs, occasionally managing 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; analyze attendance trends and engagement metrics to continuously optimize event strategy
• Track budgets, invoices, approvals, and payments with clean documentation and up-to-date budget actuals
• Prepare hosts and speakers with clear, well-coordinated briefs to ensure differentiated, high-signal content delivery
• Lead post-event debriefs, oversee scorecard completion, and produce clear reporting and retention documentation to capture key takeaways and return on investment
• Contribute to annual planning with a focus on innovative formats, differentiated content, and cross-team collaboration across the broader Commercial Banking events strategy team

Required qualifications, capabilities, and skills

• Formal training or certification on Client Engagement and Events Strategy concepts and 5+ years applied experience
• Bachelor's degree required
• 5 years of experience in event or sponsorship management; background in marketing, communications, business development, or public relations , as is experience working with founders, investors, startups, or high-growth companies
• Exceptional executive presence—consistently polished, professional, and effective with colleagues and stakeholders at all levels, with the ability to build trust, influence outcomes, and represent the firm in high-visibility, client-facing environments
• Excellent written and verbal communication skills with strong attention to detail and organizational discipline
• Strong sense of personal accountability, professionalism, integrity, and sound judgment in navigating sensitive situations
• Demonstrated ability to manage multiple workstreams simultaneously, 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

Preferred qualifications, capabilities, and skills

• 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
• Demonstrated 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

This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorgan Chase’s review of criminal conviction history, including pretrial diversions or program entries.