US Private Bank Midwest Event Planner - Junior Associate

Testing Site - JPMC; Chicago (IL); On-site; USD 55,000 - 75,000; Full time

Job summary

Testing Site - JPMC in Chicago seeks an Events Management Junior Associate to plan and execute client events for the Midwest Private Bank, collaborating with global events and marketing teams. You will manage calendars, budgets, vendor negotiations, onsite staffing, RSVP tracking, and ROI analysis, contributing to a distinctive client experience aligned with the bank's strategy.

Strong Excel/PowerPoint skills and ability to travel are valued; the role requires Bachelor's or equivalent and 2+

Qualifications

• Excellent oral and written communications skills.
• 2+ years of experience in events, marketing, hospitality, or related field.

Responsibilities

• Understand business objectives and develop an event strategy that supports goals.
• Create high-touch events aligned with JPMorgan Private Bank brand standards.
• Support events from start to finish: calendars, budgets, vendor invoices, and materials.
• Assist onsite staffing: registration, distribution of materials, AV needs, speaker handling, vendor coordination.
• Drive data management: RSVP tracking and ROI analysis.
• Think strategically and solve problems with creative solutions.
• Monitor venues and track new developments in the area.
• Coordinate with JPMorganChase lines of business to share resources and cross-sell events.
• Prepare agendas for weekly regional team meetings and budget calls.

Skills

Communication skills

Event planning

Education

Bachelor’s degree or equivalent

Tools

Microsoft Excel

Microsoft Word

PowerPoint

Job description

Overview:

The Midwest Region Senior Event team plans, creates and executes client event activities from concept through execution and evaluation for the Midwest 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 Midwest-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 Junior Associate, within the Asset Management Events Team, you will report to the Head of Midwest Private Bank Events supporting the Midwest 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.

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


• 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

Required Qualifications, Capabilities, And Skills

• Bachelor’s degree or equivalent work experience


• 2+ years of experience in events, marketing, hospitality, or a related field


• 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


• Comfort working in a fast‑paced, high‑expectation environment; adaptable and resourceful problem solver.


• Familiarity with budget tracking, invoice processing, and vendor coordination.

Preferred Qualifications, Capabilities, And Skills

• Previous financial services experience a plus


• Knowledge of event registration systems a plus


• experience with event/CRM tools a plus