US Private Bank South Event Planner, Associate

Testing Site - JPMC; Dallas (TX); On-site; USD 65,000 - 85,000; Full time

Job summary

JPMorgan Chase is seeking an Events Management Associate for the Southern Region Private Bank. The role supports the South Region events team, coordinating budgets, calendars, and on-site activities to ensure a distinctive client experience.

You will collaborate with global teams, bankers, and product partners, handling registration, materials, and data ownership for regional events and some large-scale global efforts.

Qualifications

• 2+ years in event management activities.
• Strong proficiency with Excel, Word and PowerPoint.
• Excellent oral and written communication skills.
• Ability to work early morning and late evening events and travel.
• Exceptionally organized with high attention to detail.

Responsibilities

• Understand business objectives and develop an event strategy that aligns with goals.
• Create high-touch events consistent with the JPMorgan Chase Private Bank brand.
• Support events from start to finish: calendars, budgets, invoices, and materials.
• Assist on-site staffing: registration, materials, AV, speaker coordination.
• Manage RSVP data pre/post event and perform ROI analysis.
• Think strategically and offer creative solutions to event challenges.
• Monitor venues and stay updated on regional opportunities.
• Liaise with other JPMorganChase lines to share ideas and cross-sell.

Skills

Event management

MS Office

Communication

Travel readiness

Job description

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.

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

• 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

Preferred qualifications, capabilities, and skills

• Prior experience in financial