Wealth Management Event Lead, Senior Associate

JPMorgan Chase; New York (NY); On-site; USD 65,000 - 85,000; Full time

Job summary

JPM Wealth Management in New York seeks an Event Specialist, Senior Associate, to plan and execute development events for branch-based and office-based advisors. You will manage end-to-end logistics and partner with the Advisor Development team to ensure a strong attendee experience.

The role requires 3+ years in event planning, strong MS Office skills, and the ability to coordinate travel, venues, and on-site support.

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, catering and 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 skills

Team collaboration

Job description

JPM Wealth Management in New York seeks an Event Specialist, Senior Associate, to plan and execute development events for branch-based and office-based advisors. You will manage end-to-end logistics and partner with the Advisor Development team to ensure a strong attendee experience.

The role requires 3+ years in event planning, strong MS Office skills, and the ability to coordinate travel, venues, and on-site support.