Wealth Management Event Specialist, Senior Associate

JPMorganChase; New York (NY); On-site; USD 70,000 - 90,000; Full time

Job summary

JPMorgan Chase Wealth Management is seeking an experienced Event Specialist – Senior Associate to plan and execute development events for branch-based and office-based advisors in New York. You will manage end-to-end logistics, coordinate with stakeholders, and ensure a flawless attendee experience across in-person and virtual sessions.

In this role, you will oversee calendars, travel arrangements, content and run-of-show documents, and on-site execution, partnering with the Advisor Development

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 and resolve inquiries.
• Create travel logistics and confirmations.
• Coordinate logistics for in-person training (hotel/conference booking, flight scheduling, seating, A/V, materials, catering, access/badging).
• Assist with tracking participant attendance for in-person and virtual training.
• Build and manage event content, run-of-show documents, facilitator guides, day-of checklists.
• On-site point of contact for faculty, participants, and local stakeholders; troubleshoot issues in real time.
• Maintain event calendar aligned with timelines, capacity, and facilitator availability.
• Support post-event closeout: attendance tracking, feedback, action items, continuous improvement.

Skills

Event planning

Project management

Microsoft Office

Cross-team collaboration

Communication

Tools

Microsoft Office Suite

Job description

JPMorgan Chase Wealth Management is seeking an experienced Event Specialist – Senior Associate to plan and execute development events for branch-based and office-based advisors in New York. You will manage end-to-end logistics, coordinate with stakeholders, and ensure a flawless attendee experience across in-person and virtual sessions.

In this role, you will oversee calendars, travel arrangements, content and run-of-show documents, and on-site execution, partnering with the Advisor Development