J.P. Morgan Wealth Advisors

Compensation

Full Description

JOB DESCRIPTION JPMorgan Chase & Co. is a leading global financial services firm with assets of more than $2.7 trillion, over 240,000 employees and operations in over 60 countries, It operates across four business segments including Asset & Wealth Management, Corporate and Investment Banking, Commercial Banking and Consumer and Community Banking. The J.P. Morgan Wealth Management business is focused on helping investors achieve their long-term financial goals and comprised of the Chase wealth management business, J.P. Morgan Securities and our digital investing platform. As a Affluent Thought Leadership Events Manager Senior Associate within the Wealth Management business you will support event execution for the J.P. Morgan Wealth Management business – specifically our mass affluent audience. In the role you will focus on understanding overall Wealth Management goals and objectives, and you will develop event marketing tactics to lead consideration for JPMorgan. In addition you will focus on event execution, managing event logistics (operational/tactical). In this role, you will report into and partner closely with Mass Affluent events manager along with the retail bank and regional sales leadership to ensure we are meeting the needs of client and prospects to JPMorgan Wealth Management. Job responsibilities • Manage overall event planning logistics – end to end– serve as main contact booking speakers, venues, creating menus, etc.; additional logistical tasks include: • Manage registration processes – Website Development & Maintenance; Client Communications i.e. Invites • Manage event reporting - Daily Registration Reports; Post-Event client identification # Collection • Manage analytics to understand program/engagement impacts to business goals • Manage budget: maintain document budgets; works with Accounts Payable to process invoices and track expenses • Support sourcing/contracting –submit and work through speaker/vendor contracts • Support vendor management –onboard & manage relationships with new/existing vendors • Document team processes as they become solidified • Develop and maintain a detailed events calendar for the business, in close collaboration with Chase Private Client, Business Banking & Private Bank events team • Manage and develop event registration tools/platforms Required qualifications, capabilities, and skills: • 5+ years prior experience in event planning and execution, including vendor contract negotiations and processes • Experience planning and executing large-scale and smaller-scale events that are brand-relevant and are executed at the high quality for affluent and high net worth clients; extensive experience running virtual events – knowledge of working with production and online companies to run virtual events • Enjoys working with others & can build strong relationships with various partner teams • Strong organizational and project management skills; a passion for detail and an ability to think creatively is critical • Ability to work independently as well as part of a team to ensure the needs of the group are met. • Excellent oral and written communications skills • Discretion around private client information a must • Able to think and react quickly during event execution; able to work fluidly when overseeing events • Willingness to work in fast-paced environment and beyond traditional business hours when necessary. • Ability to travel (could be 60%) – usually Monday-Friday • Strong proficiency in Excel, Word & PowerPoint Preferred qualifications, capabilities, and skills: • Experience in media, marketing or the Wealth Management industry