Job Abstract

The J.P. Morgan Chase Private Bank events team is seeking a Senior Event Planner for the NY & East Region playing a key role in event strategy for the market, bringing creative ideas, event concept ideation, suggested venues and proposed content to the market with considerable thought to strategic execution. The position demands interaction with colleagues on the global events team and the larger marketing group, bankers and product partners, as well as senior management. The position will primarily focus on local/regional client events but will be involved in large events targeting a global client base.

As a Vice President, Senior Event Planner you will partner with colleagues on the global events team and the larger marketing group, bankers and product partners, as well as senior management, ensuring a consistent and distinctive experience for clients which underscores our business strategies. In addition, you will work on multiple event projects simultaneously, ranging from large events, to intimate roundtable dinner discussions, both in-person and virtual experiences. You may be required to work outside of regular business hours and travel.

Job responsibilities

• Coordinate pre-event tasks such as briefing templates, production of name badges, place cards, menu cards, printed materials; seating assignments for events; packing and shipping of event supplies Coordination of post-event tasks such as final data management and event debrief documents
• Understand business objectives and develop an event strategy that supports business goals. Conduct event management tasks from start to finish including maintaining event calendar and budgets, negotiation with vendors, invoice processing, production of event materials, and onsite staffing. Onsite event staffing which includes speaker management, coordination with vendors, registration desk management, distribution of materials, oversight of presentations/AV needs, etc.
• Create and execute high-touch events consistent with J.P. Morgan Private Bank brand standards. Well-versed in New York City Metro area venues and ability to keep a finger on the pulse of what is new in the area
• Manage vendor identification and management, including securing event venues, contract audio visual companies and other associated vendors as required to execute programs; strong emphasis on data entry and management, leveraging our events management platform to track events, manage RSVPs pre-and-post event and ROI analysis
• Manage event email communications via our event management platform, including the invitation, reminders, and post-event communications
• Participate in weekly regional team meetings, budget calls, and multiple banker meetings providing event updates, where you will be positioned as the strategic event thought partner and expert; liaise with other J.P. Morgan lines of business in order to leverage and consolidate ideas, shared resources and cross sell event opportunities. Also may be asked to assist on special projects.
• Manage projects on cross line of business events leading nomination process for the Private Bank.

Required qualifications, capabilities, and skills

• 10+ years prior experience in event management related activities
• Detail-oriented and organized with a strong proficiency working in Microsoft Products (Excel, Word & PowerPoint). Ability to think strategically with the ability to problem solve and offer creative solutions at a moment’s notice
• Ability to work from the New York City office full time, working early mornings and late evening events, ability to travel is a must
• Ability to liaise with senior leadership and be able to multi-task and work under tight deadlines
• Excellent oral and written communications skills
• Ability to prioritize tasks and communicate clearly amongst a variety of personalities

Preferred qualifications, capabilities, and skills

• Prior experience in financial services
• Ability to master various database products (Experience working in SharePoint, Aventri or other CRM platforms)