Private Bank Event Planner, Senior Associate - Full-time

Dallas, TX, USA|Travel, Onsite

Job Overview

Employment Type

Full-time

Work Schedule

Flexible

Day Shifts

Benefits

Health Insurance

on-site health and wellness centers

retirement savings plan

backup childcare

Tuition Reimbursement

mental health support

Financial Coaching

Job Description

J.P. Morgan Chase & Co., one of the world's oldest and most respected financial institutions, has a distinguished history spanning over 200 years. Renowned for delivering innovative financial solutions, the company serves millions of consumers, small businesses, and a broad array of prominent corporate, institutional, and government clients globally. Operating under the J.P. Morgan and Chase brands, the organization is a leader in various sectors including investment banking, consumer and small business banking, commercial banking, financial transaction processing, and asset management. This longstanding legacy of financial expertise is matched by a strong dedication to diversity, inclusion, and equal opportunity in... Show More

Job Requirements

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

Job Qualifications

6+ years prior experience in event management related activities
Strong proficiency in Microsoft Excel, Word & PowerPoint
Excellent oral and written communications skills
Excellent organizational skills and extreme attention to detail
Prior experience in financial services preferred

Job Duties

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
Manage events from start to finish including maintaining the event calendar and budgets, negotiating with vendors, processing invoices, and producing event materials
Manage onsite event staffing including 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 is new in the area
Liaise with other JPMorganChase lines of business to leverage and consolidate ideas, share resources, and cross-sell event opportunities
Participate in weekly regional team meetings, budget calls, and multiple banker meetings providing event updates

Job Criteria

Experience

Expert Level (7+ years)

Job Location

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