Job Description ROLE : J.P. Morgan Wealth Management Inclusive Investing Events Marketing Associate
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. The combined business has ~$400 billion in Assets under Management and ~4,000 advisors who work out of 3,500 branches and 21 offices.
Position overview
We are seeking an a responsible, enthusiastic and ambitious events Associate to join the J.P. Morgan Wealth Management inclusive investing marketing team to help us become the firm of choice and serve more underrepresented segments such as Female, Black and LatinX clients.
The position provides a unique opportunity to partner closely with JPMC teams across the firm as well as departments within the business . The role will report into the Inclusive Investing Senior Events Manager and be part of the J.P. Morgan Wealth Management marketing organization
This individual will assist on event planning needs across all Inclusive Investing events & sponsorships with the opportunity to also manage small activations independently.
The Associate must be willing to travel and provide onsite event management and support .
Responsibilities

• Deeply committed to and passionate about Diversity and Inclusion. Personally understands the needs of these segments and helps the events team bring relevancy and authenticity to life in related event marketing and programs.
• Lead overall event planning logistics - acts as event coordinator & manages multiple venue relationships, at the same time¸ including but not limited to:
  • Booking & contracting venues
  • Managing AV orders & needs
  • Room design & set-up needs
  • Menu development
  • Host pre-conference calls
  • Manage budget

• Own & Manage Event Registration Processes
  • Build and design registration websites with the Global Event Management team (or future platforms as needed)
  • Maintain sites & update as needed with speaker bios, agendas, etc. - must stay on top of the event program
  • Consider client experience of emails to communicate all necessary details
  • Include digital marketing opportunities by including tagged links for appropriate resources
  • Report on daily attendance numbers to ensure accurate headcount

• Team Operations
  • Budget: maintain document budgets; works with Accounts Payable to process invoices and track expenses
  • Sourcing/Contracting - works with Senior Events Manager to submit and work through speaker/vendor contracts
  • TPO Vendor Management - works with Senior Events Manager to 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 & Private Bank events team

• Ad-Hoc
  • Assists on additional event work streams as assigned by Senior Events Manager i.e. managing a subset of speakers or creative development
  • Independently manage smaller event activations as they may come up

Qualifications:

• Basic event planning experience & execution, ideally at a financial firm
• Excellent organizational and project management skills with an eye for detail & creativity
• Enjoys working with others & can build strong relationships with various partner teams
• 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%)
• Strong proficiency in Excel, Word & PowerPoint
• Experience in media, marketing or the Wealth Management industry are all pluses

About Us Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.
The health and safety of our colleagues, candidates, clients and communities has been a top priority in light of the COVID-19 pandemic. JPMorgan Chase was awarded the "WELL Health-Safety Rating" for all of our 6,200 locations globally based on our operational policies, maintenance protocols, stakeholder engagement and emergency plans to address a post-COVID-19 environment.
As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce. Employees are expected to follow the Firm's current COVID-19 or other infectious disease health and safety requirements, including local requirements. Requirements include sharing information including your vaccine card in the firm's vaccine record tool, and may include mask wearing. Requirements may change in the future with the evolving public health landscape. JPMorgan Chase will consider accommodation requests as required by applicable law.
Equal Opportunity Employer/Disability/Veterans
About the Team Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions - all while ranking first in customer satisfaction.