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Chase · 1 month ago

Affluent Thought Leadership Events Manager Senior Associate

1111 Polaris Pkwy, Columbus, OH, 43240, US

Full-time

Onsite

Senior Level

5+ years exp

Chase is a leading global financial services firm, and they are seeking an Affluent Thought Leadership Events Manager Senior Associate to support event execution for their Wealth Management business. The role involves managing event logistics, developing marketing tactics, and ensuring client needs are met through effective event planning and execution.

BankingFinancial Services

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

Qualification

Event planningVendor contract negotiationProject managementVirtual event executionExcel proficiencyRelationship buildingCommunication skillsDiscretion with client informationDetail-orientedFast-paced environment adaptabilityCreative thinkingTeam collaboration

Required

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