JPMorganChase · 1 month ago
Affluent Thought Leadership Events Manager Senior Associate
1111 Polaris Pkwy, Columbus, OH, 43240, US
Full-time
Onsite
Senior Level
5+ years expJPMorgan Chase & Co. is a leading global financial services firm with a focus on helping investors achieve their long-term financial goals. The Affluent Thought Leadership Events Manager Senior Associate will support event execution for the Wealth Management business, focusing on managing logistics and developing event marketing tactics for the mass affluent audience.
Asset ManagementBankingFinancial 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
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
Preferred
Experience in media, marketing or the Wealth Management industry
Company
JPMorganChase
With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions—carrying forth the innovative spirit of our heritage firms in global operations across 100 markets.
10001+ employees
H1B Sponsorship
JPMorganChase has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3471)
2024 (3469)
2023 (3395)
2022 (3594)
2021 (2515)
2020 (2495)
Funding
Current Stage
Public CompanyTotal Funding
unknown1998-02-01IPO
Leadership Team
Allison Beer
CEO of Card Services and Connected Commerce
Dan Mendelson
CEO, Morgan Health
Recent News
2026-01-17
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2026-01-13
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