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JPMorgan Chase Vice President, Senior Event Planner (Central Region) in Chicago, Illinois

Organization Description

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions with client assets of $4 trillion. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.

Employer Description

JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

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.

Equal Opportunity Employer/Disability/Veterans

Overview :

The Central Region Senior Event planner will create and execute client event activities from concept through execution and evaluation for the Central Region of J.P. Morgan's Private Bank. The planner will play a key role in the event strategy for the market bringing creative ideas, suggested venues and proposed content to the market with considerable thought to strategic execution. Planner will manage work related to any in-person or virtual event responsibilities including content development, speaker readiness, data tracking, client experience, execution, follow-up and impact.

The job demands interaction 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. The position will primarily focus on local/regional client events but will be involved in large events targeting a global client base. Planner will work on multiple event projects simultaneously, ranging from large events, to intimate roundtable dinner discussions, both in-person and virtual experiences. This high-pressure position demands strong communication skills, accuracy, long hours and travel.

The role reports to Head of Central Region Private Bank Events, who is based in Chicago.

Responsibilities include:

  • Understand business objectives and develop an event strategy that supports business goals

  • Create and execute high-touch events consistent with J.P. Morgan Private Bank brand standards

  • Conduct event management tasks from start to finish including maintaining event calendar and budgets, negotiation with vendors, invoice processing and production of event materials

  • 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

  • Coordination of 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

  • Onsite event staffing which includes speaker management, coordination with vendors, registration desk management, distribution of materials, oversight of presentations/AV needs, etc.

  • Coordination of post-event tasks such as final data management and event debrief documents

  • 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

  • Excellent oral and written communications skills, especially in high-stress situations, including the ability to communicate effectively with senior leadership

  • Ability to proactively think strategically, problem solve and offer creative and innovative solutions at a moment's notice

  • Well-versed in Chicagoland and Midwest Region venues and ability to keep a finger on the pulse of what is new in the region

Skills required:

  • A minimum of 10 years prior experience in event management related activities

  • Strong proficiency working in Microsoft Products (Excel, Word & PowerPoint)

  • Ability to master various database products (Experience working in SharePoint, Aventri or other CRM platforms is a plus)

  • Ability to work from the Chicago office full time

  • Ability to work early morning and late evening events

  • Ability to travel

  • Ability to liaise with senior leadership

  • Strategic thinker with the ability to problem solve and offer creative solutions

  • Must be able to multi-task and work under tight deadlines

  • Excellent oral and written communications skills

  • Excellent organizational skills and extreme attention to detail

  • Ability to prioritize tasks and communicate clearly amongst a variety of personalities

  • Prior experience in financial services a plus

JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

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

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