Wealth Management Event Management Associate

Every great event starts with a great planner. At JPMorganChase, we believe that meaningful client connections are built through exceptional experiences - and we're looking for a talented, detail-driven event planner to help bring those moments to life. As an Event Planner at JPMorganChase within the Wealth Management team, you will work alongside experienced event strategists to plan and execute high-caliber events for clients and prospects. You will manage multiple events simultaneously - from repeatable roadshow-style formats to one-of-a-kind networking experiences - translating business goals into thoughtfully designed, seamlessly executed events. This role offers the opportunity to own the full event lifecycle, from venue sourcing to post-event reconciliation, while collaborating with a dynamic and creative team.

Job responsibilities

• Source, evaluate, and book venues that align with the desired client experience, managing multiple events concurrently with strong organizational discipline
• Oversee all event logistics end-to-end, including contracting, menu planning, audiovisual setup, décor, branded materials, and invitation creation
• Serve as the onsite lead for events, independently managing vendors, staff, and real-time decisions to ensure flawless execution from setup through breakdown
• Coordinate with external vendors and service providers to ensure seamless delivery across all event touchpoints
• Build and manage event budgets, track expenses, and reconcile invoices with accuracy and accountability
• Develop and maintain contingency plans to proactively address potential risks such as weather disruptions or vendor challenges
• Manage guest registration and check-in processes to deliver a smooth and welcoming attendee experience
• Maintain an up-to-date repository of preferred vendors and venues to support efficient future event planning
• Support post-event logistics, including materials shipping and invoice reconciliation, to ensure clean close-out of every event

Required qualifications, capabilities, and skills

• 3 years of experience in event planning, with demonstrated ability to manage multiple events simultaneously
• Exceptional organizational and operational skills with an extreme attention to detail across all aspects of event execution
• Ability to manage competing priorities and meet tight deadlines in a fast-paced environment
• Strong interpersonal and communication skills, with the ability to work effectively across a variety of stakeholders and personalities
• Demonstrated knowledge of current event production trends and the ability to apply them creatively within brand and budget parameters
• Proficiency in Microsoft Office products, including Excel, Word, and PowerPoint

Preferred qualifications, capabilities, and skills

• Experience planning financial services, wealth management, or luxury client-facing events
• Familiarity with event management platforms or registration tools
• Experience managing vendor contracts and negotiating pricing
• Ability to travel and work flexible hours, including evenings, as required by event schedules

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. 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 offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

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. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

Equal Opportunity Employer/Disability/Veterans