Affluent Thought Leadership Events Manager Senior Associate

Location: Columbus, OH, United States

Job Family: Events Management

About the Role

At JPMorgan Chase, we are at the forefront of redefining the future of financial services, and our Mass Affluent segment plays a pivotal role in delivering personalized banking solutions to a growing demographic of high-potential clients. As an Affluent Thought Leadership Events Manager Senior Associate, you will join our dynamic events team in Columbus, OH, where you'll have the opportunity to partner closely with JPMC's investment banking, wealth management, and marketing teams across the firm. This role is ideal for a seasoned professional passionate about creating impactful experiences that position JPMC as a thought leader in affluent client services, driving engagement and business growth in a competitive financial landscape. In this position, you will lead the planning and execution of sophisticated thought leadership events, such as executive roundtables, educational webinars, and client appreciation forums, all designed to showcase JPMC's innovative products and expert insights. You'll collaborate with internal stakeholders to develop event strategies that align with our mass affluent goals, manage budgets, and leverage data to measure success. From selecting high-caliber speakers to coordinating logistics and ensuring seamless virtual or in-person delivery, your work will directly contribute to building lasting client relationships and generating qualified leads for our advisors. We value innovation and excellence at JPMC, and this role offers exposure to cutting-edge tools in event technology while adhering to our rigorous compliance standards in the financial services industry. You'll thrive in a fast-paced environment that rewards creativity, strategic foresight, and a client-centric approach. Join us to make a meaningful impact on how affluent clients experience JPMC's world-class services, with opportunities for career advancement in one of the most influential firms in global finance.

Key Responsibilities

• Develop and execute thought leadership events tailored to mass affluent clients, including seminars, webinars, and networking forums
• Partner with JPMC's investment, wealth management, and marketing teams to align events with firm-wide strategies
• Manage all aspects of event planning, from concept ideation to post-event analysis and ROI measurement
• Coordinate with external vendors, speakers, and sponsors to ensure seamless event delivery
• Create engaging content and agendas that highlight JPMC's expertise in affluent banking solutions
• Track event performance metrics, such as attendance, engagement, and lead generation, to optimize future initiatives
• Ensure compliance with JPMC's risk management and regulatory standards for all events
• Build relationships with affluent clients and prospects to foster loyalty and business growth
• Innovate event formats to incorporate digital tools and emerging trends in financial services
• Prepare reports and presentations for senior leadership on event outcomes and strategic impact

Required Qualifications

• Bachelor's degree in Marketing, Communications, Business Administration, or a related field
• Minimum of 5 years of experience in event planning and management, preferably in the financial services industry
• Proven track record of managing high-profile events for affluent or high-net-worth clients
• Strong project management skills with the ability to handle multiple events simultaneously
• Excellent organizational and logistical coordination abilities
• Experience collaborating with cross-functional teams across a large organization
• Proficiency in event management software and tools

Preferred Qualifications

• Advanced degree or certification in event management (e.g., CMP)
• Prior experience at a major financial institution like JPMC
• Knowledge of thought leadership content in wealth management and affluent banking
• Experience with virtual and hybrid event formats
• Familiarity with CRM systems used in financial services, such as Salesforce

Required Skills

• Event planning and execution
• Project management
• Cross-functional collaboration
• Strategic thinking
• Communication (verbal and written)
• Budgeting and financial analysis
• Vendor management
• Digital marketing and social media
• Data analytics for event ROI
• Customer relationship management (CRM)
• Regulatory compliance in finance
• Creative content development
• Problem-solving under pressure
• Attention to detail
• Adaptability to hybrid event environments

Benefits

• Comprehensive health care coverage including medical, dental, and vision plans
• 401(k) Savings Plan with company matching contributions
• Generous paid time off, including vacation, sick days, and holidays
• Professional development programs and tuition reimbursement for career growth
• Employee stock purchase plan and performance-based bonuses
• Wellness programs with gym memberships and mental health support
• Parental leave and family benefits for work-life balance
• Access to JPMC's global mobility opportunities and internal networking events

JP Morgan Chase is an equal opportunity employer.