Senior Events Planner

Location: New York, NY, United States

Job Family: Events Management

About the Role

At JP Morgan Chase, we are a leading global financial services firm with a commitment to excellence in client relationships and innovative experiences. As a Senior Events Planner in our New York Client Center, you will play a pivotal role in orchestrating sophisticated events that strengthen ties with high-net-worth clients, institutional investors, and key partners. This position demands a strategic thinker who can blend creativity with the precision required in a highly regulated industry, ensuring every event reflects the firm's prestige and drives business growth. You will report to the Events Management team lead and collaborate across divisions like Wealth Management and Investment Banking to deliver impactful gatherings that showcase JP Morgan Chase's thought leadership in finance. Your core responsibilities will include end-to-end event management, from conceptualization to evaluation, with a focus on luxury client experiences such as exclusive dinners, market insight forums, and networking summits. In the fast-paced world of financial services, where trust and reputation are paramount, you will navigate complex logistics while adhering to strict compliance standards, including SEC regulations and internal risk protocols. This role offers the opportunity to innovate event formats that leverage technology, such as virtual hybrid elements, to engage global audiences and enhance client retention in competitive markets. Joining JP Morgan Chase means becoming part of a dynamic team that values diversity, professional growth, and work-life balance. We support your success through robust training, mentorship, and access to cutting-edge resources. If you thrive in high-stakes environments and have a passion for creating memorable experiences that advance financial goals, this Senior Events Planner role is your chance to contribute to one of the world's most admired firms.

Key Responsibilities

• Lead the planning and execution of client events at JP Morgan Chase's Client Center, including seminars, galas, and networking receptions
• Collaborate with internal stakeholders such as investment bankers, relationship managers, and marketing teams to align events with business objectives
• Manage event budgets, negotiate with vendors, and ensure cost-effective solutions while maintaining high standards of luxury and professionalism
• Oversee logistics including venue setup, audiovisual requirements, catering, and transportation for VIP clients
• Ensure all events comply with JP Morgan Chase's risk management and regulatory policies, including data privacy and anti-money laundering guidelines
• Develop post-event reports analyzing attendance, feedback, and ROI to inform future strategies
• Mentor junior planners and coordinate with cross-functional teams to deliver seamless experiences
• Identify innovative event formats to enhance client engagement in the competitive financial services landscape
• Handle crisis management during events to mitigate any disruptions and uphold the firm's reputation

Required Qualifications

• Bachelor's degree in Event Management, Hospitality, Business Administration, or a related field
• Minimum of 7-10 years of progressive experience in event planning, with at least 3 years in a senior or lead role
• Proven track record of managing high-profile events in a corporate or financial services environment
• Strong understanding of event budgeting, vendor management, and risk assessment in a regulated industry
• Excellent organizational skills with the ability to handle multiple projects simultaneously under tight deadlines
• Proficiency in event management software and Microsoft Office Suite

Preferred Qualifications

• Experience in the financial services sector, particularly with client-facing events for high-net-worth individuals
• Certification in event planning (e.g., CMP from Events Industry Council)
• Knowledge of compliance requirements for events in banking and investment firms
• Previous experience working with luxury venues and international vendors

Required Skills

• Event planning and coordination
• Budgeting and financial analysis
• Vendor negotiation and contract management
• Project management
• Stakeholder communication
• Risk assessment and compliance
• Creative problem-solving
• Attention to detail
• Leadership and team mentoring
• Customer service orientation
• Proficiency in event software (e.g., Cvent, Eventbrite)
• Microsoft Office Suite (Excel, PowerPoint)
• Knowledge of financial services terminology
• Multitasking under pressure
• Analytical reporting

Benefits

• Competitive base salary and performance-based annual bonus
• Comprehensive health, dental, and vision insurance plans
• 401(k) retirement savings plan with generous company match
• Paid time off including vacation, sick days, and parental leave
• Professional development opportunities and tuition reimbursement
• Employee wellness programs and gym membership discounts
• Access to JP Morgan Chase's global employee stock purchase plan
• Flexible work arrangements and hybrid options in New York

JP Morgan Chase is an equal opportunity employer.