U.S. Private Bank - Event Planner, Client Center Associate

Location: San Francisco, CA, United States

Job Family: Events Management

About the Role

At J.P. Morgan Private Bank, we are a global leader in wealth management, serving ultra-high-net-worth individuals and families with personalized financial solutions. As an Event Planner and Client Center Associate in our San Francisco office, you will play a pivotal role in enhancing client experiences through meticulously planned events that foster trust and long-term relationships. This position is ideal for a detail-oriented professional passionate about luxury hospitality and the financial services industry, where you'll support our dynamic team in delivering exceptional value to clients in the Bay Area's affluent community. Your primary focus will be on conceptualizing and executing a range of events, from intimate client dinners to large-scale educational seminars on topics like estate planning and investment strategies. Working closely with Private Bank advisors, you'll ensure events align with our clients' sophisticated needs while adhering to J.P. Morgan's rigorous standards for privacy, compliance, and excellence. You'll manage all aspects of event logistics, from venue selection in iconic San Francisco locations to coordinating with top-tier vendors, all while tracking outcomes to drive client engagement and business growth in a competitive wealth management landscape. This role offers the opportunity to thrive in a collaborative, client-centric environment at one of the world's most respected financial institutions. You'll contribute to J.P. Morgan's commitment to innovation in private banking by creating memorable experiences that differentiate us from competitors. If you have a flair for events and a keen understanding of high-net-worth client dynamics, join us to help shape the future of wealth management in the U.S. Private Bank.

Key Responsibilities

• Plan, coordinate, and execute client events at the J.P. Morgan Private Bank Client Center in San Francisco, including seminars, receptions, and personalized experiences for high-net-worth individuals
• Collaborate with Private Bank advisors to align events with client needs, such as wealth management workshops or exclusive networking opportunities
• Manage event budgets, vendor relationships, and logistics to ensure seamless execution while adhering to J.P. Morgan's compliance and risk standards
• Develop creative event concepts that enhance client engagement and loyalty in the competitive private banking sector
• Handle on-site event coordination, including setup, guest management, and troubleshooting to deliver exceptional experiences
• Track event performance metrics, such as attendance, feedback, and ROI, to refine future initiatives and support business development goals
• Ensure all events comply with financial industry regulations, including data privacy under SEC guidelines and anti-money laundering protocols
• Liaise with internal teams, including marketing, legal, and facilities, to integrate events with broader J.P. Morgan Private Bank strategies
• Maintain detailed records of client preferences and event histories to personalize future interactions
• Support ad-hoc client requests for custom experiences, such as private dinners or cultural outings in the Bay Area

Required Qualifications

• Bachelor's degree in Event Management, Hospitality, Business Administration, or a related field
• Minimum of 3-5 years of experience in event planning, preferably in a high-end hospitality, luxury retail, or financial services environment
• Proven track record of managing events for high-net-worth individuals or corporate clients
• Strong organizational skills with the ability to handle multiple projects simultaneously under tight deadlines
• Excellent communication and interpersonal skills to liaise with clients, vendors, and internal teams
• Proficiency in event management software and Microsoft Office Suite
• Ability to maintain confidentiality and handle sensitive client information in a financial services context

Preferred Qualifications

• Experience in the financial services industry, particularly with private banking or wealth management clients
• Certification in event planning (e.g., CMP from Events Industry Council)
• Knowledge of San Francisco's event venues, vendors, and local regulations
• Bilingual skills, especially in Mandarin or Cantonese, to support diverse client base
• Previous experience working with luxury brands or high-profile events

Required Skills

• Event planning and coordination
• Budget management and financial oversight
• Vendor negotiation and contract management
• Client relationship building
• Project management
• Attention to detail
• Problem-solving under pressure
• Creativity in event design
• Knowledge of financial services compliance
• Proficiency in CRM systems like Salesforce
• Microsoft Office Suite (Excel, PowerPoint, Outlook)
• Event management tools (e.g., Cvent or Eventbrite)
• Strong written and verbal communication
• Cultural sensitivity for diverse high-net-worth clients
• Time management and multitasking

Benefits

• Competitive base salary with performance-based bonuses and incentives
• Comprehensive health, dental, and vision insurance plans
• 401(k) retirement savings plan with generous company matching contributions
• Paid time off, including vacation, sick days, and parental leave
• Professional development opportunities through J.P. Morgan's internal training programs and tuition reimbursement
• Employee stock purchase plan and access to financial wellness resources
• Wellness programs, including gym memberships and mental health support
• Commuter benefits and flexible work arrangements where applicable

JP Morgan Chase is an equal opportunity employer.