Job responsibilities:
- Manage overall event planning logistics – end to end– serve as main contact booking speakers, venues, creating menus, etc.; additional logistical tasks including the registration processes – Website Development & Maintenance; Client Communications i.e. Invites, event reporting - daily registration reports; post-event client identification # collection and analytics to understand program/engagement impacts to business goals
- Manage team operations to include budget: maintain document budgets; works with Accounts Payable to process invoices and track expenses, sourcing/contracting –submit and work through speaker/vendor contracts
- Support TPO Vendor Management –onboard & manage relationships with new/existing vendors
- Document team processes as they become solidified
- Develop and maintain a detailed events calendar for the business, in close collaboration with Chase Private Client, Business Banking & Private Bank events team
- Manage and develop event registration tools/platforms
Required qualifications, capabilities, and skills:
- 5+ years prior experience in event planning and execution, including vendor contract negotiations and processes
- Experience planning and executing large-scale and smaller-scale events that are brand-relevant and are executed at the high quality for affluent and high net worth clients
- Extensive experience running virtual events – knowledge of working with production and online companies to run virtual events
- Enjoys working with others & can build strong relationships with various partner teams; strong organizational and project management skills
- A passion for detail and an ability to think creatively is critical
- Ability to work independently as well as part of a team to ensure the needs of the group are met.
- Excellent oral and written communications skills
- Able to think and react quickly during event execution and able to work fluidly when overseeing events; discretion around private client information a must
- Willingness to work in fast-paced environment and beyond traditional business hours when necessary.
- Ability to travel (could be 60%) – usually Monday-Friday
- Strong proficiency in Excel, Word & PowerPoint
Preferred qualifications, capabilities, and skills:
- Experience in media, marketing or the Wealth Management industry