As a JPMorgan Financial Center Event Strategy Lead within Consumer Bank Marketing, you will develop strategies and oversee the execution of 30 JPM Financial Centers' grand openings throughout the U.S. over a 1-year period. You will also run smaller events in the JPMorgan Financial Centers, averaging 4 events per year per center.
Job responsibilities
- Interact with the Banking & Wealth Teams to learn and understand their market needs.
- Arrange weekly meetings with the Market and Communications teams to develop JPM FC grand opening events.
- Manage budgets, present business cases for approval, and process invoices for all events.
- Work with JPM Financial Center teams to select dates and locations for all events, considering potential conflicts.
- Find and evaluate event spaces and determine any additional items needed (chairs, tables, tablecloths, etc.).
- Create invitations for advisors/bankers to invite clients.
- Ship all materials before and after events.
- Handle all registration of attendees before and after the event.
- Keep a detailed calendar of all JPM Financial Center events.
- Compile post-event analysis of all attendees, including type of clients, ROI, new clients, etc.
- Work with the Communications team on follow-up thank you emails for advisors and bankers.
Required qualifications, capabilities, and skills
- 5+ years of event strategy and marketing experience.
- Attention to detail, organized, and ability to travel 80% of the time.
- Proficient in Excel with expertise in Pivot Tables, Word, and PowerPoint – able to create detailed presentations, and zKipster.
- Understand the Affluent Market.
- Travel a day in advance of all events and be onsite at all events from start to finish.
Preferred qualifications, capabilities, and skills