• Job Description

  Req#: 210480920

  Embark on an exciting career journey as our Affluent Events Manager, where you will strategize and execute high-profile events for affluent clients. This role offers you the opportunity to showcase your creativity, work with a diverse team, and collaborate with multiple partners. Join us and create memorable event experiences that leave a lasting impact.

  As an Affluent Events Manager in our Client Services team, you will be tasked with the development and implementation of event strategies for our affluent clientele. Your role will involve conceptualizing event ideas that align with our objectives and ensuring their flawless execution with your team for an unforgettable event experience. Collaborating with various partners, including external agencies, brand, legal, Public Relations, and social teams, will be integral to bringing your vision to fruition and providing a comprehensive event experience.

  Job responsibilities:

  • Manage one direct report with a focus on performance, support & career development – you’ll work together to build out this portfolio of events
  • Manage the event strategy – given this is a new segment, the strategy will evolve and pivot: Tasks include but are not limited to: understand business, key players and desired impact; think about broad communication & amplification plans; consider synergies across larger events team; document event plans & feel confident to present
  • Manage event planning tactics - lead planning and execution of events (in partnership with direct report): Tasks include all associated event planning tasks such as, but are not limited to, seeking business case approvals; venue research/booking; internal and external communications; invitation/registration website creation, testing and distribution; audio visual and food/beverage ordering; décor; on-site staffing and support; post-event tasks, such as reviewing survey data and supporting debriefs; all associated administrative tasks (shipping, budgeting, briefing memos, invoicing, etc.)
  • Manage oversight of select sporting/entertainment allocations – this includes PGA golf and firm-allocated tickets with hospitality to various elite events nationally; your team is responsible for managing ticket allocations and working with local leaders to utilize tickets; provide event details, etc.
  • Partner with an external events production agency – ensure strong results from agency with a focus on diligent budget spend; work with agency as an extension of your team
  • Act as the relationship manager between events & the business working closely with regional teams who host the events

  Required qualifications, capabilities, and skills:

  • 7+ years in event marketing/financial industry; experience as a people manager; experience working with event agencies
  • Experience planning and executing large-scale and smaller-scale events that are brand-relevant and flawlessly executed
  • Takes ownership & exercises strong judgment during planning period & onsite at events
  • Discretion around private client information a must
  • You are detail oriented & an organized project manager – you can get the job done because you can manage your time & keep a team on track
  • You have strong verbal and written communication skills – including knowing how to tailor communications based on audiences
  • The ability to balance strategic vs. tactical tasks and delegating to your team member accordingly
  • Staying on top of trends – you keep a pulse on the newest & most exclusive event trends and sponsorship opportunities
  • You lead by example encouraging a positive environment with a “we can figure it out” attitude
  • Microsoft Suite with a focus on strong PowerPoint skills & managing Excel data
  • A willingness to work in fast-paced environment and beyond traditional business hours if needed; ability to travel (estimated at 10%)

• About the company

  J.P. Morgan is a leader in financial services, offering solutions to clients in more than 100 countries with one of the most comprehensive global product platforms available. We have been helping our clients to do business and manage their wealth for more than 200 years. Our business has been built upon our core principle of putting our clients'​ interests first.

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