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About the Role
The Event Specialist, Senior Associate, is responsible for planning and executing development events for branch-based and office-based advisors. This role supports the strategy and execution of in-person training sessions by partnering closely with program stakeholders and members of the Advisor Development team to ensure a positive attendee experience. This role is responsible for end-to-end event logistics and the scheduling/coordination of key program milestones.
Responsibilities
- Process all incoming registration requests, escalating or resolving inquiries, as needed
- Create correspondence regarding travel logistics and travel confirmations
- Coordinate logistics for in person training (hotel and conference booking, flight scheduling, seating, audio and visual planning, finalizing materials, catering and access/badging)
- Assist team with tracking and dispositioning of participant attendance for both in person and virtual training
- Build and manage all content, event run-of-show documents, facilitator guides, and day-of checklists
- Serve as the on-site point of contact for faculty, participants, and local stakeholders, troubleshooting issues in real time
- Maintain an event calendar and ensure alignment with program timelines, capacity, and facilitator availability
- Support post-event closeout: attendance tracking, feedback collection, action items, and continuous improvement
Requirements
- 3+ years of event planning and execution experience (virtual and in person)
- Project management experience
- Ability to effectively partner with other teams to drive forward projects
Skills
- Advanced skills in Microsoft Suite (PowerPoint, Excel, Outlook, Teams)
- Exceptional written and verbal communication skills
- Attention to detail
Experience Level
- Senior Associate
Benefits
- Comprehensive health care coverage
- On-site health and wellness centers
- A retirement savings plan
- Backup childcare
- Tuition reimbursement
- Mental health support
- Financial coaching
About the Company
- Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products.
- Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do.
- We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
- Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing.
- We’re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.
- We are here to help you manage your money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.
Equal Opportunity
- We are an equal opportunity employer and place a high value on diversity and inclusion at our company.
- We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law.
- We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs.
- Equal Opportunity Employer/Disability/Veterans