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About the Role
As a Senior Associate on the Client Engagement and Events Strategy team, you will play a central role in designing and delivering event strategy and execution across North America. You'll manage, support, and activate proprietary events and strategic partnerships that connect founders, high-growth companies, and the venture capital ecosystem with the firm. Your work will directly influence how clients experience and engage with JPMorganChase.
Responsibilities
- Serve as the lead event strategist for a select portfolio of Innovation Economy client engagement events and sponsorships, supporting founders, high-growth clients, and the venture capital ecosystem
- Partner with business stakeholders across the Innovation Economy team to manage the full event lifecycle—including agenda development, content strategy, speaker selection and preparation, competitive research, and on-site execution
- Drive regular planning sessions with business leads, manage ongoing check-in cadences, and maintain budget oversight across the event portfolio
- Own invitation strategy and attendee communications end-to-end, including creation, testing, distribution, and follow-up outreach
- Collaborate closely with the Event Production team on logistical execution of best-in-class programs, occasionally managing production workstreams and vendor relationships directly
- Build and maintain project plans, operational documents, and collateral materials from kickoff through closeout
- Maintain accurate attendee and registration data across customer relationship management and registration platforms; analyze attendance trends and engagement metrics to continuously optimize event strategy
- Track budgets, invoices, approvals, and payments with clean documentation and up-to-date budget actuals
- Prepare hosts and speakers with clear, well-coordinated briefs to ensure differentiated, high-signal content delivery
- Lead post-event debriefs, oversee scorecard completion, and produce clear reporting and retention documentation to capture key takeaways and return on investment
- Contribute to annual planning with a focus on innovative formats, differentiated content, and cross-team collaboration across the broader Commercial Banking events strategy team
Requirements
- Formal training or certification on Client Engagement and Events Strategy concepts and 5+ years applied experience
- Bachelor's degree required
- 5 years of experience in event or sponsorship management; background in marketing, communications, business development, or public relations, as is experience working with founders, investors, startups, or high-growth companies
- Exceptional executive presence—consistently polished, professional, and effective with colleagues and stakeholders at all levels, with the ability to build trust, influence outcomes, and represent the firm in high-visibility, client-facing environments
- Excellent written and verbal communication skills with strong attention to detail and organizational discipline
- Strong sense of personal accountability, professionalism, integrity, and sound judgment in navigating sensitive situations
- Demonstrated ability to manage multiple workstreams simultaneously, adapt to shifting priorities, and execute under tight deadlines
- Willingness to support off-hours execution and travel as needed (approximately 20–25%), with higher volume during peak seasons
- Advanced proficiency in Microsoft Excel, Word, and PowerPoint, with hands-on experience using customer relationship management and event registration/RSVP platforms
- Prior experience in financial services or working alongside financial institutions
- Familiarity with the Innovation Economy ecosystem, including venture capital, startups, or high-growth technology companies
- Experience with Stova or comparable event management platforms
- Demonstrated ability to tailor event strategies and engagement approaches to distinct client segments and industries
- Track record of producing measurable return on investment analyses and post-event reporting that inform future programming decisions
- This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorgan Chase’s review of criminal conviction history, including pretrial diversions or program entries.
Skills
- Client Engagement and Events Strategy
- Event strategy and execution
- Microsoft Excel
- Microsoft Word
- Microsoft PowerPoint
- Customer relationship management platforms
- Event registration/RSVP platforms
- Stova or comparable event management platforms
Location
- North America
Work Type
- Full-time
Experience Level
- Senior Associate
- 5+ years
Education Level
- Bachelor's degree
Benefits
- Comprehensive health care coverage
- On-site health and wellness centers
- Retirement savings plan
- Backup childcare
- Tuition reimbursement
- Mental health support
- Financial coaching
About the Company
- JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands.
- Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
- J.P. Morgan’s Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries.
- The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.
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.
- JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans