Events Management Senior Associate
3 weeks ago
Senior Associate, Commercial Banking Event StrategyJ. P. Morgan's Innovation Economy team serves startups and venture-backed high-growth companies, founders and venture capital firms across the globe in industries like technology, fintech, disruptive commerce and internet, life sciences, climate tech and health tech.
The firm provides deep industry expertise, local support, comprehensive solutions and services and a robust network of investors and partners to meet clients' commercial, investment and private banking needs. As a Senior Associate on the Commercial Banking event strategy team, you will have the opportunity to manage, support and activate complex events and strategic partnerships across multiple Innovation Economy segments. Responsibilities include managing multiple projects with a focus on data analysis, event management, content development, while collaborating with internal and external stakeholders to deliver meaningful brand awareness and impactful experiences that enhance business growth for clients, prospects, partners and the firm.
Job responsibilities
Serve as strategy lead for select initiatives, acting as quarterback in executing strategic client engagement programming-including regular planning with business leads, driving ongoing check-in calls, budget management, and oversight of both proprietary events and sponsorships. Develop and demonstrate a deep understanding of the unique segments and industries within the Innovation Economy, tailoring approaches to each team and initiative.
Assist strategy managers across the Innovation Economy team on the full slate of strategic client engagement programming throughout the event lifecycle, including developing differentiated agendas and content, project management, competitive research, supporting speaker selection and preparation, event recaps, ROI analysis, client stories, and providing on-site support as needed. Collaborate with the Event Production team to lead the development and logistical execution of best-in-class event and sponsorship programming.
Provide hands-on support for events, including logistics, attendee management, and on-site execution. Collect, clean, and validate event-related data from multiple sources to ensure accuracy and actionable insights.
Manage and maintain up-to-date budgets for all programs, secure required approvals, document variances, and process payments and invoices. Analyze RSVP trends, attendance, and engagement metrics to inform and optimize event strategy.
Participate in annual planning with an emphasis on innovative formats and differentiated content. Oversee the completion of scorecards for each program to capture and communicate key takeaways and ROI.
Manage various ad hoc projects and events in support of client and prospect engagement, proactively supporting cross-team projects for the broader Commercial Banking event strategy team. Required qualifications, capabilities and skills:5+ years or work experience in event/sponsorship management, marketing or communications; banking or financial servicesRequires travel (~20% of time) and off-hours event execution, including higher volume during busy seasonsDemonstrates exceptional executive presence and professionalism when interacting with senior leaders and clients; able to build trust and collaborate effectively with stakeholders at all levelsStrong sense of time management, prioritization and ability to execute against deliverables with attention to detail in a fast-paced environmentStrong interpersonal skills; demonstrated track record of thriving in fast-paced, matrixed environment with minimal supervision.
Team player that is self-motivated, entrepreneurial, effective under pressure and flexible (able to adapt to changing priorities). Excellent relationship management skills - ability to influence and interact with senior executives and business leaders.
Go-getter attitude, ready to contribute to a variety of projects, events and sponsorshipsExcellent written and verbal communications skills and p roven ability to operate independently and drive success with minimal guidanceExcellent communication skills - both written and verbal required, including the ability to translate data-driven insights and measurement into actionable next steps. Strong desire to creatively problem solve; proven ability to navigate/analyze complex data.
Also, Proven ability to operate with a sense of personal accountability; strong work ethic; self-starter; high level of professionalism and integrity. Excellent/advanced Microsoft Excel, Word, PowerPoint.
Preferred qualifications, capabilities and skills:Financial services/Commercial banking; management consulting; or platform experienceExperience managing event and sponsorships for founders, investors, startups and high-growth companiesMarketing, Brand, Sales Support, Communications, Public Relations experience helpfulBase Pay/Salary San Francisco,CA $83,600.00 - $120,000.00 / year
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