This role will be responsible for leading the strategic planning and execution of corporate and expert access events for institutional investor and corporate client partners. In this role, you will collaborate with research, sales, banking, and events teams to align event strategies with business objectives, optimize client engagement, and drive revenue growth. 

 

Job Responsibilities:

Develop and implement strategic event plans that enhance client relationships and promote J.P. Morgan's brand. Partner with JPMorgan event hosts/sponsors to define objectives, requirements, and budgets, ensuring alignment with business goals. Research and select venues, negotiate high-value contracts, and manage strategic relationships with vendors. Develop and oversee event budgets, ensuring cost-effectiveness and adherence to financial constraints, while optimizing resource allocation. Direct communications with corporate and investor clients to organize investor meetings, ensuring high-level engagement and satisfaction. Manage all logistics associated with events, including compliance approval, transportation, catering, audiovisual equipment, and other necessary services. Collaborate with company management teams, research, and institutional sales to design and execute innovative corporate access events. Strategically market Corporate Access events internally to research sales and sales trading, driving participation and engagement. Work closely with research sales and sales trading to monetize Corporate Access events, identifying opportunities for revenue generation. Conduct post-event evaluations to gather feedback, assess success, and implement strategic improvements for future events. Ensure all events adhere to J.P. Morgan's legal, compliance, and expense policies, maintaining the highest standards of integrity. Provide on-site support during events to ensure seamless execution and address client inquiries and requests.

Required Qualifications, Capabilities, and Skills:

Substantial experience in meeting management at an investment bank, with a proven track record of strategic planning. Strong front office experience and knowledge across markets business Exceptional communication skills, both verbal and written, with the ability to engage and influence partners and stakeholders. Thrive in a fast-paced environment of real-time market pressures, with a focus on strategic client engagement. Proficiency in Microsoft Excel, PowerPoint and the ability to leverage technology for strategic planning. Demonstrate excellent judgment and decision-making skills, with a focus on strategic outcomes. Strong interpersonal skills, with the ability to listen and communicate in a direct, succinct manner. Experience with virtual and hybrid event planning, with the ability to innovate and adapt to changing environments.

Preferred Qualifications, Capabilities, and Skills:

Experience with event management platforms such as BTS, with the ability to leverage technology for strategic advantage. Ability to travel as needed for site visits and event execution, with a focus on strategic client engagement. Flexibility to work evenings and weekends as required by event calendar, with a commitment to strategic outcomes.