Job Description
Join a team where your creativity, precision, and passion for client experience directly shape how JPMorganChase shows up for the most dynamic companies in the market. As a member of our Client Engagement and Events Strategy team, you'll have the opportunity to build meaningful relationships, lead best-in-class programming, and grow your career at the intersection of strategy, storytelling, and execution.
As a Senior Associate on the Client Engagement and Events Strategy team at JPMorganChase within Commercial Banking's Innovation Economy group, 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. From large-scale conferences to intimate roundtable discussions, your work will directly influence how clients experience and engage with JPMorganChase. This is a high-visibility, cross-functional role that requires equal parts strategic thinking and flawless execution.
Job 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
Required qualifications, capabilities, and skills
- 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
Preferred qualifications, capabilities, and skills
- 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.
About UsWe offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. 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. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
JPMorganChase San Francisco, California, USA Office
San Francisco, CA, United States
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