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JPMorgan Chase CCBSI Client Engagement & Events, Vice President in Dallas, Texas

CCBSI Client Engagement &Events, Vice President; Chicago or Dallas

Commercial Banking (CB) delivers extensive industry knowledge, local expertise and seamless global capabilities to over 30,000 clients—including corporations, municipalities, financial institutions, real estate investors and owners, and not-for-profit organizations—with annual revenue generally ranging from $20 million to $2 billion. We offer a comprehensive set of financial products and services including credit, asset-based lending, real estate finance and treasury. We also provide clients with access to investment banking and asset management services. We are proud of the role we play in the success of our clients, and we are grateful every day for the confidence they place in us. Delivering world class events for our clients and prospects is a strategic priority for the CB Client Engagement and Events team.

The Corporate Client Banking & Specialized Industries (CCBSI) business within CB focuses on companies typically with revenues of over $500mm which require traditional banking services in addition to investment banking products. The Client Engagement & Events Vice President will support the engagement strategy to drive events and initiatives to help further client relationships across several regions and industries.


  • Engage with bankers, treasuryservices, and other key business partners to develop marketing and eventsstrategy for various regions and industries within CCBSI

  • Partner closely withcolleagues across the Commercial Bank, Corporate and Investment Bank (CIB)and the Private Bank (PB) in order to align on plans with target opportunities

  • Plan and execute events of various scale endto end with responsibility for engaging top targets, managing and trackingRSVPs, sourcing agendas, identifying event speakers and coordinatingonsite logistics

  • Help identify key performance indicators, andmeasure and report on the effectiveness of executed plans

  • Assist in various ad hocprojects in support of prospect/client engagement in order to supportneeds of the business

  • Across all responsibilities

  • Identifyareas for continued process improvement and enhance efficiencies bygenerating innovative ideas and solutions

  • Preparematerials to be shared internally and/or externally with clients, management,business groups and other relevant stakeholders

Key SkillsRequired:

  • Execution and organizationalskills – Well-developed organizational skills to manage multiple tasks andpriorities. Ability to quickly and effectively respond to rapidly changingbusiness needs and urgent requests. Explore innovative ways to performtasks in an efficient and timely manner. Must be proactive, detail andresults-oriented, and willing to drive change. Strong time management andfollow-up skills; flexibility, ability to prioritize requests andmulti-task.

  • Communications skills – Mustpossess strong verbal and written communications skills with ability topresent updates, requests, ideas and other communications in aprofessional, clear and concise manner. Proactively provides timelyupdates to management and others while working on projects/tasks.

  • Problem solving skills –Strong problem solving and analytical capabilities coupled with theability to identify issues, gather and manipulate data, obtain consensusand implement change. Able to outline work process in a thoughtful anddetailed manner. Intellectually curious with a genuine interest inknowledge gathering and problem solving.

  • Interpersonal skills – Speaksand acts with the appropriate level of confidence and empowerment;demonstrates professional assertion. Ability to partner with managementand actively listens to instructions, feedback and viewpoints from otherswhile proactively seeking feedback. Able to collaborate with individualsacross various LOBs to achieve goals, while proactively looking foropportunities to continue building strong internal relationships.


  • Minimum 7-8 years of relevantexperience

  • Investment/Commercial bankingor management consulting experience preferred

  • Events, business managementand/or project management experience preferred

  • Expertise in Excel andPowerPoint (PitchPro)

  • BA/BS degree is required

  • Requires some travel

JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran.