Join the team - As a One Chase Branch Event Strategy Manager within Consumer Banking, you will lead the strategy, development and execution of the Branch-Hosted Client Events Program, an annual series of high-impact experiences designed to deepen client relationships, engage priority prospects and reinforce the branch as a trusted destination for guidance and community connection.
This role will translate business priorities into a cohesive event portfolio, mobilize key partners across the firm and ensure each program delivers a consistent, differentiated client experience with measurable relationship outcomes.
Job Responsibilities:
- Set the strategy: Establish the program vision, annual roadmap, priority audiences, event themes and success measures in alignment with Consumer Banking and firmwide objectives.
- Build the event portfolio: Develop and manage a calendar of at least six annual programs, balancing national consistency with local relevance and timely business, financial wellness, cybersecurity and community topics.
- Lead end-to-end execution: Partner with CCB events team to develop event concepts, agendas, speakers, formats, venues, livestream or hybrid delivery, communications, guest experience, budgets, risk reviews and post-event follow-up.
- Build a scalable invitation system: Work with technology, Consumer Banking and CCB events team to build a scalable invitation platform that can be used by branches to invite clients, customers, and prospects.
- Secure partner support: Build strong relationships with senior leaders and partners across the branch network, communications, marketing, events, digital, legal, compliance, controls, community, wealth management and business banking to align priorities, clarify roles and secure resources.
- Engage markets and branches: Create a scalable operating model, toolkits and planning cadence that enable local teams to identify audiences, host effectively and convert events into meaningful client conversations.
- Develop content and talent: Identify compelling speakers and moderators, shape audience-relevant programming and prepare leaders with briefs, talking points and other event materials.
- Drive governance and accountability: Establish clear decision rights, milestones, issue escalation and reporting across multiple concurrent events and stakeholder groups.
- Measure and improve performance: Track registrations, attendance, audience mix, satisfaction, follow-up activity, referrals and relationship outcomes; use insights to improve future programming and demonstrate impact.
Required qualifications, capabilities, and skills:
- Significant experience in strategy, integrated communications, experiential marketing, client engagement, event programming or a related field.
- Demonstrated ability to translate broad business objectives into executable plans and deliver complex, high-visibility initiatives.
- Strong executive presence and influence, with a record of building alignment and securing support across senior, cross-functional stakeholders.
- Excellent judgment, writing, presentation and facilitation skills, with the ability to simplify complex topics for varied audiences.
- Highly organized and comfortable managing multiple workstreams, deadlines, budgets and dependencies in a fast-paced environment.
- Data-oriented approach to defining success, evaluating outcomes and continuously improving the client experience.
- LEADERSHIP ATTRIBUTES: Strategic and entrepreneurial; collaborative and persuasive; client-focused; disciplined in execution; comfortable operating through ambiguity; and able to connect enterprise priorities with practical, market-level delivery.
- MEASURES OF SUCCESS: A clear annual strategy and event calendar supported by key partners and market leaders.
- Consistent delivery of high-quality programs on time, within budget and in accordance with risk and control requirements.
- Strong participation from priority audiences and positive feedback from clients, branches and partners.
- Measurable follow-up activity and relationship outcomes within 30–90 days of each event. A repeatable model that can scale across markets while preserving local relevance and a differentiated client experience.
Preferred qualifications, capabilities, and skills:
- Knowledge of financial services, branch operations, risk and controls, or client relationship management preferred.