About The Position

As a Field Programs & Enablement Lead within the Personal Advisors Business Management team at J.P. Morgan Wealth Management, you will shape how business priorities and initiatives are coordinated, communicated, and delivered across the field organization. You will connect leadership direction with clear, consistent field execution so leaders and advisors understand priorities, timing, and required actions. You will manage the integrated field engagement strategy, thematic calendar, Field Engagement Guide, and governance processes from intake and prioritization through rollout, reinforcement, and transition to business as usual. You will partner across Growth, Sales Enablement, Controls, Practice Management, and Communications to align messaging, timing, readiness, and calls to action. The role focuses on improving field engagement, streamlining communications, and strengthening coordination across business priorities.

Requirements

  • Experience in business management, field enablement, program management, communications, change management, or a related discipline.
  • Experience coordinating multiple priorities, stakeholders, timelines, and deliverables.
  • Experience translating business priorities into clear, actionable strategies or communications.
  • Experience working across functions to coordinate activities and align stakeholders.
  • Experience evaluating communication or program readiness and identifying risks, conflicts, or sequencing considerations.
  • Experience preparing communications, presentations, program materials, or related business documentation.
  • Ability to organize and manage work independently in an evolving business environment.

Nice To Haves

  • Experience developing or managing governance frameworks, communication calendars, operating rhythms, or field engagement strategies.
  • Experience partnering with senior leaders on business priorities, communications, or program execution.
  • Experience using feedback, engagement measures, or process metrics to support continuous improvement.
  • Experience supporting field-based organizations or advisor-facing programs.
  • Knowledge of Personal Advisors, wealth management, or financial services operating environments.

Responsibilities

  • Lead the integrated field engagement strategy by translating leadership and business priorities into a cohesive field narrative and maintaining annual and quarterly thematic calendars across meetings, communications, training, and reinforcement activities.
  • Manage field channels and forums by defining their purpose, audience, cadence, ownership, and appropriate use across key field touchpoints.
  • Manage the Field Engagement Guide, including standards for initiative adoption, impact levels, forum requirements, written communications, templates, timing expectations, and role clarity.
  • Manage the end-to-end field engagement process, connecting intake, prioritization, leadership alignment, approvals, field rollout, reinforcement, and transition to business as usual.
  • Review agendas, presentations, speakers, executive summaries, and field-facing materials to ensure alignment, clarity, audience relevance, appropriate sequencing, and readiness.
  • Coordinate planning across Business Management, Sales Enablement, Growth, Controls, Practice Management, and Communications to identify conflicts, address sequencing issues, and escalate decisions when appropriate.
  • Maintain an integrated communications calendar and forward-looking pipeline of key messages, launches, forums, and field requests to identify competing priorities, communication gaps, and potential field overload.
  • Develop governance standards and templates for executive summaries, call materials, agendas, communications, and initiative intake, including readiness criteria, approval paths, ownership, and deadlines.
  • Measure process health and communication effectiveness using timeliness, process adherence, engagement, field feedback, recurring questions, duplication, and completion of required actions.
  • Strengthen coordination between Personal Advisors and broader communications teams to align messaging and programming while maintaining Personal Advisors-specific priorities and business needs.

Benefits

  • Competitive total rewards package, including base salary determined based on role, experience, skill set, and location.
  • Eligible roles may receive commission-based pay and/or discretionary incentive compensation in the form of cash and/or forfeitable equity.
  • Comprehensive health care coverage.
  • On-site health and wellness centers.
  • Retirement savings plan.
  • Backup childcare.
  • Tuition reimbursement.
  • Mental health support.
  • Financial coaching.
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