Merrill Performance Coach

Back to search results Merrill Performance Coach New York, New York; New York, New York; Peachtree City, Georgia; Boston, Massachusetts; Deer Park, Illinois; Alpharetta, Georgia; Carmel, California; Mount Laurel, New Jersey; Paramus, New Jersey; Pennington, New Jersey; Toms River, New Jersey; Cincinnati, Ohio; Dallas, Texas; Charlotte, North Carolina; Los Angeles, California; Saint Helena, California; White Plains, New York; Columbia, South Carolina; Tucson, Arizona Additional locations Apply × To proceed with your application, you must be at least 18 years of age. Acknowledge × Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position. Acknowledge Refer a friend Apply × To proceed with your application, you must be at least 18 years of age. Acknowledge × Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position. Acknowledge Job Description:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy.Job Description:Act as a performance coach for Merrill Lynch Global Wealth Management assisting Financial Advisor Practices and Advisory Branch Managers and Market Leadership teams in developing and executing strategies and tactics to increase the productivity of Financial Advisors and their respective teams, and ultimately enhancing the client experience. Assist in building truly effective teams which have a tremendously positive influence on the performance of the organization, and can be a critical driver of shareholder value. The MPC will engage in research, content development, and program execution related to organization design and best practices.The Performance Coach role is responsible for coaching Financial Advisors, their teams and/or Market Leadership teams, developing strategies and tactics to increase productivity and effectiveness to enhance the client experience and ultimately drive business growth. Key responsibilities include individual and team coaching along with research, content development, and program execution. Job expectations include building and supporting high performance teams that positively influence organizational performance, consistently utilizing Practice Management Group (PMG) tools and processes, serving as a critical driver of shareholder value. Responsibilities:Deliver customized coaching/consulting to a segment of the advisor field, leveraging Merrill tools, standards, workflows, and technologies to drive advisor effectiveness and business impact. Serve as a trusted confidante, applying business and leadership acumen to understand and improve practice performance, empower responsibility and accountability, increase client acquisition efforts, and enhance client experience, delivering a defined number of coaching and consulting hours per month.Facilitate high value peer communities and teambuilding experiences, with blended learning experiences, leveraging leadership coaching processes and our proprietary Elite Growth Practice framework. Utilizing internal business performance analytics to extract data-driven insights, strengthen collaboration and elevate practice effectiveness.Partner with Market Executives to support high impact local programming supporting advisor performance while championing change and adoption of key Bank of America and Merrill strategies.Actively expand outreach to advisors prime for development by engaging PMG resources, providing education on programs, workshops, and tools that strengthen practice management disciplines and enhance the client and advisor experience.Collaborate with fellow Performance Coaches and PMG partners to support 1:1 coaching, "find a coach" requests, peer group facilitation, enterprise projects, and emerging Merrill priorities, operating with strong self-direction as part of a nationally dispersed, virtual team.Skills:Coaching Consulting Executive Presence Business Acumen Relationship Building InfluencingInclusive Leadership Conflict Management CommunicationsEmotional Intelligence Process Management Performance ManagementStrategic Thinking Drives Engagement Required Qualifications:Minimum of 10 years of coaching and consulting experienceDeep understanding of wealth management, including product knowledge, regulatory and supervisory requirements, industry trends, and firm-wide initiativesProven experience coaching senior leaders in a results-driven, sales environment required. Experience coaching Financial Advisors and/or advisor teams, preferredProven ability as a coach and accountability partner through high-impact 1:1 and group coaching engagementsStrong knowledge and experience in practice management, including:Client acquisition and retentionTeaming and organizational designPractice succession planningAdvisor productivity and census growthLeadership and practice operationsAbility to develop and execute growth strategies and tactical action plans to improve sales leadership performance and business outcomesExperience applying consulting-style approaches to improve team effectiveness, structure, and executionExperience conducting research and translating insights into practical coaching content, tools, and programsStrong interpersonal and relationship-building skills with the ability to partner effectively with senior leadership teams and/or AdvisorsAbility to influence without direct authority and drive adoption of recommended strategiesFamiliarity with goals-based wealth management, advisor team structures, and client experience modelsExperience presenting to and facilitating audiences ranging from 10 to several hundred participants, including developing related contentMust be able to travel at least 40%Must have SIE and Series 7 or must obtain within 120 daysDesired Qualifications:Experience influencing results both individually and at scaleAbility to assess advisor practices and teams, identify gaps, and recommend best practices aligned with firm strategyDemonstrated ability to build authentic relationships at all levelsExpertise conducting root cause analysis and recommending appropriate solutions, actions, or interventionsStrong communication (both written and verbal) with executive presence and ability to listen in a way that earns attention and drives impactExperience working in dynamic, fast‑paced, and evolving environmentsProven ability to manage multiple, and sometimes competing, prioritiesMinimum Education Requirement: High School Diploma / GED / Secondary School or equivalentShift:1st shift (United States of America)Hours Per Week: 40 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age. Acknowledge × Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position. Acknowledge Refer a friend Apply × To proceed with your application, you must be at least 18 years of age. Acknowledge × Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position. Acknowledge Full time JR-26015473 Manages People: No Travel: Yes, 50% of the time Age requirement: Must at least be 18 years of age. California pay and benefits information California pay range: $140,000.00 - $207,200.00 annualized salary, offers to be determined based on experience, education and skill set. Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company. Illinois pay and benefits information Illinois pay range: $140,000.00 - $207,200.00 annualized salary, offers to be determined based on experience, education and skill set. Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company. Massachusetts pay and benefits information Massachusetts pay range: $140,000.00 - $207,200.00 annualized salary, offers to be determined based on experience, education and skill set. Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company. New Jersey pay and benefits information New Jersey pay range: $140,000.00 - $207,200.00 annualized salary, offers to be determined based on experience, education and skill set. Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company. New York pay and benefits information New York pay range: $140,000.00 - $207,200.00 annualized salary, offers to be determined based on experience, education and skill set. Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company. Share: Save job Job saved