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 DescriptionMerrill 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.Merrills 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 DescriptionAct 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 andor 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. ResponsibilitiesDeliver customized coachingconsulting 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 11 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.SkillsCoaching Consulting Executive Presence Business Acumen Relationship Building InfluencingInclusive Leadership Conflict Management CommunicationsEmotional Intelligence Process Management Performance ManagementStrategic Thinking Drives Engagement Required QualificationsMinimum 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 andor advisor teams preferredProven ability as a coach and accountability partner through high-impact 11 and group coaching engagementsStrong knowledge and experience in practice management includingClient 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 andor 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 40Must have SIE and Series 7 or must obtain within 120 daysDesired QualificationsExperience 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 equivalentShift1st shift United States of AmericaHours 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 140000.00 - 207200.00 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 andor group and the overall success of the Company. Benefits This role is currently benefits eligible. We provide industry-leading benefits access to paid time off resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve Illinois pay and benefits information Illinois pay range 140000.00 - 207200.00 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 andor group and the overall success of the Company. Benefits This role is currently benefits eligible. We provide industry-leading benefits access to paid time off resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve Massachusetts pay and benefits information Massachusetts pay range 140000.00 - 207200.00 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 andor group and the overall success of the Company. Benefits This role is currently benefits eligible. We provide industry-leading benefits access to paid time off resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve New Jersey pay and benefits information New Jersey pay range 140000.00 - 207200.00 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 andor group and the overall success of the Company. Benefits This role is currently benefits eligible. We provide industry-leading benefits access to paid time off resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve New York pay and benefits information New York pay range 140000.00 - 207200.00 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 andor group and the overall success of the Company. Benefits This role is currently benefits eligible. We provide industry-leading benefits access to paid time off resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve Share Save job Job saved