Market Leader- Advisor Development Program- Northeast Ohio

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.

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.

Job Function:

As a Market Leader for the Advisor Development Program (ADP), you will:​

• Provide regulatory supervision and oversight to advisors.

• Ensure ADP participants are meeting and achieving hurdles.

• In alignment with national program, lead training and develop activities, tools, and routines to help enable Advisor Trainee productivity.

• Personal involvement with ADP participants who require heightened support to achieve success.

• Help reinforce compliance, supervision, and provide risk management support of ADP participants and their activity for market leadership.

• Lead pipeline management routines with teams and coach on pipeline execution.

• Support client acquisition efforts by maximizing lead potential via enterprise relationships Strategy & Accountability.

• Support leaders in implementing effective performance management, including goal setting, incentive, and other reward, and recognition mechanisms.

• Accountable to support market results, while maintaining strict consistency with national programs.

• Coaching and Development: Work closely with advisor trainees, coaching for successful professional growth and development.  

• Build and manage relationships across the franchise. Coach and counsel Advisor Trainees on strategic business drivers.

• Sales Force Expansion: Support sales management in executing sale force growth plans and support effective Advisor recruiting strategies. 

• Sales Supervision: Administer superior sales supervision/practices in the market.

Responsibilities:

• Series 7 & 66 (or 7 with the 63 & 65 ), along with Series 9 & 10 (or the 4, 24, 53 combination) are REQUIRED. If Series 9 & 10 (or the 4, 24, 53 combination) are not currently held, must be obtained within 120 days. Note: Series 7 & 66 (or 7 with the 63 & 65) must already be held at the time of application.

• 5+ years of demonstrated experience with sales and building, leading, managing and coaching a team.

• Ability to attract, recruit and retain an effective sales and operations team.

• Must demonstrate excellent communication skills.

• Strong relationship building and business partnering skills. 

• Ability to interact effectively with senior management. 

• Ability to work effectively across organizational boundaries. 

• Strong influencing and leadership skills. 

• Self-motivated and proactive, with the ability to balance multiple priorities. 

• Ability to balance business and corporate perspectives. 

• Sound business judgment and acumen. 

• Proven track record of coaching and improving performance in others.

• Proven ability to drive integration across solutions and drive results through superior delivery and sales management.

• Proactively builds trusted relationships with key partners/clients.

• Ability to be a change agent and work in a fast paced environment.

• Communicates strategic business plans and tactical sales goals clearly and effectively at all levels.

• 3+ years industry experience with a leading firm.

• Travel required: Will vary depending on geography.

Shift:

Hours Per Week: