Merrill Performance Coach

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 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 Practice Management Group (PMG) for Merrill Lynch Wealth Management (MLWM) assists in the development and implementation of strategies and tactics to increase the capacity and growth of Financial Advisory Practices.  The Merrill Performance Coach (MPC) works with Financial Advisors (FAs), Advisor Trainees, and Field Leadership to help strengthen Client Acquisition, Advisor Census, Teaming Facilitation, Practice Succession, and the Client Experience.  The MPC engages in activities such as 1:1 and peer group coaching, research, content development, and program execution to facilitate effective team building and performance improvement.  The MPC serves as a coach and accountability partner for advisors and their teams through high-impact coaching and delivery of consulting resources covering a comprehensive menu of topics.   The MPC will assist advisors and their teams with learning and developing action steps to implement the Elite Growth Practice blueprint model into their practices.

Key Responsibilities:

Primary responsibilities include, but are not limited to, the following:

• Responsible for a segment of the advisor field around coaching/consulting with impact measures around market share engagement and coaching hours

• Responsible for follow up and action around daily find a coach requests

• Promotion and education of the PMG Find a Coach, programs, workshops and through goals based coaching subscription services

• Facilitation of multiple peer communities based on an advisor’s practice size and/or themes

• Working with Market Executives to support high impact local programming to support advisor performance, client acquisition and drive results

• Proactive Outreach to portion of the field not engaged with PMG.

• Support and partnership with the Performance Coaches within PMG in 1:1 coaching and peer group coaching facilitation

• Ensuring responsible team formation and facilitating team building events for FAs.

• Stand and Deliver presentations at conferences, onsites and internal meetings

• Contributing to projects and programs, as well as execution plans related to PMG goals

• Operating in a self-directed manner as a member of a nationally dispersed, virtually based team

Key Skills and Experience Required: 

• Five or more years of experience as a financial advisor, member of a team or internal support position within Merrill

• Five or more years of experience as a management, business, or organizational consultant/coach preferred.

• Strong communication (both written and verbal), executive presence and listening skills.

• Great team player with a positive “can do” attitude.

• Strategic and tactical capabilities

• Versatile communication skills - experience presenting to large groups and facilitating small group discussions.

• Adept at building relationships at all levels

• Ability to perform root cause analysis and recommend appropriate solutions/interventions.

• Results-driven and able to succeed in a challenging, fast paced, changing environment.

• Strong understanding of FA practices and the wealth management business

• Licensed preferred w/ SIE & Series 7. If not currently licensed, must obtain within a specified time limit.

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Shift:

Hours Per Week: