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.

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          Influencing

Inclusive Leadership         Conflict Management         Communications

Emotional Intelligence     Process Management         Performance Management

Strategic Thinking             Drives Engagement            

Required Qualifications:

• Minimum of 10 years of coaching and consulting experience

• Deep understanding of wealth management,  including product knowledge, regulatory and supervisory requirements, industry trends, and firm-wide initiatives

• Proven experience coaching senior leaders in a results-driven, sales environment required. Experience coaching Financial Advisors and/or advisor teams, preferred

• Proven ability as a coach and accountability partner through high-impact 1:1 and group coaching engagements

• Strong knowledge and experience in practice management, including:

  • Client acquisition and retention

  • Teaming and organizational design

  • Practice succession planning

  • Advisor productivity and census growth

  • Leadership and practice operations

• Ability to develop and execute growth strategies and tactical action plans to improve sales leadership performance and business outcomes

• Experience applying consulting-style approaches to improve team effectiveness, structure, and execution

• Experience conducting research and translating insights into practical coaching content, tools, and programs

• Strong interpersonal and relationship-building skills with the ability to partner effectively with senior leadership teams and/or Advisors

• Ability to influence without direct authority and drive adoption of recommended strategies

• Familiarity with goals-based wealth management, advisor team structures, and client experience models

• Experience presenting to and facilitating audiences ranging from 10 to several hundred participants, including developing related content

• Must be able to travel at least 40%

• Must have SIE and Series 7 or must obtain within 120 days

Desired Qualifications:

• Experience influencing results both individually and at scale

• Ability to assess advisor practices and teams, identify gaps, and recommend best practices aligned with firm strategy

• Demonstrated ability to build authentic relationships at all levels

• Expertise conducting root cause analysis and recommending appropriate solutions, actions, or interventions

• Strong communication (both written and verbal) with executive presence and ability to listen in a way that earns attention and drives impact

• Experience working in dynamic, fast‑paced, and evolving environments

• Proven ability to manage multiple, and sometimes competing, priorities

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

Shift:

Hours Per Week: