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About the Role
Merrill Wealth Management is seeking a Performance Coach to assist Financial Advisor Practices, Advisory Branch Managers, and Market Leadership teams in developing and executing strategies to increase productivity and enhance the client experience. This role involves coaching, content development, and program execution to build high-performing teams that drive business growth and shareholder value.
Responsibilities
- Deliver customized coaching and consulting to advisors, leveraging Merrill tools and standards to drive effectiveness and business impact.
- Serve as a trusted confidante, applying business and leadership acumen to improve practice performance, increase client acquisition, and enhance client experience.
- Facilitate peer communities and teambuilding experiences using leadership coaching processes and the Elite Growth Practice framework.
- Utilize internal business performance analytics to extract data-driven insights and strengthen collaboration.
- Partner with Market Executives to support local programming that enhances advisor performance and champions key strategies.
- Expand outreach to advisors for development by providing education on programs, workshops, and tools.
- Collaborate with fellow Performance Coaches and partners to support 1:1 coaching, peer group facilitation, and enterprise projects.
- Operate with strong self-direction as part of a nationally dispersed, virtual team.
Requirements
- Minimum of 10 years of coaching and consulting experience.
- Deep understanding of wealth management, including product knowledge, regulatory requirements, industry trends, and firm-wide initiatives.
- Proven experience coaching senior leaders in a results-driven, sales environment.
- 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, and 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.
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
Location
- US - CA - Carmel
- US - CA - Los Angeles
- US - CA - Saint Helena
- US - IL - Deer Park
- US - MA - Boston
- US - NJ - Mount Laurel
- US - NJ - Paramus
- US - NJ - Pennington
- US - NJ - Toms River
- US - NY - New York
- US - NY - White Plains
Work Type
- Onsite
- Hybrid
- Remote
Experience Level
- Minimum of 10 years of coaching and consulting experience
Education Level
- High School Diploma / GED / Secondary School or equivalent
Salary/Compensations
- $140,000.00 - $207,200.00 annualized salary
Benefits
- Industry-leading benefits
- Access to paid time off
- Resources and support
About the Company
- Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions.
- Merrill Wealth Management specializes 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 their envisioned life through a personal relationship with their advisory team.
- Merrill believes trust comes from transparency, and its 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 flexibility based on role-specific considerations.
- Merrill empowers employees to bring their whole selves to work, valuing diversity in thoughts, business, and employees.
- Merrill's Wealth Management team represents an array of different backgrounds, bringing unique perspectives to create a work community that is culture-driven, resilient, results-focused, and effective.
- Internal employees currently working from home are eligible to apply, but may be required to work onsite if selected.