Impress employers and recruiters.
Choose from hundreds of resume examples.

Target Resume Now

About the Role

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, and lead training and development activities to help enable Advisor Trainee productivity. You will be personally involved with ADP participants who require heightened support and help reinforce compliance, supervision, and risk management support.

Responsibilities

Provide regulatory supervision and oversight to advisors.
Ensure ADP participants are meeting and achieving hurdles.
Lead training and development activities, tools, and routines to help enable Advisor Trainee productivity.
Provide 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.
Support leaders in implementing effective performance management, including goal setting, incentive, and other reward, and recognition mechanisms.
Support market results, while maintaining strict consistency with national programs.
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.
Support sales management in executing sale force growth plans and support effective Advisor recruiting strategies.
Administer superior sales supervision/practices in the market.
Attract, recruit and retain an effective sales and operations team.
Demonstrate excellent communication skills.
Build strong relationships and partner effectively with businesses.
Interact effectively with senior management.
Work effectively across organizational boundaries.
Utilize strong influencing and leadership skills.
Balance multiple priorities with a self-motivated and proactive approach.
Balance business and corporate perspectives.
Exercise sound business judgment and acumen.
Coach and improve performance in others.
Drive integration across solutions and achieve results through superior delivery and sales management.
Proactively build trusted relationships with key partners/clients.
Act as a change agent in a fast-paced environment.
Clearly and effectively communicate strategic business plans and tactical sales goals at all levels.

Requirements

3+ years industry experience with a leading firm.
5+ years of demonstrated experience with sales and building, leading, managing and coaching a team.
Series 7 & 66 (63 and 65) required.
Series 9 & 10 or (4, 24, 53 combination) required.
If Series 9 & 10 not currently held, must be obtained within 120 days.
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.

Skills

Communication skills
Relationship building
Business partnering
Influencing
Leadership
Coaching
Sales management
Recruiting
Sales supervision
Pipeline management

Location

Onsite (potential requirement)

Work Type

Full-time
Onsite (potential requirement)

Experience Level

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

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 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.