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About the Role
As an Advisory Growth Specialist, you will own your territory and drive the growth of investment advisory assets by partnering with Financial Advisors and Market Executives. You will identify growth opportunities, create action plans, and monitor performance monthly. This role involves coaching advisors on positioning advisory relationships, explaining the value of these relationships to clients, and presenting investment recommendations. You will help advisors win new assets, transition brokerage assets, deepen client relationships, convert prospects, and build repeatable growth strategies. This role offers significant visibility, allowing you to work directly with market leadership, influence strategic priority execution, and see your results reflected in performance metrics.
Responsibilities
- Partner with Market Executives and Financial Advisors to drive advisory growth through brokerage-to-advisory conversions, new asset acquisition, referrals, retention, and wallet share expansion.
- Lead opportunity reviews and pipeline discussions, identifying priorities, clearing obstacles, creating accountability, and helping advisors turn plans into results.
- Coach advisors on business development and advisory positioning, informed by guidance from the Chief Investment Office on portfolio construction, manager selection, and asset allocation.
- Sit in client and prospect meetings to help advisors articulate the value of an advisory relationship, provide solution expertise, and assist in closing business.
- Support recruiting, onboarding, private briefings, and client events by showcasing Merrill’s capabilities and coordinating with specialists.
- Track and communicate results using data and insights to refine focus and time allocation.
Requirements
- 7+ years of financial services experience, including 3+ years working with Financial Advisors or in investment management (equivalent experience considered).
- Experience supporting, distributing, or selling investment products, advisory solutions, or related financial services offerings.
- Working knowledge of professionally managed investment products or the investment advisory business.
- Strong communication and presentation skills, with the ability to manage discussions and handle pushback.
- Demonstrated ability to manage competing priorities and deliver results in a fast-paced environment.
- Comfort using CRM systems, sales tools, and reporting platforms.
- Willingness to travel regularly within the assigned territory.
- Series 7 and 63/65 or 66, or ability to obtain within 120 days of start date.
- FDIC and FINRA regulations restrict or prohibit hiring individuals with certain specified criminal history.
Skills
- Sales ability
- Advisor credibility
- Investment knowledge
- Execution discipline
- Building trusted relationships
- Strategic thinking
- Consultative sales
- Data and pipeline tools (e.g., Tableau, Copilot, Salesforce)
- Self-direction
Location
- US - CA - San Francisco - 555 California St - Bofa Center - 555 California (CA5705)
Work Type
- In-office culture
- 1st shift
- 40 hours per week
Experience Level
- 7+ years of financial services experience
- 3+ years working with Financial Advisors or in investment management
Salary/Compensations
- $144,000.00 - $198,000.00 annualized salary
- Discretionary incentive eligible
- Eligible for annual discretionary award based on performance
Benefits
- Industry-leading benefits
- Access to paid time off
- Resources and support for employees
About the Company
- Guided by a common purpose to help make financial lives better through the power of every connection.
- Drives Responsible Growth and delivers for clients, teammates, communities, and shareholders.
- Fosters an inclusive workplace where every teammate has the opportunity to succeed, build a career, and contribute to shared success.
- Values unique perspectives from individuals with diverse backgrounds and experiences.
- Committed to an in-office culture that supports collaboration, engagement, and career development.
- Offers opportunities to learn, grow, and make an impact.