Merrill Performance Coach

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.

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