Jobs for People with MS: National MS Society

Merrill Performance Coach

New York, New York;Round Rock, Texas; North Kingstown, Rhode Island; Plano, Texas; Atlanta, Georgia; Iselin, New Jersey; Boston, Massachusetts; Los Angeles, California; Chandler, Arizona; Charlotte, North Carolina; Frisco, Texas; Houston, Texas; Jacksonville, Florida; Waltham, Massachusetts; Mount Laurel, New Jersey; Pittsburgh, Pennsylvania; Pennington, New Jersey; Newport Beach, California; Charlotte, North Carolina; Chicago, Illinois; Tampa, Florida; Pennington, New Jersey

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.

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.

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 Practice Management Group (PMG) for Merrill Lynch Wealth Management (MLWM) assists in the development and implementation of strategies and tactics to increase the capacity and growth of Financial Advisory Practices. The Merrill Performance Coach (MPC) works with Financial Advisors (FAs), Advisor Trainees, and Field Leadership to help strengthen Client Acquisition, Advisor Census, Teaming Facilitation, Practice Succession, and the Client Experience. The MPC engages in activities such as 1:1 and peer group coaching, research, content development, and program execution to facilitate effective team building and performance improvement. The MPC serves as a coach and accountability partner for advisors and their teams through high-impact coaching and delivery of consulting resources covering a comprehensive menu of topics. The MPC will assist advisors and their teams with learning and developing action steps to implement the Elite Growth Practice blueprint model into their practices.

Key Responsibilities:

Primary responsibilities include, but are not limited to, the following:

• Responsible for a segment of the advisor field around coaching/consulting with impact measures around market share engagement and coaching hours

• Responsible for follow up and action around daily find a coach requests

• Promotion and education of the PMG Find a Coach, programs, workshops and through goals based coaching subscription services

• Facilitation of multiple peer communities based on an advisor’s practice size and/or themes

• Working with Market Executives to support high impact local programming to support advisor performance, client acquisition and drive results

• Proactive Outreach to portion of the field not engaged with PMG.

• Support and partnership with the Performance Coaches within PMG in 1:1 coaching and peer group coaching facilitation

• Ensuring responsible team formation and facilitating team building events for FAs.

• Stand and Deliver presentations at conferences, onsites and internal meetings

• Contributing to projects and programs, as well as execution plans related to PMG goals

• Operating in a self-directed manner as a member of a nationally dispersed, virtually based team

Key Skills and Experience Required:

• Five or more years of experience as a financial advisor, member of a team or internal support position within Merrill

• Five or more years of experience as a management, business, or organizational consultant/coach preferred.

• Strong communication (both written and verbal), executive presence and listening skills.

• Great team player with a positive “can do” attitude.

• Strategic and tactical capabilities

• Versatile communication skills - experience presenting to large groups and facilitating small group discussions.

• Adept at building relationships at all levels

• Ability to perform root cause analysis and recommend appropriate solutions/interventions.

• Results-driven and able to succeed in a challenging, fast paced, changing environment.

• Strong understanding of FA practices and the wealth management business

• Licensed preferred w/ SIE & Series 7. If not currently licensed, must obtain within a specified time limit.

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

Shift:

1st shift (United States of America)

Hours Per Week:

40

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.

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Bank of America 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. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank’s required accommodation request process before your first day of work.

This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.