Merrill Performance Coach

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

Pay Transparency details

US - CA - Los Angeles - 2049 Century Park E - CENTURY CITY MAIN OFFICE (CA9159), US - CA - Newport Beach - 520 Newport Center Dr - Newport Beach 520 Ncd (CA6814), US - IL - Chicago - 110 N Wacker Dr - Bank Of America Tower Chicago (IL4110), US - NY - New York - ONE BRYANT PARK - BANK OF AMERICA TOWER (NY1100), US - RI - North Kingstown - 6725 POST RD - NORTH KINGSTOWN BC (RI1135)

Pay and benefits information

Pay range

$140,000.00 - $195,000.00 annualized salary, offers to be determined based on experience, education and skill set.

Discretionary incentive eligible

This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.

Benefits

This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.