Performance Coach

Bank of America • Peachtree City, NY

40d

About The Position

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 Performance Coach role is responsible for coaching Financial Advisors, their teams and/or Market Leadership teams, developing strategies and tactics to increase productivity and effectiveness to enhance the client experience and ultimately drive business growth. Key responsibilities include individual and team coaching along with research, content development, and program execution. Job expectations include building and supporting high performance teams that positively influence organizational performance, consistently utilizing Practice Management Group (PMG) tools and processes, serving as a critical driver of shareholder value.

Requirements

• Coaching
• Consulting
• Executive Presence
• Business Acumen
• Relationship Building
• Influencing
• Inclusive Leadership
• Conflict Management
• Communications
• Emotional Intelligence
• Process Management
• Performance Management
• Strategic Thinking
• Drives Engagement
• Minimum 10 years professional experience
• Must have SIE and series 7 or must obtain within 120 days
• Must be able to travel at least 40%
• Experience presenting and facilitating audiences ranging from 10 to a few hundred

Nice To Haves

• Five or more years as a management, business, or organizational consultant.
• Experience as a financial advisor, member of a team or internal support position within Merrill or other wealth management company.
• Strong communication (both written and verbal) with executive presence and ability to listen in a way that garners attention and drives impact.
• Demonstrated ability to build authentic relationships at all levels.
• Experience influencing for improved performance individually and at scale.
• Expertise performing root cause analysis and recommending appropriate solutions/interventions.
• Proven ability to manage multiple and sometimes competing priorities.
• Experience in unpredictable environments, including evolving needs.
• Wealth management acumen, inclusive of product knowledge, regulatory and supervisory requirements, industry trends and firm-wide initiatives.

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.

Benefits

• 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.
• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED