Bank Of America Merrill Performance Coach 

United States, New York, New York 

749413059

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.

High School Diploma / GED / Secondary School or equivalent

1st shift (United States of America)