Merrill Performance Coach

Responsibilities

• Deliver customized coaching and consulting to Financial Advisor Practices to drive effectiveness and business impact.
• Facilitate high-value peer communities and teambuilding experiences using proprietary frameworks and data-driven insights.
• Partner with Market Executives to support local programming and champion the adoption of key firm strategies.
• Expand outreach to advisors by providing education on programs, workshops, and practice management tools.
• Collaborate with fellow Performance Coaches on enterprise projects, peer group facilitation, and emerging priorities.
• Conduct research and develop practical coaching content, tools, and programs to improve team execution.

Requirements

• Minimum of 10 years of coaching and consulting experience.
• Deep understanding of wealth management, including industry trends, regulatory requirements, and product knowledge.
• Proven experience coaching senior leaders within a results-driven, sales environment.
• Strong knowledge of practice management, including client acquisition, teaming, and advisor productivity.
• Ability to travel at least 40%.
• Must possess SIE and Series 7 certifications, or be able to obtain them within 120 days.

Preferred Qualifications

• Experience influencing business results both individually and at scale.
• Expertise in conducting root cause analysis to recommend appropriate organizational interventions.
• Demonstrated ability to build authentic relationships and influence without direct authority.
• Experience presenting to and facilitating large audiences ranging from small groups to several hundred participants.

Benefits

• Industry-leading benefits and access to paid time off.
• Annual discretionary incentive plan eligibility.
• Opportunities for professional growth and career development within a global organization.

About the Company

Merrill is a leading provider of comprehensive wealth management and investment products and services. As part of Bank of America, we specialize in goals-based wealth management, helping individuals, companies, and institutions achieve their financial life visions through expert advice and guidance.