Merrill Performance Coach

Bank of America Merrill Lynch

Carmel, CA, US
Base: $140,000.00 - $207,200.00 annualized; bonus:...
Onsite
10+ years coaching and consulting experience
Deep understanding of wealth management products
Experience coaching senior leaders in sales
Bank of America Merrill Lynch is seeking a Merrill Performance Coach to enhance the productivity and effectiveness of Financial Advisors and their teams within Merrill Wealth Management. The ideal candidate should possess extensive coaching experience in wealth management and demonstrate strong relationship-building and strategic thinking skills

Job Summary

  • The role involves acting as a performance coach to assist Financial Advisor Practices and Market Leadership teams in developing strategies to increase productivity and enhance the client experience.
  • Candidates must leverage internal business performance analytics to extract data-driven insights and strengthen collaboration while partnering with Market Executives to support high-impact local programming.
  • This position offers an annual discretionary incentive plan and industry-leading benefits including paid time off and resources to support sustainable business growth.

Matching Summary

Match Score: 85

Bank of America Merrill Lynch is seeking a Merrill Performance Coach to enhance the productivity and effectiveness of Financial Advisors and their teams within Merrill Wealth Management. The ideal candidate should possess extensive coaching experience in wealth management and demonstrate strong relationship-building and strategic thinking skills.

Salary

Base: $140,000.00 - $207,200.00 annualized; Bonus: Discretionary incentive eligible; Benefits: Industry-leading benefits and paid time off included

Skills & Requirements

Must-have

  • 10+ years coaching and consulting experience
  • Deep understanding of wealth management products
  • Experience coaching senior leaders in sales
  • Practice management expertise required
  • Ability to travel at least 40%
  • Series 7 or SIE license required

Nice-to-have

  • Inclusive leadership capabilities
  • Root cause analysis skills
  • Executive presence and communication
  • Experience with goals-based wealth management
  • Ability to influence without direct authority

Key Requirements

  • Minimum 10 years of coaching and consulting experience
  • Proven experience coaching senior leaders in sales environment
  • Strong knowledge of practice management and succession planning
  • Must have SIE and Series 7 or obtain within 120 days
  • Ability to travel at least 40% of the time
  • High School Diploma / GED or equivalent education

Work Rights

Not specified

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