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Bank of America is seeking a Merrill Performance Coach who will work closely with Financial Advisors and their teams to enhance productivity and client experiences. The role requires extensive experience in coaching and consulting within the wealth management sector, coupled with strong interpersonal skills.
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Job Summary
The role serves 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 and proprietary frameworks to drive advisor effectiveness and business impact through customized coaching and consulting.
This position offers an annual discretionary incentive plan and industry-leading benefits including paid time off and resources for sustainable business growth.
Matching Summary
Match Score: 75
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Bank of America is seeking a Merrill Performance Coach who will work closely with Financial Advisors and their teams to enhance productivity and client experiences. The role requires extensive experience in coaching and consulting within the wealth management sector, coupled with strong interpersonal skills.
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Salary
Base: $140,000.00 - $207,200.00 annualized; Bonus: Discretionary incentive eligible; Benefits: Industry-leading benefits and paid time off
Skills & Requirements
Must-have
10 years coaching and consulting experience
Deep understanding of wealth management products
Experience coaching senior leaders in sales
Strong knowledge of practice management disciplines
Ability to travel at least 40 percent
Series 7 or SIE license required
Nice-to-have
Inclusive leadership and emotional intelligence
Root cause analysis and strategic thinking
Building authentic relationships at all levels
Facilitating peer communities and team building
Experience with goals-based wealth management models
Key Requirements
Minimum 10 years of coaching and consulting experience
Proven experience coaching senior leaders in results-driven sales
Must have SIE and Series 7 or obtain within 120 days