Merrill Performance Coach
Core
Act as a performance coach for Merrill Lynch Global Wealth Management, assisting Financial Advisor Practices and Market Leadership teams to increase productivity, enhance client experience, and drive business growth through coaching, consulting, and program execution.
Role type
Senior Performance Coach / Consulting Lead
Builds
High-performance advisor teams and effective practice management strategies
Domain
Wealth Management / Financial Services
Deliverable
client delivery
Required skills
Coaching, Consulting, Business Acumen, Relationship Building, Influencing, Inclusive Leadership, Conflict Management, Emotional Intelligence, Process Management, Performance Management, Strategic Thinking, Drives Engagement
Preferred skills
Coaching senior leaders in sales environments, Practice Management, Client acquisition and retention, Teaming and organizational design, Practice succession planning, Advisor productivity and census growth, Leadership and practice operations, Consulting-style approaches, Research and content development, Executive presence, Root cause analysis
Technologies
PMG tools, Elite Growth Practice framework, Internal business performance analytics
Responsibilities
Deliver customized coaching/consulting to advisor segments; Facilitate peer communities and blended learning experiences; Partner with Market Executives for local programming; Expand outreach to advisors for development; Collaborate with fellow coaches on 1:1 coaching and enterprise projects
Seniority
Senior, hands-on IC with strategic impact