Market Leader: Advisor Development & Coaching

Bank of America; Miami (FL); On-site; USD 100,000 - 140,000; Full time

Job summary

Bank of America’s Merrill Wealth Management seeks a Market Leader for the Advisor Development Program (ADP) to provide regulatory supervision and oversee advisor training across a national program. You will lead development activities, coach trajectories, and drive pipeline and client acquisition while ensuring compliance and risk management.

You will mentor advisor trainees, partner with senior leaders, and help implement performance management and sales growth strategies in a fast-paced market.

Qualifications

• Ability to attract, recruit and retain an effective sales and operations team.
• Must demonstrate excellent communication skills.
• Strong relationship building and business partnering skills.
• Ability to interact effectively with senior management.
• Ability to work effectively across organizational boundaries.
• Strong influencing and leadership skills.
• Self-motivated and proactive, with the ability to balance multiple priorities.
• Ability to balance business and corporate perspectives.
• Sound business judgment and acumen.
• Proven track record of coaching and improving performance in others
• Proven ability to drive integration across solutions and drive results through superior delivery andsales management
• Proactively builds trusted relationships with key partners/clients
• Ability to be a change agent and work in a fast paced environment
• Communicates strategic business plans and tactical sales goals clearly and effectively at all levels
• 3+ years industry experience with a leading firm
• 5+ years of demonstrated experience with sales and building, leading, managing and coaching a team
• Series 7 & 66 (63 and 65) required and Series 9 & 10 or (4, 24, 53 combination).If Series 9 & 10 not currently held, must be obtained within 120 days.
• Travel required: Will vary depending on geography

Responsibilities

• Provide regulatory supervision and oversight to advisors
• Ensure ADP participants are meeting and achieving hurdles
• Lead training and develop activities, tools, and routines to enable Advisor Trainee productivity
• Personal involvement with ADP participants who require heightened support to achieve success
• Help reinforce compliance, supervision, and provide risk management support of ADP participants
• Lead pipeline management routines with teams and coach on pipeline execution
• Support client acquisition efforts by maximizing lead potential via enterprise relationships Strategy & Accountability
• Support leaders in implementing effective performance management, including goal setting, incentive, and other reward, and recognition mechanisms
• Accountable to support market results, while maintaining strict consistency with national programs
• Coaching and Development: Work closely with advisor trainees, coaching for successful professional growth and development. Build and manage relationships across the franchise.
• Coach and counsel Advisor Trainees on strategic business drivers.
• Sales Force Expansion: Support sales management in executing sale force growth plans and support effective Advisor recruiting strategies.
• Sales Supervision: Administer superior sales supervision/practices in the market

Skills

Excellent communication

Relationship building

Leadership

Sales management

Team coaching

Cross-functional collaboration

Strategic planning

Change agent mindset

Job description

Bank of America’s Merrill Wealth Management seeks a Market Leader for the Advisor Development Program (ADP) to provide regulatory supervision and oversee advisor training across a national program. You will lead development activities, coach trajectories, and drive pipeline and client acquisition while ensuring compliance and risk management.

You will mentor advisor trainees, partner with senior leaders, and help implement performance management and sales growth strategies in a fast-paced market.