Merrill Performance Coach

Bank of America; Dallas (TX); On-site; USD 140,000 - 207,200; Full time

Benefits offered by this job

Discretionary incentive eligible

Industry-leading benefits

Job summary

Bank of America seeks a Performance Coach for Merrill Lynch Global Wealth Management in Dallas, Texas. This role involves coaching Financial Advisors and enhancing their productivity through customized strategies. You will collaborate with Market Executives and fellow coaches to drive advisor effectiveness and client experience. A deep understanding of wealth management and a minimum of 10 years in coaching are required. The position includes significant travel requirements and offers a competitive salary along with industry-leading benefits.

Qualifications

• Minimum of 10 years of coaching and consulting experience.
• Deep understanding of wealth management, including product knowledge and regulatory requirements.
• Proven experience coaching senior leaders in a sales environment.
• Strong knowledge in practice management.
• Proven ability to develop and execute growth strategies.

Responsibilities

• Deliver customized coaching/consulting to Financial Advisors.
• Facilitate high-value peer communities and team-building experiences.
• Support Market Executives with high-impact local programming.
• Collaborate with other Performance Coaches and PMG partners.

Skills

Coaching

Consulting

Executive Presence

Business Acumen

Relationship Building

Influencing

Inclusive Leadership

Conflict Management

Communications

Emotional Intelligence

Process Management

Performance Management

Strategic Thinking

Drives Engagement

Education

High School Diploma / GED

Job description

Description

Act as a performance coach for Merrill Lynch Global Wealth Management assisting Financial Advisor Practices and Advisory Branch Managers and Market Leadership teams in developing and executing strategies and tactics to increase the productivity of Financial Advisors and their respective teams, and ultimately enhancing the client experience. Assist in building truly effective teams which have a tremendously positive influence on the performance of the organization, and can be a critical driver of shareholder value. The MPC will engage in research, content development, and program execution related to organization design and best practices.

Responsibilities

Deliver customized coaching/consulting to a segment of the advisor field, leveraging Merrill tools, standards, workflows, and technologies to drive advisor effectiveness and business impact. Serve as a trusted confidante, applying business and leadership acumen to understand and improve practice performance, empower responsibility and accountability, increase client acquisition efforts, and enhance client experience, delivering a defined number of coaching and consulting hours per month.

Facilitate high value peer communities and teambuilding experiences, with blended learning experiences, leveraging leadership coaching processes and our proprietary Elite Growth Practice framework. Utilizing internal business performance analytics to extract data‑driven insights, strengthen collaboration and elevate practice effectiveness.

Partner with Market Executives to support high impact local programming, supporting advisor performance while championing change and adoption of key Bank of America and Merrill strategies.

Actively expand outreach to advisors prime for development by engaging PMG resources, providing education on programs, workshops, and tools that strengthen practice management disciplines and enhance the client and advisor experience.

Collaborate with fellow Performance Coaches and PMG partners to support 1:1 coaching, “find a coach” requests, peer group facilitation, enterprise projects, and emerging Merrill priorities, operating with strong self‑direction as part of a nationally dispersed, virtual team.

Skills

• Coaching
• Consulting
• Executive Presence
• Business Acumen
• Relationship Building
• Influencing
• Inclusive Leadership
• Conflict Management
• Communications
• Emotional Intelligence
• Process Management
• Performance Management
• Strategic Thinking
• Drives Engagement

Required Qualifications

• Minimum of 10 years of coaching and consulting experience
• Deep understanding of wealth management, including product knowledge, regulatory and supervisory requirements, industry trends, and firm‑wide initiatives
• Proven experience coaching senior leaders in a results‑driven, sales environment required. Experience coaching Financial Advisors and/or advisor teams, preferred
• Proven ability as a coach and accountability partner through high‑impact 1:1 and group coaching engagements
• Strong knowledge and experience in practice management, including:
  • Client acquisition and retention
  • Teaming and organizational design
  • Practice succession planning
  • Advisor productivity and census growth
  • Leadership and practice operations
• Ability to develop and execute growth strategies and tactical action plans to improve sales leadership performance and business outcomes
• Experience applying consulting‑style approaches to improve team effectiveness, structure, and execution
• Experience conducting research and translating insights into practical coaching content, tools, and programs
• Strong interpersonal and relationship‑building skills with the ability to partner effectively with senior leadership teams and/or Advisors
• Ability to influence without direct authority and drive adoption of recommended strategies
• Familiarity with goals‑based wealth management, advisor team structures, and client experience models
• Experience presenting to and facilitating audiences ranging from 10 to several hundred participants, including developing related content
• Must be able to travel at least 40%
• Must have SIE and Series 7 or must obtain within 120 days

Desired Qualifications

• Experience influencing results both individually and at scale
• Ability to assess advisor practices and teams, identify gaps, and recommend best practices aligned with firm strategy
• Demonstrated ability to build authentic relationships at all levels
• Expertise conducting root cause analysis and recommending appropriate solutions, actions, or interventions
• Strong communication (both written and verbal) with executive presence and ability to listen in a way that earns attention and drives impact
• Experience working in dynamic, fast‑paced, and evolving environments
• Proven ability to manage multiple, and sometimes competing, priorities

Minimum Education Requirement

High School Diploma / GED / Secondary School or equivalent

Shift

1st shift (United States of America)

Hours Per Week

40

Pay and Benefits Information

Pay range: $140,000.00 – $207,200.00 annualized salary, offers to be determined based on experience, education and skill set.

Discretionary incentive eligible: This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.

Benefits: This role is currently benefits eligible. We provide industry‑leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.