Merrill Performance Coach

Blue Pinecone Consulting; Northern, Los Angeles (KY, CA); Hybrid; USD 90,000 - 120,000; Full time

Job summary

Blue Pinecone Consulting is seeking a Performance Coach to work with Merrill Lynch Global Wealth Management teams, focusing on advisor productivity and client experience. The role involves coaching practices and market leadership to implement proven strategies, plus research and program execution to build high-performing teams.

The coach will apply standard Practice Management Group workflows, drive accountability, and deliver a defined set of coaching hours monthly while enhancing shareholder

Qualifications

• Coaching experience with financial professionals preferred.
• Ability to drive practice performance and client experience.

Responsibilities

• Coach Financial Advisors and their teams to boost productivity.
• Develop strategies and tactics to improve advisor effectiveness.
• Deliver content and programs using standard PMG workflows.

Skills

Coaching

Consulting

Organizational design

Research

Tools

PMG tools

Job 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.

The Performance Coach role is responsible for coaching Financial Advisors, their teams and/or Market Leadership teams, developing strategies and tactics to increase productivity and effectiveness to enhance the client experience and ultimately drive business growth. Key responsibilities include individual and team coaching along with research, content development, and program execution. Job expectations include building and supporting high performance teams that positively influence organizational performance, consistently utilizing Practice Management Group (PMG) tools and processes, serving as a critical driver of shareholder value.

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.

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