Merrill Performance Coach

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

Benefits offered by this job

Discretionary incentive eligibility

Paid time off

Industry-leading benefits

Job summary

Bank of America is seeking a Performance Coach to support Merrill Lynch Global Wealth Management, enhancing advisor productivity and client experience. This role will involve research and content development tailored to best practices in organizational design.

The ideal candidate will have over 10 years of coaching experience, particularly with Financial Advisors, and possess strong relationship-building skills. This position is vital in implementing growth strategies and improving team effectiveness.

The annual salary range for this role is $140,000.00 – $207,200.00, with an excellent benefits package.

Qualifications

• Minimum of 10 years of coaching and consulting experience.
• Deep understanding of wealth management, including product knowledge and regulation.
• Proven experience coaching senior leaders in a sales environment.
• Strong record as a coach and accountability partner through high-impact engagements.
• Experience applying consulting-style approaches to improve team effectiveness.
• Must hold SIE and Series 7 licenses or obtain them within 120 days.

Responsibilities

• Deliver customized coaching and consulting to financial advisors using Merrill tools.
• Facilitate high-value peer communities and team-building experiences.
• Collaborate with Performance Coaches to support 1:1 coaching and enterprise projects.

Skills

Coaching

Consulting

Executive Presence

Business Acumen

Relationship Building

Influencing

Inclusive Leadership

Conflict Management

Communications

Emotional Intelligence

Process Management

Performance Management

Strategic Thinking

Engagement Drive

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Job Summary

The Performance Coach will support Merrill Lynch Global Wealth Management by coaching Financial Advisors, advisory teams, and Market Leadership teams to increase productivity, enhance client experience, and drive business growth. The role involves research, content development, and program execution related to organization design and best practices.

Responsibilities

• Deliver customized coaching and consulting to a segment of the advisor field using Merrill tools, standards, and technologies to drive advisor effectiveness.
• Facilitate high‑value peer communities and team‑building experiences, leveraging a blended learning approach and the Elite Growth Practice framework.
• Partner with Market Executives to support high‑impact local programming that champions adoption of key strategies.
• Engage advisors prime for development by providing education on PMG resources, workshops, and tools.
• Collaborate with fellow Performance Coaches and PMG partners to support 1:1 coaching, peer‑group facilitation, enterprise projects, and emerging priorities.

Skills

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

Required Qualifications

• Minimum of 10 years of coaching and consulting experience.
• Deep understanding of wealth management, including product knowledge, regulation, industry trends, and firm‑wide initiatives.
• Proven experience coaching senior leaders in a sales environment; experience coaching Financial Advisors and/or advisor teams preferred.
• Strong record as a coach and accountability partner through high‑impact 1:1 and group 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.
• Experience applying consulting‑style approaches to improve team effectiveness, structure, and execution.
• Experience translating research insights into practical coaching content, tools, and programs.
• Strong interpersonal and relationship‑building skills with the ability to partner effectively with senior leadership.
• Ability to influence without direct authority and drive adoption of 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.
• Must be able to travel at least 40%.
• Must hold SIE and Series 7 licenses or obtain them 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.
• Strong written and verbal communication with executive presence and active listening.
• Experience working in dynamic, fast‑paced, evolving environments.
• Proven ability to manage multiple, 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

Pay range: $140,000.00 – $207,200.00 annualized salary, based on experience, education, and skill set.
Discretionary incentive eligible. Employees are eligible for an annual discretionary award based on performance and contributions.
Benefits: This role is benefits eligible. Industry‑leading benefits, paid time off, and resources are provided to support employees and community impact.