Wealth Management 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

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.