Market Leader - Advisor Development Program
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
As a Market Leader for the Advisor Development Program (ADP), you will :
- Provide regulatory supervision and oversight to advisors
- Ensure ADP participants are meeting and achieving hurdles
- In alignment with national program, lead training and develop activities, tools, and routines to help 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 and their activities for market leadership
- 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
Responsibilities :
Ability to attract, recruit and retain an effective sales and operations teamMust demonstrate excellent communication skillsStrong relationship building and business partnering skillsAbility to interact effectively with senior managementAbility to work effectively across organizational boundariesStrong influencing and leadership skillsSelf-motivated and proactive, with the ability to balance multiple prioritiesAbility to balance business and corporate perspectivesSound business judgment and acumenProven track record of coaching and improving performance in othersProven ability to drive integration across solutions and drive results through superior delivery and sales managementProactively builds trusted relationships with key partners / clientsAbility to be a change agent and work in a fast paced environmentCommunicates strategic business plans and tactical sales goals clearly and effectively at all levels3+ years industry experience with a leading firm5+ years of demonstrated experience with sales and building, leading, managing and coaching a teamSeries 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 geographyBank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.