Merrill Performance Coach

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.

Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy.

Coaching                            Consulting                             Executive Presence          

Business Acumen              Relationship Building          Influencing

Inclusive Leadership         Conflict Management         Communications

Emotional Intelligence     Process Management         Performance Management

Strategic Thinking             Drives Engagement            

• 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

• 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