Market Leader - Advisor Development Program
Houston, Texas
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Job Description:
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.
Job Description:
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 activity 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 team.
Must demonstrate excellent communication skills.
Strong relationship building and business partnering skills.
Ability to interact effectively with senior management.
Ability to work effectively across organizational boundaries.
Strong influencing and leadership skills.
Self-motivated and proactive, with the ability to balance multiple priorities.
Ability to balance business and corporate perspectives.
Sound business judgment and acumen.
Proven track record of coaching and improving performance in others
Proven ability to drive integration across solutions and drive results through superior delivery and sales management
Proactively builds trusted relationships with key partners/clients
Ability to be a change agent and work in a fast paced environment
Communicates strategic business plans and tactical sales goals clearly and effectively at all levels
3+ years industry experience with a leading firm
5+ years of demonstrated experience with sales and building, leading, managing and coaching a team
Series 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 geography
Shift:
1st shift (United States of America)
Hours Per Week:
40
Bank 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.
View your "Know your Rights (https://www.eeoc.gov/sites/default/files/2023-06/22-088\EEOC\KnowYourRights6.12.pdf) " poster.
View the LA County Fair Chance Ordinance (https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf) .
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America 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. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
