Bank of America
Market Leader - Advisor Development Program
Bank of America, Dallas, Texas, United States, 75215
Market Leader - Advisor Development Program
ApplyLocations:
DallasTime Type:
Full timePosted On:
Posted 3 Days AgoJob Requisition ID:
24045953Job 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 specializes 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. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.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 brings 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 the national program, lead training and develop activities, tools, and routines to help enable Advisor Trainee productivity.Provide 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.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.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.Support sales management in executing sales force growth plans and support effective Advisor recruiting strategies.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
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ApplyLocations:
DallasTime Type:
Full timePosted On:
Posted 3 Days AgoJob Requisition ID:
24045953Job 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 specializes 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. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.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 brings 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 the national program, lead training and develop activities, tools, and routines to help enable Advisor Trainee productivity.Provide 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.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.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.Support sales management in executing sales force growth plans and support effective Advisor recruiting strategies.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
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