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Merrill Performance Coach
Remote / Online - Candidates ideally in
Charlotte, Mecklenburg County, North Carolina, 28230, USA
Listed on 2026-06-02
Charlotte, Mecklenburg County, North Carolina, 28230, USA
Listing for:
Bank of America
Remote/Work from Home
position Listed on 2026-06-02
Job specializations:
-
Finance & Banking
Financial Consultant
Job Description & How to Apply Below
New York, New York;
New York, New York;
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Boston, Massachusetts;
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Dallas, Texas;
Charlotte, North Carolina;
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** To proceed with your application, you must be at least 18 years of age.*
* Acknowledge ( )
** Bank of America employees are required to meet all*
* ** posting eligibility requirements*
* ** prior to applying for any new position.*
* Acknowledge ( )
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** To proceed with your application, you must be at least 18 years of age.*
* Acknowledge ( )
** Bank of America employees are required to meet all*
* ** posting eligibility requirements*
* ** prior to applying for any new position.*
* Acknowledge ( )
*
* 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.
_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._
*
* Job Description:
*
* Act as a performance coach for Merrill Lynch Global Wealth Management assisting Financial Advisor Practices and Advisory Branch Managers and Market Leadership teams in developing and executing strategies and tactics to increase the productivity of Financial Advisors and their respective teams, and ultimately enhancing the client experience. Assist in building truly effective teams which have a tremendously positive influence on the performance of the organization, and can be a critical driver of shareholder value.
The MPC will engage in research, content development, and program execution related to organization design and best practices.
The Performance Coach role is responsible for coaching Financial Advisors, their teams and/or Market Leadership teams, developing strategies and tactics to increase productivity and effectiveness to enhance the client experience and ultimately drive business growth. Key responsibilities include individual and team coaching along with research, content development, and program execution. Job expectations include building and supporting high performance teams that positively influence organizational performance, consistently utilizing Practice Management Group (PMG) tools and processes, serving as a critical driver of shareholder value.
** Responsibilities:*
* ** Deliver customized coaching/consulting to a segment of the advisor field** , leveraging Merrill tools, standards, workflows, and technologies to drive advisor effectiveness and business impact. Serve as a trusted confidante, applying business and…
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