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. We specialize 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, allowing for an appropriate level of flexibility for teammates and businesses based on role‑specific considerations.

We value diversity in our thoughts, business, and employees and clients. Our Wealth Management team represents an array of backgrounds, bringing unique perspectives, ideas, and experiences that create a culture‑driven, resilient, results‑focused, and effective work community.

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
• Lead training and develop activities, tools, and routines to enable Advisor Trainee productivity (in alignment with national program)
• Provide personal involvement with ADP participants who require heightened support to achieve success
• Reinforce compliance, supervision, and risk management support for 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, and 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 professional growth and development; build and manage relationships across the franchise; counsel Advisor Trainees on strategic business drivers
• Sales Force Expansion:
  Support sales management in executing sales force growth plans and effective Advisor recruiting strategies
• Sales Supervision:
  Administer superior sales supervision/practices in the market

• Ability to attract, recruit, and retain an effective sales and operations team
• 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; 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 deliver results through superior sales management
• Proactively builds trusted relationships with key partners and 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 leading, building, 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

Pay Transparency details:

US - CT - Hartford - 185 Asylum St - Hartford - City Place (CT2101), US - CT - Ridgefield - 63 COPPS HILL RD (CT9063), US - CT - Southbury - 108 MAIN ST N (CT9108), US -…