{"id":2529049,"url":"https://alion.io/job/ghr-merrill-performance-coach","title":"Merrill Performance Coach","company":{"id":4005,"name":"Bank of America","domain":"ghr.com","url":"https://alion.io/company/ghr","size_band":"501-1000","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Workday","truth_index":null},"role":"Education","role_family":"Education","seniority":"staff","employment_type":"full_time","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["New York, United States","Boston, United States","Alpharetta, United States","Dallas, United States","Cincinnati, United States","Charlotte, United States","White Plains, United States","Columbia, United States","Tucson, United States","United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":140000,"max":207200,"currency":"USD","period":"year","gross":null,"usd_annual":207200},"salary_estimate":null,"experience_years_min":10,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[],"status":"live","first_seen_at":"2026-09-14T00:00:00Z","employer_posted_date":"2026-09-14","last_verified_at":"2026-10-14T14:09:42Z","board_verified":true,"closed_at":null,"days_open":31,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":31},"description":"Job Description:\nMerrill 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.\nMerrill’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.\nMerrill 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.\nAt 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.\nInternal 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.\nJob Description:\nAct 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.\nThe 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.\nResponsibilities:\nDeliver 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 leadership acumen to understand and improve practice performance, empower responsibility and accountability, increase client acquisition efforts, and enhance client experience, delivering a defined number of coaching and consulting hours per month.\nFacilitate high value peer communities and teambuilding experiences, with blended learning experiences, leveraging leadership coaching processes and our proprietary Elite Growth Practice framework. Utilizing internal business performance analytics to extract data-driven insights, strengthen collaboration and elevate practice effectiveness.\nPartner with Market Executives to support high impact local programming supporting advisor performance while championing change and adoption of key Bank of America and Merrill strategies.\nActively expand outreach to advisors prime for development by engaging PMG resources, providing education on programs, workshops, and tools that strengthen practice management disciplines and enhance the client and advisor experience.\nCollaborate with fellow Performance Coaches and PMG partners to support 1:1 coaching, “find a coach” requests, peer group facilitation, enterprise projects, and emerging Merrill priorities, operating with strong self-direction as part of a nationally dispersed, virtual team.\nSkills:\nCoaching Consulting Executive Presence\nBusiness Acumen Relationship Building Influencing\nInclusive Leadership Conflict Management Communications\nEmotional Intelligence Process Management Performance Management\nStrategic Thinking Drives Engagement\nRequired Qualifications:\nMinimum of 10 years of coaching and consulting experience\n\nDeep understanding of wealth management, including product knowledge, regulatory and supervisory requirements, industry trends, and firm-wide initiatives\n\nProven experience coaching senior leaders in a results-driven, sales environment required. Experience coaching Financial Advisors and/or advisor teams, preferred\n\nProven ability as a coach and accountability partner through high-impact 1:1 and group coaching engagements\n\nStrong knowledge and experience in practice management, including:\nClient acquisition and retention\n\nTeaming and organizational design\n\nPractice succession planning\n\nAdvisor productivity and census growth\n\nLeadership and practice operations\n\nAbility to develop and execute growth strategies and tactical action plans to improve sales leadership performance and business outcomes\n\nExperience applying consulting-style approaches to improve team effectiveness, structure, and execution\n\nExperience conducting research and translating insights into practical coaching content, tools, and programs\n\nStrong interpersonal and relationship-building skills with the ability to partner effectively with senior leadership teams and/or Advisors\n\nAbility to influence without direct authority and drive adoption of recommended strategies\n\nFamiliarity with goals-based wealth management, advisor team structures, and client experience models\n\nExperience presenting to and facilitating audiences ranging from 10 to several hundred participants, including developing related content\n\nMust be able to travel at least 40%\n\nMust have SIE and Series 7 or must obtain within 120 days\n\nDesired Qualifications:\nExperience influencing results both individually and at scale\n\nAbility to assess advisor practices and teams, identify gaps, and recommend best practices aligned with firm strategy\n\nDemonstrated ability to build authentic relationships at all levels\n\nExpertise conducting root cause analysis and recommending appropriate solutions, actions, or interventions\n\nStrong communication (both written and verbal) with executive presence and ability to listen in a way that earns attention and drives impact\n\nExperience working in dynamic, fast-paced, and evolving environments\n\nProven ability to manage multiple, and sometimes competing, priorities\n\nMinimum Education Requirement: High School Diploma / GED / Secondary School or equivalent\nShift:\n1st shift (United States of America)Hours Per Week:\n40Pay Transparency details\nUS - CA - Carmel - 3775 Via Nona Marie (CA2801), US - CA - Los Angeles - 2029 Century Park E - 2029 Century Park East (CA9803), US - CA - Saint Helena - 1050 Adams St - St Helena Ml (CA3555), US - IL - Deer Park - 21805 W FIELD PKWY (IL9218), US - MA - Boston - 100 Federal St - 100 Federal St Lp (MA5100), US - NJ - Mount Laurel - 1200 HOWARD BLVD (NJ2653), US - NJ - Paramus - 115 W CENTURY RD - COUNTRY CLUB PLAZA (NJ2652), US - NJ - Pennington - 1600 American Blvd - Hopewell Bldg 6 (NJ2600), US - NJ - Toms River - 1415 HOOPER AVE (NJ2415), US - NY - New York - 225 LIBERTY ST (NY3002), US - NY - New York - ONE BRYANT PARK - BANK OF AMERICA TOWER (NY1100), US - NY - White Plains - 360 HAMILTON AVE (NY3360)Pay and benefits informationPay range$140,000.00 - $207,200.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligibleThis role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.","description_format":"text","description_chars":8737,"description_truncated":false,"requirements":{"experience_years_min":10,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"high_school","optional":false},"security_clearance":false,"languages":[]},"benefits":[],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Information Technology"],"lifecycle":[{"event":"open","at":"2026-10-14T12:28:56Z"}],"visa":[],"liveness":{"score":74,"band":"hot","label":"Hiring now","p_open":1,"p_active":0.823,"p_room":0.9,"age_days":31,"expected_fill_days":48,"reasons":["conf:14","win:mid"],"computed_at":"2026-10-15T04:58:29Z"},"pay":{"stated_usd_annual":207200,"is_top_pay":true},"html_url":"https://alion.io/job/ghr-merrill-performance-coach","json_url":"https://alion.io/job/ghr-merrill-performance-coach.json","meta":{"generated_at":"2026-10-15T04:58:29Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":7321,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-16T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":4005},"rest":"https://alion.io/mcp/rest/get_company?id=4005"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fghr-merrill-performance-coach"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fghr-merrill-performance-coach"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fghr-merrill-performance-coach"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/ghr-merrill-performance-coach\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fghr-merrill-performance-coach"}]}