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Performance Coach
Bank of AmericaPerformance Coach improving Financial Advisor productivity at Merrill Wealth Management. Focused on coaching and consulting to enhance client experience and organizational performance.
Posted 7/28/2026full-timeNew York City • California, Illinois, Massachusetts, New Jersey, New York • 🇺🇸 United StatesSeniorLead💰 $140,000 - $207,200 per yearWebsite
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates extensive coaching and consulting expertise in wealth management, with a focus on developing growth strategies and facilitating team-building experiences. Proven ability to leverage business performance analytics to drive results in a sales environment.
Highest-signal resume keywords
Coaching And Consulting ExperienceWealth Management KnowledgeCoaching Senior LeadersPractice Management ExpertiseGrowth Strategy Development
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
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Industry Keywords
Financial AdvisorsClient AcquisitionTeam DesignSales EnvironmentMarket ExecutivesBusiness Performance AnalyticsPeer CommunitiesTeam-Building ExperiencesProduct KnowledgeRegulations
About the role
Key responsibilities & impact- Deliver customized coaching/consulting to advisor field
- Facilitate high-value peer communities and team-building experiences
- Utilize internal business performance analytics for insights
- Partner with Market Executives for local programming support
Requirements
What you’ll need- Minimum of 10 years of coaching and consulting experience
- Deep understanding of wealth management, including product knowledge and regulations
- Proven experience coaching senior leaders in a results-driven, sales environment
- Experience coaching Financial Advisors and/or advisor teams preferred
- Strong knowledge of practice management, client acquisition, team design, etc.
- Ability to develop and execute growth strategies for sales leadership
Benefits
Comp & perks- Annual discretionary award based on performance
- Industry-leading benefits
- Access to paid time off
- Resources and support for employee impact and community contribution