1+ months

Merrill Lynch FADP Performance Manager Ohio Valley/Cincinnati

Cincinnati, OH 45217
**Job Description:**



**_FADP Performance Manager (FPM) Job Description_**



_Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Lynch 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 Lynchs financial advisors help clients pursue the life they envision through a one-on-one relationship with an advisor committed to their needs. We believe trust comes from transparency. Our trusted financial advisors are equipped with access to the investment insights of Merrill Lynch coupled with the banking convenience of Bank of America._



**Position Overview**



The Financial Advisor Development Program Performance Manager (FPM) supports management to develop, execute and achieve the advisor development goals of the market. The FPM is responsible for overseeing the day-to-day management of the Financial Advisor Development Program (FADPs) participants within the market, ensuring a consistent experience that is strictly aligned to the national program. The FPM partners with leadership to deliver coaching, training and performance assessments that support the development and success of all FADPs.



**Key Responsibilities**



**Advisor Development & Training**



+ Under the direction of the Market Executives and the Division FADP Performance Executives, and in partnership with the FADP Coordinators, ensure FADPs are meeting and achieving hurdles

+ Assess skills, knowledge and capabilities gaps through coaching and analysis; develop customized developmental plans to address

+ In alignment with national program, lead training and develop activities, tools and routines to help enable FADP productivity

+ Personal involvement with FADPs who require heightened support to achieve success

+ Help reinforce compliance, supervision, and provide risk management support of FADPs and their activity for market leadership



**Pipeline Management**



+ Lead pipeline management routines with teams and coach on pipeline execution

+ Support client acquisition efforts by maximizing lead potential via enterprise relationships



**Strategy & Accountability**



+ Work with Market Executives to develop and implement strategies to drive growth initiatives throughout the market

+ 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

+ Performance ratings and discretionary compensation will be directly tied to FADP scorecard results (what) and market leadership (how)



**Required Skills**



+ Candidates are strongly preferred to currently hold Series 7 AND Series 66 (or Series 63 AND Series 65), equivalent licenses. If applicant does not currently hold these licenses, these licenses must be acquired within a specific timeframe

+ 3+ years leading, coaching, and managing high performing sales teams within the financial services industry

+ Strong knowledge of the FADP or Consumer training programs preferred

+ 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

+ Experience in building effective client minded sales strategies which impact the business line

+ Projects enthusiasm, optimism, and determination

+ Communicates strategic business plans and tactical sales goals clearly and effectively at all levels



**Desired Skills:**



+ Bachelors degree or higher, strongly preferred



**_Enterprise Role Overview_**



_Lead and participate in routines with market level and FADP partners to ensure alignment and buy-in of FADP strategy_

_Drive consistent routines within the market to ensure FADPs are meeting and achieving hurdles as appropriate, maintaining alignment to the national program_

_Accountable to support market results_

_Personally involvement with FADPs who require heightened support to achieve success_

_In partnership with the FADP-C, coach, monitor, and track FADP progress, this includes 1:1 and group coaching, role playing, call nights, and other innovative solutions_

_Monitor FADP progress and identify gaps/opportunities; funnel up to ME and other key stakeholders_

_Help reinforce compliance, supervision, and provide risk management support for Market leadership_

_Support leaders in implementing effective performance management including goal setting, incentive, and other reward and recognition mechanisms_



_Series 7, 66_

_Proven track record of coaching and improving performance in others_

_3+ years leading, coaching, and managing high performing sales teams within the financial services industry_

_Proven ability to drive integration across products 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_

_Experience in building effective client minded sales strategies which impact the business line_

_Projects enthusiasm, optimism, and determination_

_Communicates strategic business plans and tactical sales goals clearly and effectively at all levels_



**Posting Date** : 05/30/2019



**Location** :

Cincinnati, OH, 5905 E GALBRAITH RD (OH4590),

- United States



**Travel** : Yes, 50% of the time



**Full / Part-time** : Full time



**Hours Per Week** : 40



**Shift** : 1st shift



**Assistance for Applicants with Disabilities**



Bank of America is committed to ensuring that our online application process provides an equal employment opportunity to all job seekers, including individuals with disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to submit an application, please visit the Applicants with Disabilities page at http://careers.bankofamerica.com/us/applicants-with-disabilities .



**Diversity & Inclusion**



At Bank of America, our commitment to diversity and inclusion is helping us to create not only a great place to work, but also an environment where our employees, our customers and our communities around the world can reach their goals and connect with each other. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.



**Frequently Asked Questions**



Need to know how to apply online, view a list of your submitted job applications or reset your password? Visit our FAQ at http://careers.bankofamerica.com/us/faq section for answers to these questions and more.

Industry

  • Banking / Finance
Posted: 2019-06-03 Expires: 2019-08-30

Success begins with building relationships.

At Bank of America, our customers are at the center of everything we do. Our focus is on helping each one find the right financial solutions. With a wide range of career opportunities available, we invite you to realize your career goals with us while assisting customers with what matters most to them.

Welcome to Careers at Bank of America.


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Merrill Lynch FADP Performance Manager Ohio Valley/Cincinnati

Bank of America
Cincinnati, OH 45217

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