Monday , January 30 2023

Merrill Lynch Careers – FADP Performance Manager

Website Bank of America

Job Description:

The FADP Performance Manager supports management to develop, execute and achieve the advisor development goals of the market. The FADP 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 FADP partners with leadership to deliver coaching, training and performance assessments that support the development and success of all FADPs.

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Job Responsibilities:

  • Performance ratings and discretionary compensation will be directly tied to FADP scorecard results (what) and market leadership (how)
  • Help reinforce compliance, supervision, and provide risk management support of FADPs and their activity for market leadership
  • 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
  • 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
  • Under the direction of the Division FADP Performance Executive and with the partnership of the Market Executives, the FADP Performance
  • Manager works with the FADP Coordinators and OMT to ensure the FADPs are meeting and achieving hurdles.
  • Assess skills, knowledge and capability gaps through coaching and analysis; develop customized developmental plans to address

Job Requirements:

  • 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
  • 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
  • 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
  • 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
  • Proven ability to drive integration across products and drive results through superior delivery and sales management
  • Proactively builds trusted relationships with key partners/clients
  • Proven ability to drive integration across solutions and drive results through superior delivery and sales management
  • Proactively builds trusted relationships with key partners/clients

Job Details:

Company: Bank of America

Vacancy Type:  Full Time

Job Location: Raleigh, NC, US

Application Deadline: N/A

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