Fadp Performance Manager - (3 Openings) San Francisco Market, Menlo Park Market, East Bay Market

Bank Of America Corporation San Francisco , CA 94118

Posted 2 months ago

Job Description:

Advisor Development Manager (ADM) Job Description- (3 openings)-San Francisco SC North Bay Market, Menlo Park & Associates Market & East Bay Market

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 Lynch's 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 Advisor Development Manager (ADM) supports management to develop, execute and achieve the advisor development goals of the market. The ADM 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 ADM 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 Advisor Development Division 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

  • Bachelor's degree or higher, strongly preferred

Bank of America will consider for employment qualified applicants with criminal histories consistent with San Francisco ordinance 17-14 and federal law applicable to Bank of America.

Posting Date: 12/12/2018

Location: Pleasanton, CA, 4900 HOPYARD RD (CA4808), Walnut Creek, CA, 1331 N CALIFORNIA BLVD (CA4813), Mill Valley, CA, 2 BELVEDERE PL (CA4814), San Francisco, CA, 555 California St (CA5705), Palo Alto, CA, 3075A Hansen Way (CA5820), - United States

Travel: Yes, 50% of the time

Full / Part-time: Full time

Hours Per Week: 40

Shift: 1st shift

icon no score

See how you match
to the job

Find your dream job anywhere
with the LiveCareer app.
Mobile App Icon
Download the
LiveCareer app and find
your dream job anywhere
App Store Icon Google Play Icon

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
Executive Director Commercial Middle Market Treasury Sales Regional Manager San Francisco

Jpmorgan Chase & Co.

Posted 2 days ago

VIEW JOBS 5/18/2019 12:00:00 AM 2019-08-16T00:00 Executive Director - Commercial Middle Market Treasury Sales Regional Manager - San Francisco Req #: 190026356 Location: San Francisco, CA, US Job Category: Relationship Management/Sales Job Description: Executive Director Commercial Middle Market Treasury Sales Regional Manager San Francisco The Middle Market & Specialized Industries (MMBSI) Treasury Sales team serves the Commercial Banking Middle Market client segment targeting clients in the $20-$500MM revenue space. The Executive Director Middle Market & Specialized Industries Regional Manager reports to the Western Head of Treasury Solutions Sales and will have overall responsibility for managing a Treasury Sales Team. Maintains and develops trusted advisor relationships with MMBSI executive leadership and is part of Western MMBSI leadership team. The Regional Sales Leader develops partnerships with Bankers, Client Service, Product Leadership and Implementation teams. The Regional Manger plays a key role in the development of the team with a focus on delivering an exceptional experience for clients while mitigating risk and appropriately guiding the team. Develops and executes a localized sales strategy while leading and managing key client pursuits and relationships. Principle Duties and Responsibilities * Lead a geographically diverse Treasury Sales providing leadership, coaching and development on all aspects needed to achieve performance * Work with local and national leadership to formulate and execute sales strategy for Treasury Solutions * Monitor staff performance, provides coaching, recognition and feedback. * Oversee the development of actionable relationship plans for select clients. * Manage, guide and coach development of client proposals/presentations. * Build collaborative internal relationships--with Coverage Leadership, Bankers, and internal partners. * Participates in partner meetings and communicates key Treasury Management messages. * Aligns daily activities to drive strategic business objectives. * Engages in a disciplined marketing process and quality call activities. * Manages customer expectations by communicating upfront timelines and deliverables. As needed, partners with the client to ensure a successful implementation of treasury solutions. * Takes ownership issues and leverages the appropriate resources to champion results. Ideal candidates have a strong track record of leading Sales team in the Financial Services industry and a proven record of successful selling. A strong history of building internal and external strategic selling networks will be key to your success. You must be a master of all aspects of direct selling including developing national relationships for lead generation. In addition, you will be responsible for establishing solid partnerships with other JPMorgan Chase businesses in your region to identify and close cross-sell corporate card opportunities. Responsibilities include: * Bachelors Degree, MBA or Masters in Finance or related field * 10+ years experience in Treasury Services, Financial Services or related business experience * 3+ years of sales management experience * Lead regional Treasury Solutions sales team * Recruit, train, lead, coach, and motivate team * Cultivate larger prospect relationships that are regional in scope * Develop regional strategies to drive key metrics growth * Monitor and analyze performance metrics to evaluate effectiveness relative to key metric performance and goals * Support and implement enterprise strategies and tactics to improve performance, efficiency and partner service * Plan and direct teams' daily activities * Demonstrate exceptional leadership, follow-up and project management skills * Lead/execute special projects and assignments as required * Experience in managing geographically distributed team, and a direct sale team * Sales management in an outside business to business sales environment with a documented track record of success / top performance * Strong coaching, motivation and leadership skills; ability to network, recruit, train, and develop a strong sales team. * Ability to develop, drive and articulate strategy and vision for the team and lead a sales force Jpmorgan Chase & Co. San Francisco CA

Fadp Performance Manager - (3 Openings) San Francisco Market, Menlo Park Market, East Bay Market

Bank Of America Corporation