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MLWM Business Development Manager

Job Description:

Business Development Manager - Role Description

Position Overview

The Business Development Manager supports multiple Merrill markets within a large metropolitan area to support experienced advisor (Advisor Growth Program) hiring and new client acquisition goals in the market(s). She/he will oversee day to day hiring pipeline management, and execute new client acquisition strategy & tactics in the market(s). The role reports into the National Business Development Executive and works day to day with Merrill Lynch Market Executive(s) & key market leadership.

Key Responsibilities

Build & manage the pipeline and the hiring process for AGP candidates
Focus on acquiring experienced advisors that reflect the diversity unique to the communities served
Partner with Merrill leadership to lead, drive and manage the acquisition strategy and tactics to achieve market results
Work closely with Market Executives and RDs to coach FAs, by providing training resources, and leveraging the assistance of the aligned national and local Advisor Growth Network (AGN).
Partner with cross LOB partners and specialists to promote successful inbound referral conversion to support new client acquisition
Plan and deliver events focused on client acquisition (securing speakers, content, etc.)
Drive efficiency of advisor business development processes, reporting, and inspection
Partner with leadership to manage and mitigate risk and protect the interests of the client, market, and firm

Required Skills:

5-7 years of experience leading business development performance and/or sales leadership, with a proven track record of success
Deep knowledge of how to enable a sales force to operate effectively through tools, inspection, etc.
Must be analytical, organized and have the ability to manage competing priorities
Proven ability to drive integration across solutions and drive results through superior delivery and sales management
Strong coaching & executive presentation skills: ability to present key messages, recommendations and information in a clear, concise and insightful way
Strong relationship-building skills: ability to effectively influence across the matrix of partners and leaders and the market
Comfortable taking initiative and being resourceful/entrepreneurial
Deep understanding of the structure of the BAC franchise, key priorities & products and be able to navigate the organization
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.

Job Band:

Shift:

1st shift (United States of America)

Hours Per Week:

Weekly Schedule:

Monday - Friday 8am-5pm

Referral Bonus Amount:

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Job Description:

Business Development Manager - Role Description

Position Overview

Key Responsibilities

Build & manage the pipeline and the hiring process for AGP candidates
Focus on acquiring experienced advisors that reflect the diversity unique to the communities served
Partner with Merrill leadership to lead, drive and manage the acquisition strategy and tactics to achieve market results
Work closely with Market Executives and RDs to coach FAs, by providing training resources, and leveraging the assistance of the aligned national and local Advisor Growth Network (AGN).
Partner with cross LOB partners and specialists to promote successful inbound referral conversion to support new client acquisition
Plan and deliver events focused on client acquisition (securing speakers, content, etc.)
Drive efficiency of advisor business development processes, reporting, and inspection
Partner with leadership to manage and mitigate risk and protect the interests of the client, market, and firm

Required Skills:

5-7 years of experience leading business development performance and/or sales leadership, with a proven track record of success
Deep knowledge of how to enable a sales force to operate effectively through tools, inspection, etc.
Must be analytical, organized and have the ability to manage competing priorities
Proven ability to drive integration across solutions and drive results through superior delivery and sales management
Strong coaching & executive presentation skills: ability to present key messages, recommendations and information in a clear, concise and insightful way
Strong relationship-building skills: ability to effectively influence across the matrix of partners and leaders and the market
Comfortable taking initiative and being resourceful/entrepreneurial
Deep understanding of the structure of the BAC franchise, key priorities & products and be able to navigate the organization
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.

Job Band:

Shift:

1st shift (United States of America)

Hours Per Week:

Weekly Schedule:

Monday - Friday 8am-5pm

Referral Bonus Amount:

Job Description: Business Development Manager - Role Description

Position Overview

The Business Development Manager supports multiple Merrill markets within a large metropolitan area to support experienced advisor (Accelerated Growth Program) hiring and new client acquisition goals in the market(s). She/he will oversee day to day hiring pipeline management, and execute new client acquisition strategy & tactics in the market(s). The role reports into the National Business Development Executive and works day to day with Merrill Lynch Market Executive(s) & key market leadership.

Key Responsibilities

Build & manage the pipeline and the hiring process for AGP candidates
Focus on acquiring experienced advisors that reflect the diversity unique to the communities served
Partner with Merrill leadership to lead, drive and manage the acquisition strategy and tactics to achieve market results
Work closely with Market Executives and RDs to coach FAs, by providing training resources, and leveraging the assistance of the aligned national and local Advisor Growth Network (AGN).
Partner with cross LOB partners and specialists to promote successful inbound referral conversion to support new client acquisition
Plan and deliver events focused on client acquisition (securing speakers, content, etc.)
Drive efficiency of advisor business development processes, reporting, and inspection
Partner with leadership to manage and mitigate risk and protect the interests of the client, market, and firm

Required Skills:

5-7 years of experience leading business development performance and/or sales leadership, with a proven track record of success
Deep knowledge of how to enable a sales force to operate effectively through tools, inspection, etc.
Must be analytical, organized and have the ability to manage competing priorities
Proven ability to drive integration across solutions and drive results through superior delivery and sales management
Strong coaching & executive presentation skills: ability to present key messages, recommendations and information in a clear, concise and insightful way
Strong relationship-building skills: ability to effectively influence across the matrix of partners and leaders and the market
Comfortable taking initiative and being resourceful/entrepreneurial
Deep understanding of the structure of the BAC franchise, key priorities & products and be able to navigate the organization
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.

Shift:

1st shift (United States of America)

Hours Per Week:

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