Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill 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’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Job Description: Leads Regional sales force ensuring sales goals are met or exceeded. Responsible for communicating sales goals, monitoring progress, and developing strategies to meet goals. Communicates sales/marketing policies, decisions, and updates to associates Creates and/or leads sales councils or forums to identify and share best practices. May assist with the selection and onboarding of new sales talent and executives. May design and deliver segment specific reward programs in concert with the corporate Recognition and Reward team. May work with Finance or other business partners to validate that the appropriate sales metrics are being used and reporting capabilities are in place. Has previous sales experience and proven sales results evidenced by opening new markets or turning around existing markets. Has experience coaching sales teams and interacting with executives. Has the ability to communicate and influence verbally and in writing to multiple levels and audiences. Skills: Leadership Coaching Executive Presence Influence Performance Management Relationship Building Customer and Client Focus Hiring and Onboarding Networking Sales Performance Management Sales Strategy Adaptability Continuous Improvement Recruiting Result Orientation Risk Management Primary Responsibilities Directly lead and manage a team of 25-30 WMB Specialists within a market Responsible for communicating sales goals, monitoring progress, and developing strategies to meet goals Leads and develops sales force to ensure sales goals are met or exceeded Translate strategy into actionable plans, diagnosing team performance and gaps in order to develop action plans to drive sales productivity and risk management Communicates sales/marketing policies, decisions, and updates to associates Creates and/or leads sales councils or forums to identify and share best practices. Manage and execute end-to-end talent management process including market expansion, hiring, on-boarding, proficiency of sales management; perform performance reviews and provide constructive feedback and coaching May assist with the selection and on-boarding of new sales talent and executives. May design and deliver segment specific reward programs in concert with the corporate Recognition and Reward team. May work with Finance or other business partners to validate that the appropriate sales metrics are being used and reporting capabilities are in place Required Skills Minimum 3 years of successful sales and/or bank operations experience Proven track record of coaching and improving performance in others Proactively builds trusted relationships with key partners/clients Can quickly learn business, priorities, challenges, and goals Can attract, recruit and retain an effective sales and operations team Demonstrated experience coaching sales teams and interacting with executives. Ability to communicate and influence verbally and in writing to multiple levels and audiences Strong organizational skills including the ability to manage multiple responsibilities, prioritize, and delegate tasks Strong financial and business acumen including experience in leading managers and interpreting financial reports to drive profitability Demonstrated ability to meet deadlines and excellent time management skills Proficiency in computer skills and professional programs (e.g. Microsoft Office) Preferred Skills Undergraduate college degree Prior sales management experience Prior experience managing a team across a large geography 5+ years of successful sales experience Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - IL - Chicago - 110 N Wacker Dr - Bank Of America Tower Chicago (IL4110) Pay and benefits information Pay range $125,000.00 - $175,000.00 annualized salary, offers to be determined based on experience, education and skill set. Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company. Benefits This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve. Bank of America is committed to help employees through the transition period when they’re displaced as a result of a workforce reduction, realignment or similar measure. Please review the resume writing and interviewing tips provided below to help prepare you for your next career opportunity. Getting started Regardless of the position you are interested in, the starting points to building your resume are the same: 1. Determine the job or types of jobs you want to do and research their responsibilities and qualifications. 2. Think about why you can do the job and make a list of your skills that are relative to the job. 3. Identify experiences or accomplishments that show your proficiency in the skills required for the job. 4. Summarize your abilities, accomplishments and skills into a brief, concise document. Considerations when writing a resume • Do be brief. Resumes should be 1-2 pages in length. • Do be upbeat and active in your wording. • Do emphasize what you have done clearly and concretely. • Do be neat and well organized. • Do have others proofread and critique your resume. Spell check. Make it error free. • Do use high quality, white or light colored 8½ x 11 paper. Use a laser printer if possible. • Don't be dishonest, always tell the truth about yourself in the most flattering light. • Don't include salary history or requirements. • Don't include references. • Don't include accomplishments that do not support your professional goals. • Don't include anything that isn't relevant. (For example, don't mention your fondness for swimming unless you want to work on the water.) • Don't use italics, underlining, shadows or other fancy treatments. Seven steps to a successful interview 1. Anticipate –Put yourself in the interviewer's position. What do you believe the interviewer is most interested in? Why do you think you have been invited to interview? 2. Research –What are the primary functions of the line of business? What are the success factors for the job? Is there a job description available? 3. Assess –Think about your skills, abilities, knowledge, interests, traits, values and accomplishments. Match them to what you know about the job. Consider which ones you should highlight. 4. Prepare Answers –Think about what the interviewer may ask, determine what the best answer is and write it down. 5. Prepare Questions – Interviewing is a two-way street. By asking thoughtful questions, you communicate your interest and learn a lot about the job. Choose two or three questions to ask your interviewer. Avoid asking a lot of questions about vacation time or breaks. 6. Practice – It may seem awkward, but it is the best way to come across well in an interview. Practice your own "great responses" with others or in front of a mirror until you appear relaxed and at ease. 7. Follow-up – Send a brief follow-up letter to the interviewer. Keep in mind that the many job searchers will not send a follow-up letter. Sending one can become a competitive advantage. Pay Transparency - https://careers.bankofamerica.com/en-us/pay-transparency Privacy Statement - https://careers.bankofamerica.com/en-us/privacy-notice

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