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ADP Market Leader

Merrill Wealth Management
Oklahoma City, Oklahoma; Oklahoma City, Oklahoma; Tulsa, Oklahoma
Commensurate with Experience
Closing date
May 23, 2024

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Job Role
Financial Advisor
Employment Type
Full Time
Experience Level
1-4 years
CFP® Certification

Job Details

Job Description:

•    Provide regulatory supervision and oversight to advisors
•    Ensure ADP participants are meeting and achieving hurdles
•    In alignment with national program, lead training and develop activities, tools, and routines to help enable Advisor Trainee productivity
•    Personal involvement with ADP participants who require heightened support to achieve success
•    Help reinforce compliance, supervision, and provide risk management support of ADP participants and their activity for market leadership
•    Lead pipeline management routines with teams and coach on pipeline execution
•    Support client acquisition efforts by maximizing lead potential via enterprise relationships Strategy & Accountability
•    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
•    Coaching and Development: Work closely with advisor trainees, coaching for successful professional growth and development.  Build and manage relationships across the franchise. Coach and counsel Advisor Trainees on strategic business drivers.
•    Sales Force Expansion: Support sales management in executing sale force growth plans. Support effective Advisor recruiting strategies. 
•    Sales Supervision: Administer superior sales supervision/practices in the market.

•    Ability to attract, recruit and retain an effective sales and operations team
•    Must demonstrate excellent communication skills. 
•    Strong relationship building and business partnering skills. 
•    Ability to interact effectively with senior management. 
•    Ability to work effectively across organizational boundaries. 
•    Strong influencing and leadership skills. 
•    Self-motivated and proactive, with the ability to balance multiple priorities. 
•    Ability to balance business and corporate perspectives. 
•    Sound business judgment and acumen. 
•    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
•    Communicates strategic business plans and tactical sales goals clearly and effectively at all levels
•    3+ years industry experience with a leading firm 
•    5+ years of demonstrated experience with sales and building, leading, managing and coaching a team
•    Series 7 & 66 (63 and 65) required and Series 9 & 10 or (4,24,53 combination), If Series 9 & 10 not currently held, must be obtained within 120 days.
•    Travel required: Will vary depending on geography

Job Band:

1st shift (United States of America)

Hours Per Week:


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