Jobgether

Jobgether

Senior Director, Tax Wealth Expansion

US · Director

Sponsorship not specified$170k-$200kDetected 1 day ago
ComplianceProject ManagementStakeholder ManagementPipeline ManagementAccountingForecastingTaxPerformance ManagementLeadershipCommunicationCollaborationPublic Speaking

About the role

  • The position combines strategic leadership, operational excellence, growth strategy, and cross-functional collaboration across tax, wealth, marketing, and client development teams.
  • This is a senior-level opportunity for an experienced professional who thrives in complex, evolving environments and can influence executive stakeholders.
  • Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company.

Responsibilities

  • Develop and execute a comprehensive tax-to-wealth expansion strategy, including goals for penetration, conversion, revenue growth, and assets under management.
  • Build scalable playbooks, processes, and operating models that enable consistent expansion across tax practices and markets.
  • Partner with leadership teams to activate newly integrated tax practices and accelerate adoption of advisory and wealth management solutions.
  • Create onboarding and engagement strategies that connect tax professionals with internal resources, tools, and growth opportunities.
  • Develop opportunity identification frameworks to uncover high-potential client relationships, planning needs, and advisory opportunities.
  • Create enablement resources, training programs, and communication tools that help tax professionals identify and introduce wealth management opportunities.
  • Own program governance, performance measurement, executive reporting, and continuous improvement initiatives.

Requirements

  • The ideal candidate is a strategic growth leader with experience in wealth management, tax advisory, professional services, or related industries.
  • They should have a strong understanding of client expansion strategies, operational execution, and cross-functional leadership, with the ability to translate business opportunities into scalable programs.
  • Bachelor's degree in Business, Finance, Accounting, Marketing, or a related field.
  • 10+ years of experience in growth strategy, client development, wealth management, tax advisory, family office, accounting, or professional services environments.
  • Strong project management skills with the ability to influence teams across multiple functions.
  • Ability to operate effectively in complex environments while balancing strategic priorities with hands-on execution.

Compensation

  • Competitive annual base salary range of $170,000–$200,000 USD, based on experience, skills, qualifications, and location.

Benefits

  • Comprehensive medical coverage options, including high-deductible and traditional plans.
  • Health Savings Account (HSA) with employer contributions for eligible plans.
  • Dental and vision insurance coverage.
  • Company-paid life insurance, accidental death and dismemberment insurance, and short- and long-term disability coverage.
  • Supplemental insurance options including accident, critical illness, hospital indemnity, and additional life coverage.
  • 401(k) retirement plan with employer matching and traditional, Roth, and after-tax options.
  • Generous paid time off, sick leave, and 14 company-paid holidays, including a full week off at Thanksgiving.
  • Paid parental leave and family support programs, including adoption assistance reimbursement.
  • Collaborate with marketing and business teams to design targeted campaigns, educational programs, and nurture strategies that increase client engagement.
  • Monitor revenue performance, conversion metrics, pipeline health, and adoption of expansion strategies while recommending improvements to leadership.
  • Remote work flexibility with support for a dedicated home office environment.

Company info

  • We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements.
  • The final decision and next steps (interviews, assessments) are managed by their internal team.
  • We appreciate your interest and wish you the best!
  • Why Apply Through Jobgether?
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This listing is sourced directly from Jobgether's careers page and normalized into a canonical job model.