Mercer Advisors

Senior Director, Tax Wealth Expansion

Remote, USA · Director

Sponsorship not specified$170k-$200kDetected 2 days ago

Project ManagementAccountingForecastingM&ATaxPerformance ManagementHRISLeadershipCommunication

About the role

This leader serves as the accountable business owner for Mercer Advisors' tax-to-wealth expansion strategy across existing and newly acquired tax practices.
As Mercer Advisors continues to expand its tax capabilities through the acquisition of tax practices, tax has become an increasingly important entry point to deeper client relationships.
Success requires a unique blend of tax industry knowledge, strategic thinking, operational rigor, and executive influence.

The role is responsible for building and scaling the playbooks, marketing programs, operating rhythms, partnerships, and opportunity management processes that drive growth.
The role partners closely with Client Development leadership to improve conversion rates and drive growth but does not directly manage sales teams or individual RVP pipelines.
Develop and execute Mercer Advisors' tax-to-wealth growth strategy.
Build scalable playbooks and operating models across tax practices.
Partner with Client Development, M&A, market leadership, and tax leaders to activate newly acquired tax firms.
Develop processes to identify high-potential opportunities within tax client populations.
Partner with Client Development leadership to establish tax-specific opportunity management, pipeline reporting, forecasting, and conversion disciplines that support Regional Vice Presidents (RVPs).
Own marketing strategies designed to expand tax-only client relationships.

This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM.
At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.
All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period.

Bachelor's degree in Business, Finance, Accounting, Marketing, or related field.
10+ years of experience in growth roles in wealth management, tax advisory, family office, accounting, or related professional services.
Deep expertise in growth strategy, marketing, client development, and cross-functional revenue expansion programs.
Demonstrated success leading tax-to-wealth, cross-sell, client expansion, referral, or integrated advisory programs.
Strong leadership and project management skills with the ability to influence cross-functional teams.
Strong executive presence and communication skills.
Analytical mindset with experience managing pipelines, reporting, forecasting, and performance metrics.

$170,000 - $200,000 USD
Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant's geographic location, relevant experience, education, skills and licenses/certifications.
This position is also eligible to earn incentive compensation through one of Mercer Advisors' incentive compensation programs.
Base Pay Range

Company Paid Short-Term and Long-Term Disability Insurance
Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
Kaiser Medical plans available in California
Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.
Two comprehensive Dental Plans
Vision Insurance Plan
Generous paid time off program for vacation and sick days
Family Medical Leave
Paid Parental Leave (8 weeks)

This listing is sourced directly from Mercer Advisors's careers page and normalized into a canonical job model.