Senior Director, Tax Wealth Expansion
New
M
Mercer AdvisorsWealth Management
Remote, USAFull-TimeDirector
Salary$170,000 — $200,000 USD
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Job Details
- Experience
- 10+ years
- Required Skills
- Project Management
Requirements
- Bachelor's degree in Business, Finance, Accounting, Marketing, or a related field.
- 10+ years of experience in growth roles within wealth management, tax advisory, family office, or related professional services.
- Deep expertise in growth strategy, marketing, client development, and cross-functional revenue expansion programs.
- Demonstrated success in leading tax-to-wealth, cross-sell, client expansion, or integrated advisory programs.
- Strong leadership and project management skills with ability to influence cross-functional teams.
- Proven experience building processes, operating models, and scalable growth programs.
- Strong executive presence and communication skills.
- Analytical mindset with experience in pipeline management, reporting, forecasting, and performance metrics.
Responsibilities
- Develop and execute the firm's tax-to-wealth growth strategy, establishing conversion, revenue, and AUM goals.
- Partner with M&A, market leadership, and tax leaders to integrate and activate newly acquired tax firms.
- Develop processes to identify high-potential opportunities within tax client populations.
- Own marketing strategies, including content and nurture programs, to expand tax-only client relationships.
- Create education programs and frameworks to enable tax professionals to identify and refer advisory opportunities.
- Manage program governance, track performance metrics, and lead business reviews with senior leadership.
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