Senior Director, Tax Wealth Expansion
New
J
JobgetherFinance, Wealth Management
Based in the United StatesFull-TimeDirector
SalaryCompetitive annual base salary range of $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 strategy, client development, wealth management, tax advisory, family office, accounting, or professional services environments.
- Demonstrated success leading client expansion, cross-sell, referral, integrated advisory, or tax-to-wealth growth programs.
- Strong expertise in developing growth strategies, marketing initiatives, and revenue expansion frameworks.
- Proven ability to build scalable processes, operating models, and performance management systems.
- Strong project management skills with the ability to influence teams across multiple functions.
- Excellent executive presence and communication skills, with experience presenting insights and recommendations to senior leadership.
- Analytical mindset with experience managing pipelines, forecasting, reporting, and performance metrics.
- Ability to operate effectively in complex environments while balancing strategic priorities with hands-on execution.
- Strong leadership, collaboration, and stakeholder management skills.
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.
- Establish pipeline management, reporting, forecasting, and conversion processes in partnership with client development teams.
- Collaborate with marketing and business teams to design targeted campaigns, educational programs, and nurture strategies that increase client engagement.
- 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.
- Monitor revenue performance, conversion metrics, pipeline health, and adoption of expansion strategies.
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