Senior Director, Tax Wealth Expansion

Mercer Advisors is seeking a Senior Director, Tax Wealth Expansion, to lead one of the firm's highest-priority growth initiatives: converting tax-only clients into comprehensive wealth management clients.

This leader serves as the accountable business owner for Mercer Advisors' tax-to-wealth expansion strategy across existing and newly acquired tax practices. The role is responsible for building and scaling the playbooks, marketing programs, operating rhythms, partnerships, and opportunity management processes that drive growth.

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. Clients are seeking integrated guidance that goes beyond tax preparation to encompass proactive planning across their full financial lives, creating a significant opportunity to deliver greater value, extend Mercer’s breadth and depth of services, and ensure tax relationships serve as a natural pathway to broader fiduciary advice and long-term client value.

Success requires a unique blend of tax industry knowledge, strategic thinking, operational rigor, and executive influence. While Regional Vice Presidents (RVPs) are responsible for client-facing sales activities and closing business, this leader owns the overall effectiveness of the tax-to-wealth growth engine and revenue outcomes. 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.
• Establish penetration, conversion, revenue, and AUM goals.
• Build scalable playbooks and operating models across tax practices.
• Identify opportunities to deepen client relationships and accelerate growth.

• Partner with Client Development, M&A, market leadership, and tax leaders to activate newly acquired tax firms.
• Create onboarding and engagement plans that connect tax professionals to Mercer resources and capabilities.
• Accelerate adoption of Mercer planning, advisory, and wealth management solutions within acquired firms.
• Establish best practices that can be replicated across future acquisitions.

• 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).
• Partner closely with Client Development leadership, tax leaders, and RVPs to review opportunity flow, identify barriers to conversion, surface growth opportunities, and improve business outcomes.
• Create frameworks for identifying client complexity, planning gaps, liquidity events, and other advisory opportunities.
• Monitor pipeline health and revenue outcomes across tax-to-wealth initiatives, recommending actions and operational improvements to Client Development and market leaders.

• Own marketing strategies designed to expand tax-only client relationships.
• Partner with Marketing, Wealth Solutions, and Tax leadership to develop content, campaigns, and client education programs.
• Drive email, webinar, direct outreach, and nurture strategies that increase awareness of Mercer Advisors' comprehensive offering.
• Build segmented client journeys and engagement programs that support long-term conversion goals.

• Develop education programs, tools, and talking points that help tax professionals identify opportunities and confidently discuss Mercer capabilities.
• Create and maintain referral, introduction, and client engagement frameworks.
• Share best practices, success stories, and conversion insights across the organization.
• Drive adoption of the tax-to-wealth playbook across tax offices and markets.

• Own program governance, performance measurement, and executive reporting.
• Track revenue, AUM, opportunity pipeline, conversion metrics, and engagement outcomes, partnering with Client Development leadership to identify trends and performance improvement opportunities.
• Lead business reviews with senior leadership and recommend program improvements.
• Drive accountability across stakeholders while continuously improving program effectiveness.

• 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.  
• Proven ability to build processes, operating models, and scalable growth programs.
• Strong executive presence and communication skills.
• Analytical mindset with experience managing pipelines, reporting, forecasting, and performance metrics.

• Tax-to-wealth revenue and AUM growth.
• Conversion rates of tax-only clients to wealth management clients.
• Opportunity pipeline health and progression metrics.
• Regional Vice President and tax professional adoption of tax-to-wealth programs and playbooks.
• Integration and activation outcomes for newly acquired tax practices.

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.

This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions.  Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements.  Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs.

Application Deadline: The initial deadline for applications is 8/30/2026. Applications submitted after this date may still be considered on a rolling basis until the position/program is filled. We encourage all interested candidates to apply as early as possible. If a final decision has not been made by the initial deadline, subsequent applications will be reviewed as they are received.

Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.

If you need an accommodation during the application or hiring process, please email PeopleTeam@merceradvisors.com. This inbox is for accommodation requests only.

For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights.

If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here.
CCPA Notice at Collection