Senior Director, Tax Wealth Expansion

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Mercer Advisors

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 1985

💳 Fintech

💸 Finance

👥 B2C

Fintech • Finance • B2C

Mercer Advisors is a comprehensive financial advisory firm that focuses on simplifying and amplifying clients' financial lives. They offer a family office-style service, providing a unified team of financial planners, investors, accountants, and estate specialists who tailor financial plans to individual needs. With over 40 years of experience, the firm emphasizes personalized, fiduciary-focused service without compromising on institutional-grade portfolio management, making it accessible for families and individuals seeking to enhance their financial future.

📋 Description

• 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. • 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). • 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. • Create and maintain referral, introduction, and client engagement frameworks. • Own program governance, performance measurement, and executive reporting.

🎯 Requirements

• 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.

🏖️ Benefits

• Company Paid Basic Life & AD&D Insurance • 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 • Dependent Care Savings Account for child and dependent care. • 14 Company Paid Holidays including a full week off at Thanksgiving. • Generous paid time off program for vacation and sick days • Employee Assistance Plan • Family Medical Leave • Paid Parental Leave (8 weeks) • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time. • Adoption Assistance Reimbursement Program • Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more. • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option • Pet Insurance • Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing