Senior Director, Tax Wealth Expansion

About this role

Why Work at Mercer Advisors?

For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.

Today, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*

Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.

Join us and help families amplify and simplify their financial lives with confidence.

* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology here .

Job Summary:

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.

Essential Job Functions for this role include:

Tax Wealth Expansion Strategy

• 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.

Tax Firm Integration & Activation

• 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.

Opportunity Identification

• 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.

Client Marketing & Nurture Programs

• 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.

Tax Advisor Enablement

• 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.

Performance Management & Executive Reporting

• 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 improveme

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