Senior Director, Client Wealth Expansion

Job Description

Job Description

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, Client 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 improvements.
• Drive accountability across stakeholders while continuously improving program effectiveness.

Knowledge, Skills, and Abilities:

• 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.

The Senior Director will be accountable for:

• 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.

Work Schedule:

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.

Working Conditions:

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.

Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant's geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors' incentive compensation programs.

Base Pay Range

$170,000—$200,000 USD

Benefits:

Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:

• Company Paid Basic Life & AD&D Insurance
• Company Paid Short-Term and Long-Term Disability Insurance
• Supplemental Life & AD 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

We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.

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.

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

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