Source Job

• Lead the tax-to-wealth expansion strategy, building scalable playbooks and operating models across tax practices.
• Partner with Client Development to drive conversion rates and revenue outcomes for high-potential tax client populations.
• Own performance management, executive reporting, and program governance to track pipeline health and growth metrics.

Mercer Advisors has been helping families amplify and simplify their financial lives for over 40 years by integrating financial planning, investment management, tax, estate, and insurance. Ranked #1 RIA firm by Barron's, they serve over 42,800+ families across 110+ U.S. cities and emphasize a flexible, diverse workplace with over half of employees being women.

• Own pipeline development across the four core k1xChange personas: GPs, LPs, tax firms, and fund administrators.
• Build and maintain executive relationships as a trusted advisor to senior decision-makers.
• Stand up a new industry consortium in partnership with the President.

K1x is the leading data distribution platform for alternative investments, providing an AI-powered SaaS solution that simplifies K-1 workflows. They work with more than 40,000 organizations and recently secured a $175M growth investment, fostering a collaborative, execution-focused culture built for operators and builders.

• Develop and cultivate relationships with RIAs, family offices, CIOs, and sophisticated wealth management firms.
• Educate advisors on ETF implementation, portfolio construction, tax-efficient investing, and long-term investment strategies.
• Partner with leadership to refine business development strategy and market positioning.

Hill Investment Group redefines how advisors and investors implement evidence-based investing through a differentiated ETF platform. The firm combines deep investment expertise with a collaborative, entrepreneurial culture focused on helping advisors make better portfolio decisions.

• Drive revenue growth and develop long-term sales strategies aligned with company goals.
• Lead and mentor high-performing sales teams, fostering a culture of accountability and collaboration.
• Partner with cross-functional teams including marketing, product, and finance to expand market share and optimize sales processes.

Keenfinity is a globally leading provider of innovative and professional security and communication solutions. With over 4,200 employees in over 50 countries, the company fosters a culture based on trust, appreciation, and accountability with a strong team spirit.

• Coach, mentor, and develop a team of Advisor Sales Executives to drive retirement plan sales through financial advisors.
• Own end-to-end sales metrics, forecasting, and strategy for the advisor channel using Salesforce.
• Build relationships with financial advisors and partner cross-functionally to grow distribution and accelerate plan launches.

Human Interest provides affordable retirement plans for small and medium-sized businesses, aiming to close the retirement gap. It is a high-growth fintech company backed by major investors, with a culture focused on customer obsession and autonomous teams.

• Partner with the Managing Director to develop and manage high-net-worth client relationships, including investment advisory and financial planning.
• Prepare customized investment proposals and provide comprehensive wealth management services using eMoney and Salesforce.
• Conduct regular client portfolio reviews and proactive communication, with approximately 50% travel for client meetings.

Kayne Anderson Rudnick is a distinguished asset and wealth management firm with over $50 billion in assets under management and a national team of 135 employees. The firm maintains a collaborative, respectful culture and has been recognized for best firm culture and top rankings.

• Build the finance function end-to-end, owning financial planning, reporting, forecasting, and cash management.
• Serve as a hands-on individual contributor, building robust financial models and supporting strategic decisions.
• Leverage AI and automation to create an efficient finance function that scales without linear headcount growth.

Geordie AI is an AI security company helping clients navigate agentic AI adoption and risk. It is a high-growth B2B SaaS company building a modern, automated finance function with a culture of momentum and kindness.

• Develop and execute strategic business development plans to drive revenue and expand market presence.
• Manage a large portfolio of client and prospect accounts, actively prospecting new business opportunities.
• Collaborate with service line leaders and mentor team members to enhance business development capabilities.

DMA is an employee-owned company that solves corporate tax challenges for over 50 years, serving some of the world's largest companies. It has a low turnover rate, a people-first mentality, and is Great Place to Work certified.

• Lead growth strategy for a portfolio of 2-3 enterprise clients, owning account plans and measurable outcomes.
• Build deep relationships across client organizations to drive adoption and incremental investment.
• Coordinate cross-functional teams to deliver client-centric solutions and report on account health.

Ren is a fintech company that enables financial institutions to integrate charitable giving into their offerings. The company values growth and strategic client relationships, fostering a culture of ownership and cross-functional collaboration.

• Provides strategic vision and supporting data to ensure the voice of the customer, client, and market is heard.
• Oversees sales and business development activities, including staffing, coaching, and performance of direct reports.
• Directs channel development, establishes sales territories and quotas, and analyzes sales statistics to maximize effectiveness.

Pathward is a financial empowerment company that works with innovators to increase financial availability, choice, and opportunity for all. They are a team of problem solvers and innovators who celebrate differences and embrace the voices of employees, customers, partners, and communities.

• Lead the end-to-end success journey of newly integrated partner firms through strategic relationship management.
• Build trusted relationships with firm principals and drive measurable outcomes in growth, retention, and operational alignment.
• Collaborate with cross-functional teams to identify opportunities, solve challenges, and create scalable processes.

The company is a network of advisory firms, providing support for transitions and growth. It offers a remote-first culture with a focus on collaboration and professional development.

• Lead a regional sales team to achieve commercial objectives and exceed targets through strategic planning and execution.
• Develop and mentor Regional Business Directors, building a high-performing culture of accountability and inclusion.
• Partner cross-functionally with Marketing, Market Access, and Compliance to ensure ethical operations and maximize product performance.

Xeris Pharmaceuticals is a growth-oriented biopharmaceutical company developing and commercializing innovative products across a range of therapies. With a strong foundation in proprietary formulation technologies and clinical development expertise, the company fosters a culture of integrity, collaboration, and high performance.

• Serve as a strategic partner to the CFO and executive leadership, translating enterprise strategy into financial plans and measurable outcomes.
• Own enterprise financial visibility and performance management, providing actionable insights into risks, opportunities, and key drivers.
• Lead FP&A, strategic planning, capital strategy, and team development to support a high-growth healthcare organization.

Imagine Pediatrics is a tech-enabled, pediatrician-led medical group reimagining care for children with special health care needs. As a growing organization, they foster a culture of accountability, continuous improvement, and professional growth.

• Lead the Business Development team and own full accountability for monthly, quarterly, and annual revenue targets.
• Recruit, onboard, and coach a high-performing team to become strategic consultants.
• Identify and nurture strategic partnerships to drive qualified referrals and manage high-value accounts.

Envision Horizons is a global marketplace growth agency specializing in Amazon, Walmart, and other major retail media networks, helping brands build awareness, capture market share, and drive profitability. The company fosters a culture of trust, curiosity, and collective expertise, with a diverse, tech-driven team that values flexibility and individual impact.

• Manage an assigned portfolio of Fintech clients and build long-term strategic partnerships.
• Actively hunt and prospect new-logo Fintech accounts to build a strong net-new pipeline.
• Align Experian capabilities to client objectives, drive revenue growth, and deliver exceptional client experiences.

Experian is a global data and technology company that powers opportunities for people and businesses by redefining lending, preventing fraud, and creating marketing solutions. With 22,500 employees across 32 countries, we foster a people-first culture that values inclusion, development, and work-life balance.

• Provide strategic leadership across two key client accounts in Medical Affairs and Commercial/Promotional.
• Build trusted relationships with senior stakeholders and oversee delivery of complex integrated programs.
• Drive commercial performance, mentor high-performing teams, and identify growth opportunities.

Nucleus Global is a global leader in the medical communications space with locations across Europe, US, and APAC, serving a portfolio of 90-plus clients. It is part of the Inizio Medical group, which includes three of the world's top medical communications companies, offering a friendly and informal working environment with opportunities for career growth.

• Lead, mentor, and develop a team responsible for delivering 3(16) fiduciary services to retirement plan clients.
• Ensure exceptional client service by overseeing relationships, resolving escalated issues, and maintaining high service standards.
• Drive operational efficiency by identifying opportunities to improve workflows, service delivery, and client satisfaction.

Strongpoint Partners is a tech-enabled retirement services platform serving small- to mid-sized businesses with integrated retirement and HR solutions. Recognized as one of Inc. 5000's Fastest Growing Private Companies and certified as a Great Place to Work, it offers a coast-to-coast network of 19 leading firms.

• Act as a key liaison for clients, ensuring total satisfaction and providing ongoing support.
• Develop customized financial plans for clients, covering budgeting, debt reduction, investing, and retirement.
• Collaborate with a team of like-minded individuals to share financial knowledge and strategies.

We tackle financial illiteracy worldwide, helping clients progress financially. We are a diverse team committed to excellence, offering training and online tools to support career growth.

• Drive territory growth by building strong client relationships and increasing assets under management.
• Develop and execute strategic sales plans to attract new business and retain existing accounts.
• Provide consultative investment guidance and serve as a trusted industry resource.

This global financial services organization helps advisors and institutions identify investment solutions aligned with their goals. The company fosters a collaborative culture with a focus on client outcomes and professional development.

• Serve as the second escalation point for complex client issues and support executive leadership with strategic updates.
• Lead and mentor the implementation team, driving high-quality planning and cross-functional collaboration.
• Develop strategies to meet performance guarantees and enhance client satisfaction through proactive decision-making.

AffirmedRx is a pharmacy benefit management company dedicated to improving healthcare outcomes by bringing clarity, integrity, and trust to the industry. They foster a culture of teamwork and integrity, with a focus on clinical excellence and transparency.