Senior Director, Tax Wealth Expansion

Key Responsibilities:

• Develop and execute Mercer Advisors' tax-to-wealth growth strategy, establishing penetration and conversion goals.
• Partner with Client Development, M&A, and tax leaders to activate newly acquired tax firms and create onboarding plans.
• Identify high-potential opportunities within tax client populations and build frameworks for client complexity and planning gaps.

Marketing & Enablement:

• Own marketing strategies to expand tax-only client relationships, including content, campaigns, and segmented client journeys.
• Develop education programs and tools that help tax professionals identify opportunities and discuss Mercer capabilities.
• Share best practices and success stories across the organization to drive adoption of the tax-to-wealth playbook.

Performance & Reporting:

• Own program governance, performance measurement, and executive reporting for revenue, AUM, and pipeline metrics.
• Lead business reviews with senior leadership and recommend program improvements.
• Drive accountability across stakeholders while continuously improving program effectiveness.