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Mercer Advisors

Senior Director, Client Wealth Expansion

Mercer Advisors · Remote, USA

Posted about 3 months ago

or apply directly on Mercer Advisors's site. We never take the application ourselves.

Is this posting real?

This role has been open
82 days
Mercer Advisors's roles stay open a median of 82 days
Reposted
No
Salary listed
No
0% of Mercer Advisors's roles list one
Ghost-job risk at Mercer Advisors
high
104 stale, 5 reposted of 104 open
Hiring momentum
167 roles opened in the last 90 days
↑ up vs. the prior 90 days
Last confirmed on the employer's board
2026-10-25

Measured from postings appearing on and disappearing from Mercer Advisors's own greenhouse board since 2026-08-03. Full hiring picture for Mercer Advisors.

About this role

The Senior Director, Client Tax Wealth Expansion at Mercer Advisors will lead the initiative to convert tax-only clients into comprehensive wealth management clients. This role involves developing and executing growth strategies, building scalable processes, and collaborating with various teams to enhance client relationships and drive revenue growth. The position requires a strong background in tax and wealth management, as well as leadership skills to influence cross-functional teams and manage performance metrics.

Our read on this posting2.8out of 5
benefits
5/5
freshness
1/5
career value
4/5
role clarity
4/5
pay transparency
0/5

Scored from the posting itself — how clearly the role is described, how much it says about pay and benefits, and how recently it was listed. Not a judgement of Mercer Advisors as an employer.

What you need

  • 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

What you get

  • 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

Worth weighing

  • No specific mention of remote work flexibility beyond standard hours
  • Role involves significant collaboration but does not include direct management of sales teams
  • High emphasis on strategic and operational responsibilities rather than direct client interaction

Summarised from Mercer Advisors's posting. Read the full original.

Listed by Mercer Advisors on their greenhouse job board, last confirmed open on 2026-10-25. PitchMeAI is not the employer.

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