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Mercer Advisors is seeking a VP/Senior Director of Wealth Solutions Experience to lead the operational and strategic facets of their Tax business, which is rapidly growing. The ideal candidate should have a strong background in tax operations, client experience, and process improvement, along with a collaborative leadership style to drive change across multiple departments.
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Job Summary
This role leads the evolution of Mercer Advisors' Tax business, which is scaling from 120 to 250+ team members while serving over 31,300 families.
The leader will own end-to-end operational excellence and client experience while driving the Tax AI and technology agenda across cross-functional teams.
Success in this position requires aligning Tax priorities with the broader organization to improve client retention, unlock productivity, and deliver seamless service.
Matching Summary
Match Score: 75
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Mercer Advisors is seeking a VP/Senior Director of Wealth Solutions Experience to lead the operational and strategic facets of their Tax business, which is rapidly growing. The ideal candidate should have a strong background in tax operations, client experience, and process improvement, along with a collaborative leadership style to drive change across multiple departments.
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Skills & Requirements
Must-have
End-to-end tax experience ownership
Tax growth strategy development
Process redesign and efficiency
Operational telemetry and KPIs
AI and automation innovation
Cross-functional stakeholder management
Nice-to-have
Change management aptitude
Partnership and collaboration skills
Intellectual strength
Creative problem solving
Forward-thinking leadership style
Key Requirements
Senior operational and strategic leadership experience