Vp / Senior Director, Wealth Solutions Experience

Mercer Advisors

Remote, US
**
End-to-end tax experience ownership
Tax growth strategy development
Process redesign and efficiency
** 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. **

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

** 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. **

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
  • Experience in tax business operations
  • Proven track record in process redesign
  • Expertise in technology roadmap and AI adoption
  • Strong background in change management

Work Rights

Not specified

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