Senior Director, Tax Wealth Expansion

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Senior Director, Tax Wealth Expansion based in the United States.

This role offers the opportunity to lead a high-priority growth initiative focused on expanding relationships between tax services and comprehensive wealth management solutions.

You will own the strategy, processes, and programs that transform tax-only client relationships into long-term advisory partnerships.

The position combines strategic leadership, operational excellence, growth strategy, and cross-functional collaboration across tax, wealth, marketing, and client development teams.

You will build scalable frameworks that improve conversion, increase client value, and strengthen business growth opportunities.

This is a senior-level opportunity for an experienced professional who thrives in complex, evolving environments and can influence executive stakeholders.

You will play a key role in shaping how integrated financial solutions are delivered to clients across a growing national platform.

The ideal candidate will bring deep industry expertise, strong business acumen, and a proven ability to build successful expansion programs.

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Accountabilities

The Senior Director, Tax Wealth Expansion will serve as the strategic owner of initiatives designed to convert tax relationships into broader wealth management opportunities. This role will develop scalable growth strategies, establish operating models, and partner with cross-functional leaders to improve revenue outcomes, client engagement, and long-term value creation.

Develop and execute a comprehensive tax-to-wealth expansion strategy, including goals for penetration, conversion, revenue growth, and assets under management.

Build scalable playbooks, processes, and operating models that enable consistent expansion across tax practices and markets.

Partner with leadership teams to activate newly integrated tax practices and accelerate adoption of advisory and wealth management solutions.

Create onboarding and engagement strategies that connect tax professionals with internal resources, tools, and growth opportunities.

Develop opportunity identification frameworks to uncover high-potential client relationships, planning needs, and advisory opportunities.

Establish pipeline management, reporting, forecasting, and conversion processes in partnership with client development teams.

Collaborate with marketing and business teams to design targeted campaigns, educational programs, and nurture strategies that increase client engagement.

Create enablement resources, training programs, and communication tools that help tax professionals identify and introduce wealth management opportunities.

Own program governance, performance measurement, executive reporting, and continuous improvement initiatives.

Monitor revenue performance, conversion metrics, pipeline health, and adoption of expansion strategies while recommending improvements to leadership.

Drive accountability across stakeholders and support the ongoing evolution of integrated client growth programs.

Requirements

The ideal candidate is a strategic growth leader with experience in wealth management, tax advisory, professional services, or related industries. They should have a strong understanding of client expansion strategies, operational execution, and cross-functional leadership, with the ability to translate business opportunities into scalable programs.

Bachelor’s degree in Business, Finance, Accounting, Marketing, or a related field.

10+ years of experience in growth strategy, client development, wealth management, tax advisory, family office, accounting, or professional services environments.

Demonstrated success leading client expansion, cross-sell, referral, integrated advisory, or tax-to-wealth growth programs.

Strong expertise in developing growth strategies, marketing initiatives, and revenue expansion frameworks.

Proven ability to build scalable processes, operating models, and performance management systems.

Strong project management skills with the ability to influence teams across multiple functions.

Excellent executive presence and communication skills, with experience presenting insights and recommendations to senior leadership.

Analytical mindset with experience managing pipelines, forecasting, reporting, and performance metrics.

Ability to operate effectively in complex environments while balancing strategic priorities with hands-on execution.

Strong leadership, collaboration, and stakeholder management skills.

Benefits

• Competitive annual base salary range of $170,000–$200,000 USD, based on experience, skills, qualifications, and location.
• Eligibility for incentive compensation programs based on performance.
• Comprehensive medical coverage options, including high-deductible and traditional plans.
• Health Savings Account (HSA) with employer contributions for eligible plans.
• Dental and vision insurance coverage.
• Company-paid life insurance, accidental death and dismemberment insurance, and short- and long-term disability coverage.
• Supplemental insurance options including accident, critical illness, hospital indemnity, and additional life coverage.
• 401(k) retirement plan with employer matching and traditional, Roth, and after-tax options.
• Generous paid time off, sick leave, and 14 company-paid holidays, including a full week off at Thanksgiving.
• Paid parental leave and family support programs, including adoption assistance reimbursement.
• Employee Assistance Program and concierge services supporting personal and family needs.
• Pet insurance and access to personalized financial planning services at preferred employee pricing.
• Remote work flexibility with support for a dedicated home office environment.

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How Jobgether works

We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team.

We appreciate your interest and wish you the best!

Why Apply Through Jobgether?

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