VP / Senior Director, Wealth Solutions Experience

Why Work at Mercer Advisors?

For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.

Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.

Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.

Join us and help families amplify and simplify their financial lives with confidence.

Why This Role Exists

At Mercer Advisors, Tax is a core pillar of our value proposition and one of the fastest-growing areas of our business, scaling from roughly 10,000 to 30,000+ returns and from 120 to 250+ team members over the coming years. The opportunity ahead is significant, and we are investing meaningfully to capture it, expanding and modernizing our tax platform to deliver a consistently exceptional experience at scale.

We are building something differentiated. A Wealth Solutions organization where clients, advisors, and tax professionals are delighted by seamless delivery — where Tax is a fully embedded partner in the Mercer client experience rather than a discrete service. Where delivery feels effortless, partnership is real, and Tax is a reason clients choose and stay with Mercer Advisors. Beyond Tax, Wealth Solutions encompasses our Estate Planning, Insurance, and Trusts offering.

To lead this evolution, we're seeking a bold, forward-thinking leader who can bring creativity, clarity, and rigor to how we work. This leader will shape both the operational and strategic dimensions of this transformation and is energized by the prospect of building something exceptional at scale.

Job Summary

The VP / Senior Director, Wealth Solutions Experience is a senior operational and strategic leader for the Tax business, working in close partnership with the Chief Solutions Officer and the EMP of Wealth Operations & Experience. This leader owns end-to-end operational excellence and client experience while contributing meaningfully to business strategy, including growth planning, segment value propositions, and technology innovation. They will redesign processes, strengthen operating rhythms, and help drive the Tax AI and technology agenda. This is one of the most cross-functional and high-visibility roles in the organization, spanning Tax, Wealth Management, Client Service, Product/Technology, and Operations.

The work directly supports Mercer's objectives to improve client experience, support client retention, and unlock productivity improvements for our tax teams. There is significant change management inherent in this role, and we are looking for both aptitude for partnership & collaboration and intellectual strength.