Senior Director, Tax Wealth Expansion
Jobgether
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 ... Click Apply to read the full job description.