This position will be based in San Francisco, Seattle, New York, or Dallas.
Company Description
Matter Family Office is a multi-family office dedicated to helping families thrive for generations. Founded in 1990 and privately held, Matter provides family operations, wealth planning, investment management, family learning, and project management services to clients nationwide from offices in St. Louis, Denver, and Dallas. Our collaborative culture blends accountability and trust with optimism and fun.
Job Description
The Regional Managing Director is a senior client and business development leader who manages and grows relationships with Matter families. You serve as a trusted advisor to high-net-worth and ultra-high-net-worth families, bring the right Matter resources to each relationship, and develop new business to support the firm's growth in your region.
Responsibilities
- Serve as the primary relationship leader and trusted advisor for HNW/UHNW client families
- Understand each family's goals, priorities, dynamics, and evolving needs
- Build relationships across generations and with each family's outside advisors
- Deepen existing relationships by introducing additional Matter capabilities
- Develop new business through personal networks, centers of influence, and referral sources
- Lead prospective client meetings and presentations, partnering with the Chief Strategy Officer on strategic prospects
- Collaborate with investment advisory, family learning, and client service professionals
- Help develop the regional team and serve as a senior escalation point for client matters
Qualifications
- 10+ years of progressive experience in wealth management, family office, private banking, or related financial services
- Significant experience advising HNW/UHNW families and managing complex, long-term relationships
- Proven business development, networking, and relationship origination
- Strong understanding of the interconnected needs of affluent families
- Excellent communication, presentation, and relationship-building skills, with sound judgment
- Ability to collaborate across investment, planning, and specialist teams
- Proven discretion with highly confidential client and family matters
- Bachelor's degree required; advanced degree or relevant professional credentials preferred
Benefits
Matter offers medical and dental plans with HSA/FSA options, employer-paid disability and life insurance, a 401(k) with employer match, and 10 paid holidays plus competitive vacation and sick leave. We also support continuing education, career growth, and community involvement.
Contact
You can apply directly to the Seattle, San Francisco, or Dallas position here.
You can apply directly to the New York City position here.
Please email careers@matterfamilyoffice.com with any questions.
Equal Opportunity
Matter Family Office is an equal opportunity employer and considers all qualified applicants without regard to any characteristic protected by law. We are unable to sponsor work visas.