This position will be based in San Francisco, Dallas, or New York City.
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 Partner is a senior leader responsible for the growth, client experience, and overall success of Matter in the West region. You advise key client families, lead regional business development, build and develop the regional team, and work alongside Matter's leadership on strategy and growth.
Responsibilities
- Serve as senior relationship leader and advisor to key client families, building lasting relationships across generations
- Drive regional growth and new business development, from cultivating prospects to converting opportunities
- Coordinate investment, family learning, and client service teams to deliver a seamless client experience
- Build and mentor the regional team, fostering a collaborative, high-performing culture
- Advise the leadership team on strategy and growth initiatives
- Establish Matter's presence in the market and grow professional networks
- Drive accountability and cross-functional collaboration
- Serve as the escalation point for complex client situations
Qualifications
- 15+ years of progressive experience in wealth management, family office, private banking, or related financial services
- Proven track record advising HNW/UHNW families and managing sophisticated relationships
- Proven business development and relationship origination
- Strong understanding of how investments, planning, and family dynamics connect
- Strong communication skills and executive presence
- Experience leading multidisciplinary senior teams
- 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 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.