Director, Client Services

Matter, LLC; St. Louis (MO); On-site; USD 120,000 - 190,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

HSA/FSA options

Disability insurance

Life insurance

401(k) with match

Paid holidays

Vacation leave

Sick leave

Continuing education

Career growth

Community involvement

Job summary

Matter Family Office in St. Louis seeks a Director of Client Services to lead strategic planning with families, translate goals into action, and coordinate the client team with senior and junior advisors.

You will shepherd wealth, tax, and investment strategies, nurture relationships with external professionals, and contribute to business development while mentoring colleagues.

Qualifications

• 10+ years in financial services with client-facing experience.
• Wealth planning across investments, risk, estate planning, tax, and cash flow.
• Experience on a client team driving wealth planning alongside senior and junior colleagues.
• Some travel for internal and client team meetings.

Responsibilities

• Lead the day-to-day client relationship as the main point of contact, with proactive communication
• Lead meetings with clients and their key advisors, including estate attorneys, tax CPAs, and insurance advisors
• Set meeting agendas and meeting book frameworks, debrief with the team, and drive changes to each family's strategic plan
• Guide execution of the family office, wealth, and tax strategies each family chooses
• Own each family's investment strategy and reviews, articulating Matter's investment philosophy and making recommendations aligned with the family's goals
• Set client team priorities, delegate work, and manage and coach junior team members
• Help lead projects and firm initiatives, and engage in community leadership
• Support Partners in business development

Skills

Client relationships

Wealth planning

Investment management

Team leadership

Tax planning

Education

Bachelor's degree

CFP

CFA

CPA

MBA

Job description

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 Director, Client Services makes sure each assigned family experiences Matter's full service offering in a way that advances their vision and reflects their values. You lead strategic planning with each family and turn that plan into action, working with the engagement Partner, managing the client team, and building relationships with each family's outside advisors.

Responsibilities

• Lead the day-to-day client relationship as the main point of contact, with proactive communication
• Lead meetings with clients and their key advisors, including estate attorneys, tax CPAs, and insurance advisors
• Set meeting agendas and meeting book frameworks, debrief with the team, and drive changes to each family's strategic plan
• Guide execution of the family office, wealth, and tax strategies each family chooses
• Own each family's investment strategy and reviews, articulating Matter's investment philosophy and making recommendations aligned with the family's goals
• Set client team priorities, delegate work, and manage and coach junior team members
• Help lead projects and firm initiatives, and engage in community leadership
• Support Partners in business development

Qualifications

• 10+ years in financial services, including client-facing experience
• Wealth planning experience across investments, risk, estate planning, tax, and cash flow
• Experience on a client team driving wealth planning alongside senior and junior colleagues
• Experience building relationships with outside service providers
• Strong client service skills and experience or interest in business development
• Experience serving family office clients preferred
• Bachelor's degree required; CFP, CFA, CPA, or MBA preferred
• Some travel for internal and client team meetings

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.

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.