Director, Client Services — Family Office Wealth & Planning

Matter, LLC; St. Louis (MO); On-site; USD 150,000 - 220,000; Full time

Benefits offered by this job

Medical and dental plans with HSA/FSA

401(k) with employer match

10 paid holidays plus vacation and PTO

Job summary

Matter Family Office, based in St. Louis, seeks a Director, Client Services to lead strategic planning for assigned families and translate plans into action. You will collaborate with the engagement Partner, manage the client team, and nurture relationships with the families' outside advisors.

Your role includes steering wealth, tax, and investment strategies, guiding client team priorities, and supporting business development across the firm.

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.
• Some travel for internal and client team meetings.
• Bachelor's degree required; CFP, CFA, CPA, or MBA preferred.

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

Team leadership

Business development

Wealth planning

Education

Bachelor's degree

Job description

Matter Family Office, based in St. Louis, seeks a Director, Client Services to lead strategic planning for assigned families and translate plans into action. You will collaborate with the engagement Partner, manage the client team, and nurture relationships with the families' outside advisors.

Your role includes steering wealth, tax, and investment strategies, guiding client team priorities, and supporting business development across the firm.