Director, Family Office Client Services

Matter, LLC; St. Louis (MO); On-site; USD 140,000 - 210,000; Full time

Benefits offered by this job

Medical & Dental

HSA/FSA options

Disability insurance

Life insurance

401(k)

Paid holidays

Vacation & sick leave

Education support

Community involvement

Job summary

Matter Family Office seeks a Director, Client Services to oversee and advance each family’s vision through strategic planning and execution of wealth, tax, and investment strategies. You will lead client teams, manage engagements with outside advisors, and drive business development while mentoring junior staff.

The role emphasizes deep client service, coordination across specialists, and ongoing collaboration with partners to deliver Matter's full service offering. Some travel is required.

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 with senior and junior colleagues.
• Experience building relationships with outside service providers.
• Strong client service skills and business development interest.
• Experience serving family office clients preferred.
• Bachelor's degree required; CFP, CFA, CPA, or MBA preferred.
• Some travel for internal and client team meetings.

Responsibilities

• Lead day-to-day client relationship as the main contact with proactive communication.
• Lead meetings with clients and their advisors, including estate attorneys, CPAs, and insurance advisers.
• Set meeting agendas and develop meeting book frameworks; debrief and drive changes to family plans.
• Guide execution of family office, wealth, and tax strategies chosen by each family.
• Own each family's investment strategy and reviews; articulate investment philosophy and align with family goals.
• Set client team priorities, delegate work, and coach junior members.

Skills

Client relationship management

Wealth planning

Business development

Team leadership

External relationships

Travel readiness

Education

Bachelor's degree

CFP

CFA

CPA

MBA

Job description

Matter Family Office seeks a Director, Client Services to oversee and advance each family’s vision through strategic planning and execution of wealth, tax, and investment strategies. You will lead client teams, manage engagements with outside advisors, and drive business development while mentoring junior staff.

The role emphasizes deep client service, coordination across specialists, and ongoing collaboration with partners to deliver Matter's full service offering. Some travel is required.