Managing Director, Investor Advisory & Private Markets

Matter, LLC; St. Louis (MO); On-site; USD 180,000 - 300,000; Full time

Benefits offered by this job

Medical and dental plans with HSA/FSA

401(k) with employer match

10 paid holidays

Competitive vacation and sick leave

Continuing education support

Career growth opportunities

Community involvement

Job summary

Matter Family Office in St. Louis, MO seeks a Managing Director, Investor Advisory to translate firm guidance into client policy, design IPS, and supervise private markets execution.

You will align portfolios with the firm's philosophy and lead advisor education and client communications. You will partner with Investment Committee, Portfolio Management, and Client Teams to deliver market insights, quarterly reviews, and strategic recommendations, while mentoring junior staff and ensuring IPS

Qualifications

• 10–15+ years in investment advisory, wealth or private client management, family office, or institutional asset management.
• Proven ownership of IPS development and of keeping portfolios consistent with firm guidance
• Working knowledge of private markets, including pacing, capital calls, and fund selection support
• Experience with portfolio transition and implementation planning
• Clear, confident communication when presenting portfolio strategy and market views to HNW/UHNW or institutional clients
• Experience mentoring or training advisors and junior staff
• Bachelor's degree required
• CFA charter and/or MBA preferred; Series 65/66 licenses a plus

Responsibilities

• Design and maintain client Investment Policy Statements (IPS) that reflect each family's objectives, constraints, and liquidity needs
• Keep portfolio targets and implementation consistent with Matter's investment philosophy, and escalate when positioning drifts from guidance
• Lead portfolio review, IPS creation, and transition planning for new clients
• Maintain private markets pacing models and coordinate the distribution of approved private investments across eligible portfolios
• Deliver proactive portfolio reviews, market discussions, and investment recommendations to clients
• Develop and lead advisor training so Matter's investment philosophy is communicated consistently
• Produce and present quarterly performance reporting
• Contribute to firm investment strategy, manager research, and portfolio decisions

Skills

Investment advisory

Wealth management

Private client management

IPS development

Portfolio management

Private markets

Portfolio transition

Client communication

Advisor training

Performance reporting

Investment strategy

Manager research

Education

Bachelor's degree

CFA charter and/or MBA preferred

Series 65/66 licenses a plus

Job description

Matter Family Office in St. Louis, MO seeks a Managing Director, Investor Advisory to translate firm guidance into client policy, design IPS, and supervise private markets execution.

You will align portfolios with the firm's philosophy and lead advisor education and client communications. You will partner with Investment Committee, Portfolio Management, and Client Teams to deliver market insights, quarterly reviews, and strategic recommendations, while mentoring junior staff and ensuring IPS