Regional Managing Director

Matter, LLC; New York (NY); On-site; USD 250,000 - 500,000; Full time

Benefits offered by this job

Medical plan

Dental plan

Disability insurance

Life insurance

401(k) match

Paid holidays

Vacation & sick leave

Continuing education

Career growth

Community involvement

Job summary

Matter Family Office is a multi-family office that supports families with wealth planning, investment management, family learning and project management services from offices in St. Louis, Denver and Dallas.

The Regional Managing Director will guide relationships with Matter families and grow the firm’s footprint in the region. This senior leader will serve as a trusted advisor to high-net-worth clients, bring Matter resources to bear, and develop new business through networks and referrals,

Qualifications

• 10+ years of wealth management, family office, private banking, or related financial services.
• Experience advising HNW/UHNW families and managing long-term relationships.
• Proven business development, networking and origination skills.

Responsibilities

• Serve as primary relationship leader and trusted advisor for HNW/UHNW client families.
• Understand each family's goals, priorities, dynamics and evolving needs.
• Build relationships across generations and with outside advisors.
• Deepen relationships by introducing additional Matter capabilities.
• Develop new business through personal networks and referrals.
• Lead prospective client meetings and presentations with the Chief Strategy Officer.
• Collaborate with investment advisory, family learning and client service teams.
• Help develop the regional team and serve as escalation point for client matters.

Skills

Relationship management

Business development

Networking

Communication skills

Cross-functional collaboration

Discretion

Presentation skills

Education

Bachelor's degree

Advanced degree or credentials preferred

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 Regional Managing Director is a senior client and business development leader who manages and grows relationships with Matter families. You serve as a trusted advisor to high-net-worth and ultra-high-net-worth families, bring the right Matter resources to each relationship, and develop new business to support the firm's growth in your region.

Responsibilities

• Serve as the primary relationship leader and trusted advisor for HNW/UHNW client families
• Understand each family's goals, priorities, dynamics, and evolving needs
• Build relationships across generations and with each family's outside advisors
• Deepen existing relationships by introducing additional Matter capabilities
• Develop new business through personal networks, centers of influence, and referral sources
• Lead prospective client meetings and presentations, partnering with the Chief Strategy Officer on strategic prospects
• Collaborate with investment advisory, family learning, and client service professionals
• Help develop the regional team and serve as a senior escalation point for client matters

Qualifications

• 10+ years of progressive experience in wealth management, family office, private banking, or related financial services
• Significant experience advising HNW/UHNW families and managing complex, long-term relationships
• Proven business development, networking, and relationship origination
• Strong understanding of the interconnected needs of affluent families
• Excellent communication, presentation, and relationship-building skills, with sound judgment
• Ability to collaborate across investment, planning, and specialist teams
• Proven discretion with highly confidential client and family matters
• 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.

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.