Regional Managing Director

Matter, LLC; San Francisco (CA); On-site; USD 250,000 - 500,000; Full time

Job summary

Matter, LLC is seeking a Managing Director to lead relationships with Matter Family Office clients, acting as a trusted advisor and coordinating resources across the firm to deliver a coordinated experience in investment management, wealth planning, and family culture. The role requires 10+ years in wealth management, superior client leadership, and strong business development skills.

Collaboration with senior leaders and external advisors is essential to drive growth and multi-generational

Qualifications

• 10+ years of progressive experience in wealth management or related financial services.
• Experience advising high-net-worth and ultra-high-net-worth families.
• Proven ability to manage complex, long-term client relationships.
• Proven business development, networking, and relationship origination.
• Strong communication, judgment, and presentation skills.
• Ability to collaborate with investment, planning, and specialized teams.

Responsibilities

• Serve as the primary relationship leader for a portfolio of high-net-worth families.
• Develop understanding of clients' goals, priorities, and family dynamics.
• Coordinate Matter resources to address client needs.
• Maintain relationships across generations and with external advisors.
• Identify opportunities to deepen relationships and introduce Matter capabilities.
• Develop new business through networks and professional advisors.
• Lead or participate in meetings and relationship development activities.
• Collaborate with senior leaders on strategic prospects and growth opportunities.
• Ensure integrated client experience across investment management and planning.

Skills

Wealth management

Client relationships

Business development

Networking

Presentation skills

Cross-team collaboration

Education

Bachelor's degree

Advanced degree preferred

Job description

The Managing Director is a senior client and business development leader responsible for managing and growing relationships with Matter Family Office clients. This individual serves as a trusted advisor to client families, leads the coordination of Matter's resources on their behalf, and develops new relationships that contribute to the growth of the firm . Working closely with the leadership team and Matter's broader team of specialists, the Managing Director helps ensure clients receive a highly coordinated experience across investment management, wealth planning, and family culture and learning.

Key Responsibilities

• Serve as the primary relationship leader and trusted advisor for a portfolio of high-net-worth and ultra-high-net-worth client families.
• Develop a deep understanding of clients' goals, priorities, family dynamics, and evolving needs.
• Lead client relationships and coordinate the appropriate Matter resources and expertise to address client needs.
• Build and maintain strong relationships across multiple generations of client families and with their external advisors.
• Identify opportunities to deepen existing relationships and introduce clients to additional Matter capabilities.
• Develop new business through personal networks, centers of influence, professional advisors, and other referral sources.
• Lead or actively participate in prospective client meetings, presentations, and relationship development activities.
• Partner with the Chief Strategy Officer and other senior leaders on strategic prospects and growth opportunities.
• Collaborate closely with investment advisory, family learning & communication, and client service professionals to deliver an integrated client experience.
• Contribute to the development of the regional team and help foster a collaborative, high-performing culture.
• Serve as a senior escalation point for client matters and help ensure thoughtful, timely resolution.

Qualifications & Experience

• 10+ years of progressive experience in wealth management, family office, private banking, investment management, or a related financial services environment.
• Significant experience advising high-net-worth and/or ultra-high-net-worth families.
• Demonstrated success managing complex, long-term client relationships.
• Proven business development, networking, and relationship origination experience.
• Strong understanding of wealth management and the interconnected needs of affluent families.
• Excellent communication, relationship-building, judgment, and presentation skills.
• Ability to collaborate effectively across investment, planning, and other specialized teams.
• Demonstrated discretion and comfort working with highly confidential client and family matters.
• Bachelor's degree required; advanced degree or relevant professional credentials preferred.