Regional Partner

Matter, LLC; New York (NY); On-site; USD 180,000 - 320,000; Full time

Benefits offered by this job

Medical plans

Dental plans

HSA/FSA

401(k) match

Paid holidays

Vacation & sick leave

Education support

Career growth

Job summary

Matter Family Office is seeking a Regional Partner to lead the West region, advising prominent client families and guiding growth. You will shape strategy, oversee regional teams, and collaborate with Matter's leadership to deliver exceptional client experiences.

In this senior role, you will cultivate relationships with HNW/UHNW clients, drive business development, and coordinate multidisciplinary teams to provide integrated wealth management, planning, and family-office services.

Qualifications

• 15+ years of experience in wealth management or family office
• Proven ability to advise HNW/UHNW families and manage sophisticated relationships
• Strong business development and relationship origination skills

Responsibilities

• Serve as senior relationship leader to key client families and build lasting cross-generational relationships
• Drive regional growth and new business development from prospecting to closing
• Coordinate investment, planning, and family-learning teams to deliver a seamless client experience
• Build and mentor regional teams, promoting collaboration and high performance
• Advise leadership on strategy and growth initiatives and expand Matter's market presence

Skills

Wealth management experience

Executive relationship management

Business development

Team leadership

Communication skills

Education

Bachelor's degree

Advanced degree preferred

Tools

CRM systems

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 Partner is a senior leader responsible for the growth, client experience, and overall success of Matter in the West region. You advise key client families, lead regional business development, build and develop the regional team, and work alongside Matter's leadership on strategy and growth.

Responsibilities

• Serve as senior relationship leader and advisor to key client families, building lasting relationships across generations
• Drive regional growth and new business development, from cultivating prospects to converting opportunities
• Coordinate investment, family learning, and client service teams to deliver a seamless client experience
• Build and mentor the regional team, fostering a collaborative, high-performing culture
• Advise the leadership team on strategy and growth initiatives
• Establish Matter's presence in the market and grow professional networks
• Drive accountability and cross-functional collaboration
• Serve as the escalation point for complex client situations

Qualifications

• 15+ years of progressive experience in wealth management, family office, private banking, or related financial services
• Proven track record advising HNW/UHNW families and managing sophisticated relationships
• Proven business development and relationship origination
• Strong understanding of how investments, planning, and family dynamics connect
• Strong communication skills and executive presence
• Experience leading multidisciplinary senior teams
• 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.