Regional Partner

Matter, LLC; San Francisco (CA); On-site; USD 300,000 - 600,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Life insurance

Disability insurance

401(k) matching

Paid holidays

Vacation and sick leave

Continuing education

Career growth

Community involvement

Job summary

Matter Family Office seeks a Regional Partner to lead the West region, advising key client families, driving growth, and building a high-performing regional team to deliver exceptional client experiences.

You will collaborate with Matter's leadership on strategy, coordinate multidisciplinary teams, and expand Matter's presence in the market while growing professional networks across the West. A Bachelor's degree is required; advanced credentials are preferred.

Qualifications

• 15+ years in wealth management, family office, private banking, or related financial services.
• Proven track record advising HNW/UHNW families and managing sophisticated relationships.
• Strong business development and origination experience.
• Understanding of investments, planning, and family dynamics.

Responsibilities

• Serve as senior relationship leader advising key client families across generations.
• Drive regional growth and new business development from prospects to opportunities.
• Coordinate investment, family learning, and client service teams for seamless service.
• Build and mentor the regional team and promote a high-performing culture.
• Advise leadership on strategy and growth initiatives.
• Establish Matter's presence in the market and expand professional networks.
• Drive accountability and cross-functional collaboration.
• Act as escalation point for complex client situations.

Skills

Relationship management

Business development

Executive leadership

Communication

Client advisory

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 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, 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.