Regional Partner – West Region, Wealth Growth Leader

Matter Family Office; 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

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.