Regional Partner, West - Wealth Growth & Client Leadership

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

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.