Strategic Director, Client Services for Family Office

Matter, LLC; St. Louis (MO); Presencial; USD 140.000 - 190.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Med & dental plans

HSA/FSA options

Disability insurance

Life insurance

401(k) with match

Paid holidays

Vacation & sick leave

Continuing education

Community involvement

Descripción de la vacante

Matter Family Office is seeking a Director, Client Services to lead strategic planning and turn plans into action for high‑net‑worth families. You will supervise the client team, coordinate with outside advisors, and drive the delivery of the full service offering in line with each family’s vision and values.

You will partner with the engagement Partner, manage client relationships, and contribute to business development while guiding family wealth planning and tax strategies.

Formación

• Bachelor's degree required; advanced certifications preferred (CFP, CFA, CPA, MBA).
• 10+ years of client-facing financial services experience.
• Strong client service and relationship-building skills.
• Experience leading client teams and coordinating with external advisors.
• Travel for internal and client meetings as needed.

Responsabilidades

• Lead meetings with clients and their key advisors to align on vision and strategy.
• Guide execution of wealth, tax, and family office plans for each client.
• Set client team priorities, delegate tasks, and coach junior staff.
• Support business development and engage in community leadership.
• Collaborate with Partners and external advisors to deliver full-service outcomes.

Descripción del empleo

Matter Family Office is seeking a Director, Client Services to lead strategic planning and turn plans into action for high‑net‑worth families. You will supervise the client team, coordinate with outside advisors, and drive the delivery of the full service offering in line with each family’s vision and values.

You will partner with the engagement Partner, manage client relationships, and contribute to business development while guiding family wealth planning and tax strategies.