company_site
Regional Managing Director
Matter Family Office
San Francisco, USA
Full-time
Director · 10+ years experience
Onsite
Discovered 2 weeks ago
Full Job Posting
Key Responsibilities
- Serve as the primary relationship leader and trusted advisor for a portfolio of high-net-worth and ultra-high-net-worth client families.
- Develop a deep understanding of clients' goals, priorities, family dynamics, and evolving needs.
- Lead client relationships and coordinate the appropriate Matter resources and expertise to address client needs.
- Build and maintain strong relationships across multiple generations of client families and with their external advisors.
- Identify opportunities to deepen existing relationships and introduce clients to additional Matter capabilities.
- Develop new business through personal networks, centers of influence, professional advisors, and other referral sources.
- Lead or actively participate in prospective client meetings, presentations, and relationship development activities.
- Partner with the Chief Strategy Officer and other senior leaders on strategic prospects and growth opportunities.
- Collaborate closely with investment advisory, family learning & communication, and client service professionals to deliver an integrated client experience.
- Contribute to the development of the regional team and help foster a collaborative, high-performing culture.
- Serve as a senior escalation point for client matters and help ensure thoughtful, timely resolution.
- Qualifications & Experience
- 10+ years of progressive experience in wealth management, family office, private banking, investment management, or a related financial services environment.
- Significant experience advising high-net-worth and/or ultra-high-net-worth families.
- Demonstrated success managing complex, long-term client relationships.
- Proven business development, networking, and relationship origination experience.
- Strong understanding of wealth management and the interconnected needs of affluent families.
- Excellent communication, relationship-building, judgment, and presentation skills.
- Ability to collaborate effectively across investment, planning, and other specialized teams.
- Demonstrated discretion and comfort working with highly confidential client and family matters.
- Bachelor's degree required; advanced degree or relevant professional credentials preferred.
Preferred Qualifications
- Bachelor's degree required; advanced degree or relevant professional credentials preferred.
About Matter Family Office
Apply for this job in 1 click
Skip the repetitive application forms
Install the Base Career Chrome Extension and autofill job applications across major job boards with your profile.
Trusted by over 500,000 job seekers on Base Career
More from this employer
More jobs at Matter Family Office
Sr. Associate, Portfolio Reporting
Denver, USA
Discovered 2 days agoFull-time
Senior Accountant
Denver, USA
Discovered 2 days agoFull-time
Client Service Specialist
Denver, USA
Discovered 6 days agoFull-time
Regional Partner
New York City, USA
Discovered 1 weeks agoFull-time
Regional Managing Director
New York City, USA
Discovered 1 weeks agoFull-time
Associate - Client Service
Seattle, USA
Discovered 1 weeks agoFull-time
Managing Director, Head of Business Development
, USA
Discovered 2 weeks agoFull-time
Associate - Client Service
Raleigh, USA
Discovered 2 weeks agoFull-time