Regional Managing Director

The Regional Managing Director is a senior client and business development leader who manages and grows relationships with Matter families. You serve as a trusted advisor to high-net-worth and ultra-high-net-worth families, bring the right Matter resources to each relationship, and develop new business to support the firm's growth in your region. Responsibilities • Serve as the primary relationship leader and trusted advisor for HNW/UHNW client families • Understand each family's goals, priorities, dynamics, and evolving needs • Build relationships across generations and with each family's outside advisors • Deepen existing relationships by introducing additional Matter capabilities • Develop new business through personal networks, centers of influence, and referral sources • Lead prospective client meetings and presentations, partnering with the Chief Strategy Officer on strategic prospects • Collaborate with investment advisory, family learning, and client service professionals • Help develop the regional team and serve as a senior escalation point for client matters Qualifications • 10+ years of progressive experience in wealth management, family office, private banking, or related financial services • Significant experience advising HNW/UHNW families and managing complex, long-term relationships • Proven business development, networking, and relationship origination • Strong understanding of the interconnected needs of affluent families • Excellent communication, presentation, and relationship-building skills, with sound judgment • Ability to collaborate across investment, planning, and specialist teams • Proven discretion with highly confidential client and family matters • 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, a 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.