15+ years of experience in wealth management or related financial services
Proven track record with high-net-worth (HNW) and ultra-high-net-worth (UHNW) families
Demonstrated success in business development and relationship building
Strong grasp of investment strategies and family dynamics
Excellent communication skills and executive presence
Experience leading diverse senior teams
Bachelor's degree required; advanced degree or professional credentials preferred
Responsibilities
Serve as a senior advisor to key client families, fostering long-term relationships
Drive regional growth through business development and opportunity conversion
Coordinate teams to ensure a seamless client experience
Build and mentor a high-performing regional team
Advise leadership on strategic growth initiatives
Establish and enhance Matter's market presence
Promote accountability and collaboration across functions
Act as the escalation point for complex client issues
Benefits
Medical and dental plans with HSA/FSA options
Employer-paid disability and life insurance
401(k) with employer match
10 paid holidays plus competitive vacation and sick leave
Support for continuing education and career growth
Encouragement of community involvement
Full Job Description
Job Description
The Regional Partner is a senior leader responsible for the growth, client experience, and overall success of Matter in the West region. You advise key client families, lead regional business development, build and develop the regional team, and work alongside Matter's leadership on strategy and growth. Responsibilities
Serve as senior relationship leader and advisor to key client families, building lasting relationships across generations
Drive regional growth and new business development, from cultivating prospects to converting opportunities
Coordinate investment, family learning, and client service teams to deliver a seamless client experience
Build and mentor the regional team, fostering a collaborative, high-performing culture
Advise the leadership team on strategy and growth initiatives
Establish Matter's presence in the market and grow professional networks
Drive accountability and cross-functional collaboration
Serve as the escalation point for complex client situations
Qualifications
15+ years of progressive experience in wealth management, family office, private banking, or related financial services
Proven track record advising HNW/UHNW families and managing sophisticated relationships
Proven business development and relationship origination
Strong understanding of how investments, planning, and family dynamics connect
Strong communication skills and executive presence
Experience leading multidisciplinary senior teams
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.
