Serve as a trusted advisor to key client families, fostering long-term relationships
Lead regional growth and business development initiatives
Collaborate with investment advisory and client service teams for a seamless client experience
Coach and develop regional talent to build a high-performing culture
Partner with leadership on strategy and growth initiatives
Represent the firm in the regional market and build professional relationships
Ensure accountability and collaboration within the regional team
Act as a senior escalation point for complex client matters
Benefits
Opportunity to shape the growth and culture of a leading family office
Collaborative work environment with a focus on professional development
Access to a network of high-net-worth clients and industry professionals
Engagement in strategic decision-making at the leadership level
Support for advanced education and professional credentials
Full Job Description
This role is a senior leader responsible for the growth, client experience, and overall success of Matter Family Office within the west region. This role serves as a trusted advisor to key client families, leads regional business development, develops and coaches talent, and partners with firm leadership to advance Matter's strategy and culture. The ideal candidate combines deep experience serving high-net-worth families with strong business development capabilities, executive presence, and a collaborative leadership style.
Key Responsibilities
Serve as a senior relationship leader and trusted advisor to key Matter client families, building deep, long-term relationships across generations.
Lead regional growth and business development efforts, including developing prospective client and referral relationships and converting opportunities into new business.
Partner with Matter's investment advisory, family learning & communication, and client service teams to deliver a coordinated, high-quality client experience.
Lead, coach, and develop regional talent while building a strong, collaborative, high-performing culture.
Partner with the leadership team on firm strategy, organizational priorities, and growth initiatives.
Represent Matter in the regional market and build relationships with centers of influence and professional advisors.
Ensure strong execution, accountability, and collaboration across the regional team.
Serve as a senior escalation point for complex client matters and help guide thoughtful solutions to family and business challenges.
Qualifications & Experience
15+ years of progressive experience in wealth management, family office, private banking, investment management, or a related financial services environment.
Significant experience working directly with high-net-worth and/or ultra-high-net-worth families.
Demonstrated success developing and managing complex client relationships.
Proven business development and relationship origination experience.
Experience leading, coaching, and developing senior professionals and multidisciplinary teams.
Strong understanding of the interconnected nature of investments, wealth planning, family governance, and family dynamics.
Exceptional communication, relationship-building, judgment, and executive presence.
Bachelor's degree required; advanced degree or relevant professional credentials preferred.
