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About the Role
The Regional Partner is a senior leader responsible for the growth, client experience, and overall success of Matter in the West region. This role involves advising key client families, leading regional business development, building and developing the regional team, and contributing to company 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
Requirements
- 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
Location
- St. Louis
- Denver
- Dallas
Work Type
- Full-time
Experience Level
- 15+ years
Education Level
- Bachelor's degree required
- Advanced degree or relevant professional credentials preferred
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, career growth, and community involvement
About the Company
- Matter Family Office is a multi-family office dedicated to helping families thrive for generations.
- Founded in 1990 and privately held, Matter provides family operations, wealth planning, investment management, family learning, and project management services to clients nationwide.
- Our collaborative culture blends accountability and trust with optimism and fun.
Equal Opportunity
- Matter Family Office is an equal opportunity employer and considers all qualified applicants without regard to any characteristic protected by law.
- We are unable to sponsor work visas.