Jobs at Matter Family Office

Manage portfolio data and produce accurate financial, performance, net worth, liquidity, and custom reports for high-net-worth clients. Support reporting operations, maintain Addepar and Arch data, verify transactions with investment managers, build Excel models and macros, handle ad hoc analyses, and improve reporting processes. Serve as a resource for client service teams while training and mentoring analysts and maintaining confidentiality and compliance.

Owns day-to-day accounting for a portfolio of client families and related entities. Reviews financial statements and bookkeeping, manages bill pay, accounts payable, payroll, budgeting, forecasting, and audit processes. Coordinates with external professionals, communicates with clients, prepares meeting reports, and mentors Staff Accountants. Requires strong partnership accounting, tax-related knowledge, bookkeeping expertise, discretion, and client communication skills.

Leads investor advisory for high-net-worth and institutional clients by developing Investment Policy Statements, aligning portfolios with firm strategy, managing private markets pacing and implementation, conducting portfolio reviews, presenting performance and market insights, training advisors, and contributing to investment strategy, research, and portfolio decisions.

Leads client relationships and business development for high-net-worth and ultra-high-net-worth families. Serves as a trusted advisor, expands existing relationships, develops referral networks, leads prospect presentations, coordinates internal investment and family services, supports regional team development, and handles senior-level client escalations.

Leads Matter’s West region, advising high-net-worth families, driving business development, coordinating investment and client service teams, mentoring regional staff, and advising leadership on strategy and growth. Serves as a senior relationship leader and escalation point while expanding professional networks and delivering exceptional multigenerational client experiences.

Own day-to-day accounting relationships for assigned client families and related entities. Review financial statements and bookkeeping, oversee accounts payable and payroll, perform budget-versus-actual analysis, support forecasting, and participate in audits. Coordinate with vendors and financial professionals, address client inquiries, escalate complex issues, prepare meeting materials, and mentor Staff Accountants. Ensure accurate, timely, and confidential financial management in a high-volume environment.

Leads Matter Family Office’s organic growth strategy, building business development systems, pipelines, CRM processes, referral relationships, and conversion standards. Personally manages high-value prospective family relationships, partners with service and marketing teams on positioning and proposals, evaluates relationship fit and risk, and coaches professionals to scale business development. Requires extensive experience with HNW/UHNW families, family offices, trusted advisors, and significant new-business generation.

Leads client relationships for assigned family office clients, coordinating strategic planning, wealth and tax execution, investment strategy reviews, and outside advisors. Manages client team priorities, delegates and coaches junior staff, drives family plans and firm initiatives, supports business development, and participates in community leadership. Requires extensive financial services and wealth planning experience, strong client service skills, and occasional travel.

Leads Matter Family Office’s western regional growth, client relationships, business development, talent development, and strategic execution. Serves as a trusted advisor to high-net-worth families, develops referral and prospective client relationships, oversees regional teams, represents the firm externally, and resolves complex client matters. Partners with leadership and multidisciplinary teams to deliver coordinated client experiences and advance organizational strategy and culture.

Leads high-net-worth and ultra-high-net-worth client relationships, serving as a trusted advisor and coordinating wealth management, planning, and family services. Develops new business through networking, referrals, and strategic prospect engagement. Partners with senior leaders and specialist teams to deliver integrated client experiences, resolve escalated matters, and strengthen regional team performance.