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 from offices in St. Louis, Denver, and Dallas. Our collaborative culture blends accountability and trust with optimism and fun.
The Managing Director, Head of Business Development builds and leads Matter's organic growth strategy, creating the systems and capabilities that turn relationships with prospective UHNW families and referral sources into clients. Reporting to the CEO, you partner closely with leaders across Investment Management, Wealth Planning & Coordination, and Family Culture & Learning. You develop key relationships personally while building the infrastructure for business development to scale across the firm.
Responsibilities- Develop and execute Matter's organic growth strategy with the CEO and leadership team, including target markets, ideal client profiles, and business development objectives
- Build the firm's business development methodology, including pipeline stages, prospect qualification, opportunity scoring, proposals, and conversion standards
- Implement CRM practices, reporting, forecasting, and KPIs, and report progress, trends, and risks to leadership
- Build a pipeline of prospective families, centers of influence, and referral partners, and personally lead high-value prospect relationships through onboarding
- Grow introductions from attorneys, CPAs, bankers, and investment and family office professionals, and represent Matter at industry events
- Partner with Marketing and leadership to refine Matter's positioning, and with service teams to develop tailored proposals for prospective families
- Evaluate prospective relationships for fit, complexity, profitability, risk, and capacity, and create a clear handoff to client service teams
- Coach professionals involved in business development and build organizational capability so growth does not depend on a few individuals
- 10+ years of progressive experience in business development, relationship management, wealth or investment management, family office, or professional services
- Demonstrated success developing relationships with HNW/UHNW families, family offices, and their trusted advisors, with a strong understanding of the family office ecosystem
- Proven track record of generating and converting significant new business
- Experience building or improving business development processes, systems, and metrics
- Ability to operate effectively with C-suite executives, sophisticated clients, and influential external stakeholders
- Exceptional judgment, discretion, integrity, emotional intelligence, and communication skills
- Bachelor's degree required; advanced degree preferred
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.
Equal OpportunityMatter 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.
Skills Required
- 10+ years of progressive experience in business development, relationship management, wealth or investment management, family office, or professional services
- Demonstrated success developing relationships with HNW/UHNW families, family offices, and trusted advisors
- Strong understanding of the family office ecosystem
- Proven track record of generating and converting significant new business
- Experience building or improving business development processes, systems, and metrics
- Ability to work effectively with C-suite executives, sophisticated clients, and influential external stakeholders
- Exceptional judgment, discretion, integrity, emotional intelligence, and communication skills
- Bachelor’s degree
- Advanced degree
What We Do
At Matter, families are our number-one priority. We lead the way on a purpose-driven path that supports each family’s unique goals and values through our exceptional investment management, wealth planning and coordination, and culture and legacy services. By guiding families through strategies that foster trust and communication, support inheritance and succession planning, and encourage intentional decision-making, Matter helps them thrive along with their wealth.
