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.
Job DescriptionThe 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
- 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
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
- 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 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 investments, wealth planning, family governance, and family dynamics
- Exceptional communication, relationship-building, judgment, and executive presence
- Bachelor’s degree
- Advanced degree or relevant professional credentials
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.
