Director, Client Services

Matter Family Office•St. Louis, MO

1d•Hybrid

About The Position

The Director, Client Services makes sure each assigned family experiences Matter's full service offering in a way that advances their vision and reflects their values. You lead strategic planning with each family and turn that plan into action, working with the engagement Partner, managing the client team, and building relationships with each family's outside advisors.

Requirements

10+ years in financial services, including client-facing experience
Wealth planning experience across investments, risk, estate planning, tax, and cash flow
Experience on a client team driving wealth planning alongside senior and junior colleagues
Experience building relationships with outside service providers
Strong client service skills and experience or interest in business development
Bachelor's degree required

Nice To Haves

Experience serving family office clients preferred
CFP, CFA, CPA, or MBA preferred

Responsibilities

Lead the day-to-day client relationship as the main point of contact, with proactive communication
Lead meetings with clients and their key advisors, including estate attorneys, tax CPAs, and insurance advisors
Set meeting agendas and meeting book frameworks, debrief with the team, and drive changes to each family's strategic plan
Guide execution of the family office, wealth, and tax strategies each family chooses
Own each family's investment strategy and reviews, articulating Matter's investment philosophy and making recommendations aligned with the family's goals
Set client team priorities, delegate work, and manage and coach junior team members
Help lead projects and firm initiatives, and engage in community leadership
Support Partners in business development