Regional Managing Director

Matter Family Office•San Francisco, CA

About The Position

The Managing Director is a senior client and business development leader responsible for managing and growing relationships with Matter Family Office clients. This individual serves as a trusted advisor to client families, leads the coordination of Matter's resources on their behalf, and develops new relationships that contribute to the growth of the firm. Working closely with the leadership team and Matter's broader team of specialists, the Managing Director helps ensure clients receive a highly coordinated experience across investment management, wealth planning, and family culture and learning.

Requirements

10+ years of progressive experience in wealth management, family office, private banking, investment management, or a related financial services environment.
Significant experience advising high-net-worth and/or ultra-high-net-worth families.
Demonstrated success managing complex, long-term client relationships.
Proven business development, networking, and relationship origination experience.
Strong understanding of wealth management and the interconnected needs of affluent families.
Excellent communication, relationship-building, judgment, and presentation skills.
Ability to collaborate effectively across investment, planning, and other specialized teams.
Demonstrated discretion and comfort working with highly confidential client and family matters.
Bachelor's degree required

Nice To Haves

advanced degree or relevant professional credentials preferred

Responsibilities

Serve as the primary relationship leader and trusted advisor for a portfolio of high-net-worth and ultra-high-net-worth client families.
Develop a deep understanding of clients' goals, priorities, family dynamics, and evolving needs.
Lead client relationships and coordinate the appropriate Matter resources and expertise to address client needs.
Build and maintain strong relationships across multiple generations of client families and with their external advisors.
Identify opportunities to deepen existing relationships and introduce clients to additional Matter capabilities.
Develop new business through personal networks, centers of influence, professional advisors, and other referral sources.
Lead or actively participate in prospective client meetings, presentations, and relationship development activities.
Partner with the Chief Strategy Officer and other senior leaders on strategic prospects and growth opportunities.
Collaborate closely with investment advisory, family learning & communication, and client service professionals to deliver an integrated client experience.
Contribute to the development of the regional team and help foster a collaborative, high-performing culture.
Serve as a senior escalation point for client matters and help ensure thoughtful, timely resolution.