Regional Managing Director

Matter Family Office • New York, NY

7d

About The Position

Matter Family Office is a privately held multi-family office founded in 1990. It provides family operations, wealth planning, investment management, family learning, and project management services to families nationwide from offices in St. Louis, Denver, and Dallas.

The Regional Managing Director is a senior client and business development leader responsible for managing and growing relationships with Matter families. The role serves as a trusted advisor to high-net-worth and ultra-high-net-worth families, connects families with appropriate Matter resources, and develops new business to support regional growth. The Regional Managing Director collaborates across investment advisory, family learning, and client service teams, helps develop the regional team, and serves as a senior escalation point for client matters.

Requirements

• 10 or more years of progressive experience in wealth management, family office, private banking, or related financial services.
• Significant experience advising high-net-worth and ultra-high-net-worth families and managing complex, long-term relationships.
• Proven business development, networking, and relationship origination.
• Strong understanding of the interconnected needs of affluent families.
• Excellent communication, presentation, and relationship-building skills, with sound judgment.
• Ability to collaborate across investment, planning, and specialist teams.
• Proven discretion 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 high-net-worth and ultra-high-net-worth client families.
• Understand each family's goals, priorities, dynamics, and evolving needs.
• Build relationships across generations and with each family's outside advisors.
• Deepen existing relationships by introducing additional Matter capabilities.
• Develop new business through personal networks, centers of influence, and referral sources.
• Lead prospective client meetings and presentations, partnering with the Chief Strategy Officer on strategic prospects.
• Collaborate with investment advisory, family learning, and client service professionals.
• Help develop the regional team and serve as a senior escalation point for client matters.

Benefits

• Medical and dental plans with HSA/FSA options.
• Employer-paid disability and life insurance.
• 401(k) with employer match.
• 10 paid holidays plus competitive vacation and sick leave.
• Continuing education, career growth, and community involvement support.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior