Regional Partner

Matter Family Office • New York, NY

1d

About The Position

The Regional Partner is a senior leader responsible for the growth, client experience, and overall success of Matter Family Office in the West region. The role advises key client families, leads regional business development, builds and develops the regional team, and works with Matter's leadership on strategy and growth.

Requirements

• 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.

Nice To Haves

• Advanced degree or relevant professional credentials.

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.

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