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Open nowPosted 18 hours ago

Regional Managing Director

Matter Family Office5 open roles

Where
San Francisco, California, United States
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Your applicationOpen nowRegional Managing DirectorMatter Family Office · San Francisco, California, United States

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  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on Matter Family Office's own form.

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The clock on this job

Early applications get read.

8.0% of postings close within 7 days. Measured by our own scanner across the market.

Share of postings closed within
  1. 1.6%1 day
  2. 3.6%3 days
  3. 8.0%7 days
  4. 15.0%14 days
  5. 34.2%30 days
This job: posted 18 hours ago

The posting

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.

Key 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.

Qualifications & Experience

  • 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; advanced degree or relevant professional credentials preferred.
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    The review screen in CV Rocket: how each CV was read, round by round.

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