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Open nowPosted 10 days ago

Regional Managing Director

Matter Family Office17 open roles

Where
New York City, New York, United States
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Your applicationOpen nowRegional Managing DirectorMatter Family Office · New York City, New York, United States

  1. YouYes, apply to this one.

  2. CV RocketCV written for this posting.

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

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

The reply lands in your private mailbox

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The clock on this job

Early applications get read.

12.3% of postings close within 7 days. Measured by our own scanner across the market. Matter Family Office postings stay open a median of 3 days.

Share of postings closed within
  1. 2.1%1 day
  2. 4.5%3 days
  3. 12.3%7 days
  4. 19.3%14 days
  5. 35.6%30 days
  6. 58.1%60 days
This job: posted 10 days ago

Matter Family Office median: 3 days open

The posting

Company Description

Matter Family Office is a multi-family office dedicated to helping families thrive for generations. Founded in 1990 and privately held, Matter provides family operations, wealth planning, investment management, family learning, and project management services to clients nationwide from offices in St. Louis, Denver, and Dallas. Our collaborative culture blends accountability and trust with optimism and fun.

Job Description

The Regional Managing Director is a senior client and business development leader who manages and grows relationships with Matter families. You serve as a trusted advisor to high-net-worth and ultra-high-net-worth families, bring the right Matter resources to each relationship, and develop new business to support the firm's growth in your region.

Responsibilities

  • Serve as the primary relationship leader and trusted advisor for HNW/UHNW 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

Qualifications

  • 10+ years of progressive experience in wealth management, family office, private banking, or related financial services
  • Significant experience advising HNW/UHNW 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; advanced degree or relevant professional credentials preferred

Benefits

Matter offers medical and dental plans with HSA/FSA options, employer-paid disability and life insurance, a 401(k) with employer match, and 10 paid holidays plus competitive vacation and sick leave. We also support continuing education, career growth, and community involvement.

Equal Opportunity

Matter Family Office is an equal opportunity employer and considers all qualified applicants without regard to any characteristic protected by law. We are unable to sponsor work visas.

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  1. A CV for this posting

    Written against Matter Family Office's own wording, from every piece of relevant proof in your profile.

  2. 25 readers review it

    Recruiter, hiring manager, skeptic and more read every draft, round after round. You get the best round.

    The review screen in CV Rocket: how each CV was read, round by round.

  3. We apply on Matter Family Office's form

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    An application in CV Rocket: every answer filled in on the employer's form.

  4. Every reply, sorted

    Matter Family Office's answer lands in your private mailbox, and we classify it on arrival: interview, question, rejection.

    The CV Rocket inbox: each employer reply classified as an interview, an action or a rejection.

  5. Reply with AI

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  6. The interview in your calendar

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    An interview invitation in the CV Rocket inbox, added to the candidate's calendar.
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