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Open nowPosted 11 days ago

Regional Partner

Matter Family Office17 open roles

Where
New York City, New York, United States
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Your applicationOpen nowRegional PartnerMatter 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 11 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 Partner is a senior leader responsible for the growth, client experience, and overall success of Matter in the West region. You advise key client families, lead regional business development, build and develop the regional team, and work alongside Matter's leadership on strategy and growth.

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

Qualifications

  • 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; 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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One press. We do the rest.

  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

    Our application engine gets through the hardest forms there are. Where a question needs you, AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

    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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