~26d ago

Regional Managing Director

United States·San Franciscoexecutive

ExecutiveChief Executive Officer

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Quick Summary

Overview

The Managing Director is a senior client and business development leader responsible for managing and growing relationships with Matter Family Office clients.

Technical Tools

ExecutiveChief Executive Officer

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.

Responsibilities

~1 min read

→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.

Requirements

~1 min read

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.