Finance & Banking • New York, New York, United States
Regional Partner – West Region, Wealth Growth Leader
New York, New York, United StatesPosted 20 hours ago
Finance & Banking
About the Role
Matter Family Office is seeking a Regional Partner to lead the West region, advising prominent client families and guiding growth. You will shape strategy, oversee regional teams, and collaborate with Matter's leadership to deliver exceptional client experiences.
In this senior role, you will cultivate relationships with HNW/UHNW clients, drive business development, and coordinate multidisciplinary teams to provide integrated wealth management, planning, and family-office services.
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What You'll Do
Matter Family Office is seeking a Regional Partner to lead the West region, advising prominent client families and guiding growth.
You will shape strategy, oversee regional teams, and collaborate with Matter's leadership to deliver exceptional client experiences.
In this senior role, you will cultivate relationships with HNW/UHNW clients, drive business development, and coordinate multidisciplinary teams to provide integrated wealth management, planning, and family-office services.
