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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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Level

Manager L7

Location

Brooklyn, NY

Occupation

Personal Financial Advisors

Industry

Portfolio Management and Investment Advice

Posted

yesterday

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